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ALPS O'Shares US Small-Cap Quality Dividend ETF

39 hedge funds and large institutions have $77.7M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
12
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.6M +$454K +15,122 +4%
UBS Group
2
UBS Group
Switzerland
$11.1M -$417K -13,892 -4%
SCM
3
Stonehearth Capital Management
Massachusetts
$10.2M -$82.7K -2,756 -0.8%
LPL Financial
4
LPL Financial
California
$7.41M +$483K +16,104 +7%
Wells Fargo
5
Wells Fargo
California
$6.75M -$117K -3,899 -2%
Bank of America
6
Bank of America
North Carolina
$6.17M -$545K -18,162 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.89M -$45.5K -1,516 -1%
AAS
8
Avantax Advisory Services
Texas
$3.13M +$13.5K +449 +0.4%
WANY
9
Wealthspire Advisors (New York)
New York
$1.92M
PAG
10
Private Advisor Group
New Jersey
$1.78M +$5.67K +189 +0.3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.33M +$578K +19,280 +77%
Brown Advisory
12
Brown Advisory
Maryland
$1.3M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.09M +$790K +26,346 +266%
EAM
14
Empirical Asset Management
Massachusetts
$915K -$53.9K -1,798 -6%
TRCT
15
Tower Research Capital (TRC)
New York
$860K -$154K -5,136 -15%
SSWM
16
Sheets Smith Wealth Management
North Carolina
$858K -$300 -10 -0%
SPIA
17
Steward Partners Investment Advisory
New York
$747K
CNWM
18
Clay Northam Wealth Management
California
$701K +$57.7K +1,925 +9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$616K +$42.3K +1,409 +7%
Goldman Sachs
20
Goldman Sachs
New York
$528K
SWP
21
Stratos Wealth Partners
Ohio
$517K -$7.21K -240 -1%
AWA
22
Acorn Wealth Advisors
Michigan
$448K +$40.5K +1,348 +10%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$404K
CAL
24
Capital Advisors Ltd
Ohio
$310K -$17.9K -597 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$310K +$25.8K +862 +9%