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ALPS O'Shares US Small-Cap Quality Dividend ETF
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125 hedge funds and large institutions have $591M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 121 → 125 (+4)

1.47% more ownership

Funds ownership: 64.18% → 65.65% (+1.5%)

8% less capital invested

Capital invested by funds: $646M → $591M (-$54.5M)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
41
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$11.8M
2
Raymond James Financial
Raymond James Financial
Florida
+$2.35M
3
Two Sigma Investments
Two Sigma Investments
New York
+$2.19M
4
SFWA
Summit Financial Wealth Advisors
Louisiana
+$2.12M
5
SA
Sanctuary Advisors
Indiana
+$2.01M

Top Sellers

1
CAL
Capital Analysts LLC
Pennsylvania
-$27.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$15.5M
3
PWP
Prasad Wealth Partners
Ohio
-$9.62M
4
Wells Fargo
Wells Fargo
California
-$6.1M
5
Ameriprise
Ameriprise
Minnesota
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
126
Jane Street
New York
– -$1.32M -29,427 Closed
Citadel Advisors
127
Citadel Advisors
Florida
– -$688K -15,352 Closed
SFC
128
Strategic Financial Concepts
Texas
– -$600K -13,403 Closed
RIA
129
Regal Investment Advisors
Michigan
– -$333K -7,441 Closed
KWM
130
Kingsview Wealth Management
Oregon
– -$294K -6,564 Closed
MOS
131
MGO One Seven
Ohio
– -$254K -5,664 Closed
TRCT
132
Tower Research Capital (TRC)
New York
– -$183K -4,095 Closed
GA
133
GoalVest Advisory
New York
– -$99.3K -2,217 Closed
AAS
134
Ameritas Advisory Services
Nebraska
– -$36.6K -817 Closed
SIC
135
Salem Investment Counselors
North Carolina
– -$30.6K -684 Closed
AF
136
Advisornet Financial
Minnesota
– -$8.96K -200 Closed
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
– -$6K -126 Closed
AWM
138
AE Wealth Management
Kansas
– -$4.29K -96 Closed
2 3 4 5
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