ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
121 hedge funds and large institutions have $569M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
19% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 42
3% more funds holding
Funds holding: 117 → 121 (+4)
0% more capital invested
Capital invested by funds: $567M → $569M (+$2.31M)
1.16% less ownership
Funds ownership: 63.65% → 62.49% (-1.2%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.12M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.25M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.05M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$2.08M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$9.54M |
| 2 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$7.32M |
| 3 |
KV
Kickstand Ventures
Pittsford,
New York
|
-$5.72M |
| 4 |
BI
Berkeley Inc
Boise,
Idaho
|
-$5.17M |
| 5 |
Two Sigma Investments
New York
|
-$3.22M |
OUSM Hedge Fund Activity: Q2 2025 in Review
121 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q2 2025, worth a combined $569M — up 0.41% from $567M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new OUSM positions and 9 closed out — a net gain of 5 holders — while 50 added to existing stakes and 42 trimmed.
The largest buyer was Ameriprise, adding an estimated $5.12M. The largest seller was Capital Analysts LLC, cutting an estimated $9.54M.
- 121 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q2 2025, up from 117 in Q1 2025.
- Funds reported $569M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q2 2025, up 0.41% quarter-over-quarter.
- 14 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q2 2025 and 9 closed out, a net change of +5 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q2 2025 was Ameriprise, an estimated $5.12M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q2 2025 was Capital Analysts LLC, an estimated $9.54M sold.
Based on aggregated 13F filings for Q2 2025.