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ALPS O'Shares US Small-Cap Quality Dividend ETF

38 hedge funds and large institutions have $76.7M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
16
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$16M 456,866 +10,763 +2%
Morgan Stanley
2
Morgan Stanley
New York
$12.7M 361,265 +18,562 +5%
SCM
3
Stonehearth Capital Management
Massachusetts
$12.5M 357,430 +14,363 +4%
Bank of America
4
Bank of America
North Carolina
$6.71M 190,987 +38,628 +25%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.11M 145,621 +590 +0.4%
LPL Financial
6
LPL Financial
California
$4.55M 129,703 +8,635 +7%
AAS
7
Avantax Advisory Services
Texas
$3.42M 97,063 +6,955 +8%
LWA
8
Lenox Wealth Advisors
New York
$2.25M 64,000 +64,000 New
PAG
9
Private Advisor Group
New Jersey
$2.14M 60,995 -581 -0.9%
Brown Advisory
10
Brown Advisory
Maryland
$1.52M 43,280
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.34M 38,044 +15,294 +67%
SSWM
12
Sheets Smith Wealth Management
North Carolina
$968K 27,583
SPIA
13
Steward Partners Investment Advisory
New York
$874K 24,887 -708 -3%
TCM
14
Triumph Capital Management
Colorado
$726K 20,743 +20,743 New
Goldman Sachs
15
Goldman Sachs
New York
$618K 17,612 -13,449 -43%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$614K 17,495 +411 +2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$609K 17,347 -4,028 -19%
Osaic Holdings
18
Osaic Holdings
Arizona
$472K 13,458 -1,020 -7%
CA
19
Cambridge Advisors
Nebraska
$411K 11,709 +2,381 +26%
CAL
20
Capital Advisors Ltd
Ohio
$394K 11,229 +1 +0%
SWP
21
Stratos Wealth Partners
Ohio
$379K 10,785 +30 +0.3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$377K 10,748 +127 +1%
DI
23
Diligent Investors
California
$299K 8,520 -200 -2%
CFA
24
Carroll Financial Associates
North Carolina
$291K 8,308 +575 +7%
AWA
25
Acorn Wealth Advisors
Michigan
$271K 7,728 +7,728 New