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ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM

125 hedge funds and large institutions have $548M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

0% more funds holding

Funds holding: 125 → 125 (0)

2.65% less ownership

Funds ownership: 65.65% → 63% (-2.6%)

7% less capital invested

Capital invested by funds: $591M → $548M (-$42.7M)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
125
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
14
Increased
40
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$4.37M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$2.55M
3
BMWS
Brady Martz Wealth Solutions
North Dakota
+$2.55M
4
HIC
Hamrick Investment Counsel
Washington
+$1.9M
5
Goldman Sachs
Goldman Sachs
New York
+$1.75M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$15.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.2M
3
FSA
Financial Services Advisory
Maryland
-$7.24M
4
Wells Fargo
Wells Fargo
California
-$5.59M
5
LFAS
Level Four Advisory Services
Texas
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
126
Financial Services Advisory
Maryland
– -$7.24M -165,463 Closed
AFS
127
Axiom Financial Strategies
Indiana
– -$2.23M -51,012 Closed
WIM
128
WealthPlan Investment Management
Nebraska
– -$1.6M -36,553 Closed
AWA
129
Arkadios Wealth Advisors
Georgia
– -$900K -20,571 Closed
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
– -$696K -15,905 Closed
FA
131
Flagstar Advisors
New York
– -$682K -15,593 Closed
BI
132
Berkeley Inc
Idaho
– -$676K -15,465 Closed
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
– -$353K -7,851 Closed
CAM
134
Cresset Asset Management
Illinois
– -$337K -7,711 Closed
KAS
135
Kestra Advisory Services
Texas
– -$165K -3,780 Closed
AC
136
AlphaCore Capital
California
– -$8.31K -190 Closed
2 3 4 5
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