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

84 hedge funds and large institutions have $330M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
84
Holders Change
+12
Holders Change %
+16.67%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
42
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$25.4M
2
UBS Group
2
UBS Group
Switzerland
$23.6M
3
Ameriprise
3
Ameriprise
Minnesota
$49.9M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$20.1M
5
Wells Fargo
5
Wells Fargo
California
$22.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.1M
2
Bank of America
2
Bank of America
North Carolina
$17M
3
FA
3
FDx Advisors
Illinois
$0
4
OP
4
ORG Partners
Indiana
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$49.9M 1,173,747 +193,962 +20%
Morgan Stanley
2
Morgan Stanley
New York
$33.1M 778,677 -684,793 -47%
AAS
3
Avantax Advisory Services
Texas
$25.4M 596,693 +292,177 +96%
UBS Group
4
UBS Group
Switzerland
$23.6M 553,519 +205,754 +59%
Wells Fargo
5
Wells Fargo
California
$22.8M 536,006 +104,449 +24%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$20.1M 471,498 +159,611 +51%
Bank of America
7
Bank of America
North Carolina
$17M 398,825 -37,195 -9%
LPL Financial
8
LPL Financial
California
$16.7M 392,045 +29,120 +8%
SCM
9
Stonehearth Capital Management
Massachusetts
$14.1M 330,054 +2,577 +0.8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11M 257,406 +18,335 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.81M 183,504 +15,511 +9%
RJA
12
Raymond James & Associates
Florida
$6.46M 151,838 +75,730 +100%
FP
13
Fiduciary Planning
Florida
$6.39M 150,083 +5,646 +4%
Stifel Financial
14
Stifel Financial
Missouri
$6.21M 145,857 -5,317 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.71M 134,193 +3,825 +3%
AFS
16
Axiom Financial Strategies
Indiana
$4.21M 98,921 -1,431 -1%
KPWS
17
Kestra Private Wealth Services
Texas
$3.86M 90,679 +17,733 +24%
SSWM
18
Sheets Smith Wealth Management
North Carolina
$3.59M 84,302 +6,061 +8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.17M 74,544 +24,843 +50%
WANY
20
Wealthspire Advisors (New York)
New York
$2.72M 64,000 – –
CWM
21
Castle Wealth Management
Florida
$2.69M 63,163 +1,449 +2%
BPFA
22
Barnes Pettey Financial Advisors
Mississippi
$2.69M 63,095 -5,704 -8%
PPWP
23
Premier Path Wealth Partners
New Jersey
$2.66M 60,803 +23,562 +63%
PAG
24
Private Advisor Group
New Jersey
$2.43M 57,104 -625 -1%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.13M 50,022 +15,806 +46%
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