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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 $92.5M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
16
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$10.3M
2
Bank of America
Bank of America
North Carolina
$9.11M
3
BPFA
Barnes Pettey Financial Advisors
Mississippi
$1.86M
4
Morgan Stanley
Morgan Stanley
New York
$15.6M
5
KPWS
Kestra Private Wealth Services
Texas
$1.43M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$9.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$374K
3
TRCT
Tower Research Capital (TRC)
New York
$0
4
FTUS
Flow Traders U.S.
New York
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.6M +$1.51M +45,116 +11%
SCM
2
Stonehearth Capital Management
Massachusetts
$11.3M -$95.6K -2,848 -0.8%
Wells Fargo
3
Wells Fargo
California
$10.3M +$2.8M +83,261 +37%
UBS Group
4
UBS Group
Switzerland
$9.6M -$2.86M -85,093 -23%
Bank of America
5
Bank of America
North Carolina
$9.11M +$2.2M +65,617 +32%
LPL Financial
6
LPL Financial
California
$9.11M +$817K +24,348 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.2M -$150K -4,480 -3%
AAS
8
Avantax Advisory Services
Texas
$3.57M +$59.1K +1,761 +2%
WANY
9
Wealthspire Advisors (New York)
New York
$2.15M – – –
BPFA
10
Barnes Pettey Financial Advisors
Mississippi
$1.86M +$1.86M +55,423 New
Brown Advisory
11
Brown Advisory
Maryland
$1.45M – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.44M +$227K +6,772 +19%
KPWS
13
Kestra Private Wealth Services
Texas
$1.43M +$1.43M +42,522 New
EAM
14
Empirical Asset Management
Massachusetts
$978K -$46K -1,370 -4%
SSWM
15
Sheets Smith Wealth Management
North Carolina
$960K – – –
CNWM
16
Clay Northam Wealth Management
California
$929K +$145K +4,308 +18%
SPIA
17
Steward Partners Investment Advisory
New York
$833K -$3.56K -106 -0.4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$692K +$2.85K +85 +0.4%
Citadel Advisors
19
Citadel Advisors
Florida
$609K +$609K +18,140 New
Goldman Sachs
20
Goldman Sachs
New York
$591K – – –
SWP
21
Stratos Wealth Partners
Ohio
$588K +$10.1K +300 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
$583K +$235K +6,999 +68%
AWA
23
Acorn Wealth Advisors
Michigan
$575K +$74K +2,204 +15%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$453K – – –
CA
25
Cambridge Advisors
Nebraska
$390K +$92.1K +2,743 +31%
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