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ALPS O'Shares US Small-Cap Quality Dividend ETF
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Overview Fund Activity

34 hedge funds and large institutions have $62.4M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
14
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.25M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.56M
3
Goldman Sachs
3
Goldman Sachs
New York
$548K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$433K
5
LPL Financial
5
LPL Financial
California
$3.63M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$771K
3
AAS
3
Avantax Advisory Services
Texas
$2.9M
4
PAG
4
Private Advisor Group
New Jersey
$1.97M
5
WP
5
WealthShield Partners
North Carolina
$358K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$14.4M 462,467 +1,737 +0.4%
SCM
2
Stonehearth Capital Management
Massachusetts
$10.5M 338,082 +9,796 +3%
Morgan Stanley
3
Morgan Stanley
New York
$8.56M 275,130 +20,996 +8%
Bank of America
4
Bank of America
North Carolina
$7.25M 233,085 +51,072 +28%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.69M 118,501 +3,337 +3%
LPL Financial
6
LPL Financial
California
$3.63M 116,742 +11,155 +11%
AAS
7
Avantax Advisory Services
Texas
$2.9M 92,820 -4,742 -5%
PAG
8
Private Advisor Group
New Jersey
$1.97M 63,371 -3,083 -5%
Brown Advisory
9
Brown Advisory
Maryland
$1.35M 43,280 – –
SPIA
10
Steward Partners Investment Advisory
New York
$954K 30,643 -758 -2%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$859K 27,612 +37 +0.1%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$771K 24,786 -8,763 -26%
Goldman Sachs
13
Goldman Sachs
New York
$548K 17,612 +17,612 New
Osaic Holdings
14
Osaic Holdings
Arizona
$463K 14,906 -1,581 -10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$457K 14,697 +162 +1%
TC
16
Telemus Capital
Michigan
$452K 14,535 – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$433K 13,926 +13,926 New
WP
18
WealthShield Partners
North Carolina
$358K 11,517 -2,292 -17%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$351K 11,298 +904 +9%
SWP
20
Stratos Wealth Partners
Ohio
$321K 10,306 +240 +2%
CAL
21
Capital Advisors Ltd
Ohio
$320K 10,271 – –
CA
22
Cambridge Advisors
Nebraska
$288K 9,243 -6 -0.1%
DI
23
Diligent Investors
California
$271K 8,720 – –
RJA
24
Raymond James & Associates
Florida
$258K 8,289 +68 +0.8%
CFA
25
Carroll Financial Associates
North Carolina
$216K 6,973 – –
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