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ALPS O'Shares US Small-Cap Quality Dividend ETF

34 hedge funds and large institutions have $68.2M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
Holders Change %
0%
% 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
6
Increased
11
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$15.2M -$559K -16,364 -4%
SCM
2
Stonehearth Capital Management
Massachusetts
$11.7M +$170K +4,985 +1%
Morgan Stanley
3
Morgan Stanley
New York
$11.7M +$2.31M +67,573 +25%
Bank of America
4
Bank of America
North Carolina
$5.2M -$2.76M -80,726 -35%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.95M +$906K +26,530 +22%
LPL Financial
6
LPL Financial
California
$4.13M +$148K +4,326 +4%
AAS
7
Avantax Advisory Services
Texas
$3.08M -$92.7K -2,712 -3%
PAG
8
Private Advisor Group
New Jersey
$2.1M -$61.3K -1,795 -3%
Brown Advisory
9
Brown Advisory
Maryland
$1.48M
Goldman Sachs
10
Goldman Sachs
New York
$1.06M +$459K +13,449 +76%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$942K -$990 -29 -0.1%
SPIA
12
Steward Partners Investment Advisory
New York
$874K -$172K -5,048 -16%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$777K +$777K +22,750 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$730K -$116K -3,411 -14%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$583K +$108K +3,158 +23%
Osaic Holdings
16
Osaic Holdings
Arizona
$494K -$14.6K -428 -3%
CAL
17
Capital Advisors Ltd
Ohio
$383K +$32.6K +957 +9%
SWP
18
Stratos Wealth Partners
Ohio
$367K +$15.3K +449 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$362K -$23.1K -677 -6%
CA
20
Cambridge Advisors
Nebraska
$318K +$2.9K +85 +0.9%
DI
21
Diligent Investors
California
$298K
WP
22
WealthShield Partners
North Carolina
$286K -$107K -3,137 -27%
CFA
23
Carroll Financial Associates
North Carolina
$264K +$25.9K +760 +11%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$235K
BWM
25
BigSur Wealth Management
Florida
$208K +$208K +6,095 New