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

44 hedge funds and large institutions have $86.9M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
14
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.7M
2
Citadel Advisors
Citadel Advisors
Florida
$1.05M
3
FTUS
Flow Traders U.S.
New York
$763K
4
UBS Group
UBS Group
Switzerland
$17.9M
5
GIA
Gladstone Institutional Advisory
Florida
$472K

Top Sellers

1
WANY
Wealthspire Advisors (New York)
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$13M
3
Bank of America
Bank of America
North Carolina
$7.82M
4
SCM
Stonehearth Capital Management
Massachusetts
$12.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$594K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$17.9M +$647K +17,414 +4%
Morgan Stanley
2
Morgan Stanley
New York
$13M -$2.04M -54,914 -14%
SCM
3
Stonehearth Capital Management
Massachusetts
$12.7M -$304K -8,166 -2%
Bank of America
4
Bank of America
North Carolina
$7.82M -$368K -9,898 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.23M -$114K -3,073 -2%
LPL Financial
6
LPL Financial
California
$5.22M +$293K +7,884 +6%
AAS
7
Avantax Advisory Services
Texas
$3.8M +$147K +3,956 +4%
LWA
8
Lenox Wealth Advisors
New York
$2.38M – – –
PAG
9
Private Advisor Group
New Jersey
$2.21M -$8.63K -232 -0.4%
Wells Fargo
10
Wells Fargo
California
$1.7M +$1.62M +43,704 +2,246%
Brown Advisory
11
Brown Advisory
Maryland
$1.61M – – –
EAM
12
Empirical Asset Management
Massachusetts
$1.1M +$1.1M +29,701 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.05M +$1.05M +28,356 New
SSWM
14
Sheets Smith Wealth Management
North Carolina
$1.03M – – –
TCM
15
Triumph Capital Management
Colorado
$956K -$3.05K -82 -0.3%
SPIA
16
Steward Partners Investment Advisory
New York
$923K – – –
FTUS
17
Flow Traders U.S.
New York
$763K +$763K +20,524 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$707K +$9.56K +257 +1%
Goldman Sachs
19
Goldman Sachs
New York
$655K – – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$594K -$223K -5,991 -27%
SWP
21
Stratos Wealth Partners
Ohio
$556K +$45.5K +1,225 +9%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$532K -$115K -3,085 -18%
TRCT
23
Tower Research Capital (TRC)
New York
$504K +$204K +5,494 +68%
GIA
24
Gladstone Institutional Advisory
Florida
$472K +$472K +12,698 New
CA
25
Cambridge Advisors
Nebraska
$468K +$25.7K +690 +6%
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