OUSM icon

ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM

Overview Fund Activity

116 hedge funds and large institutions have $534M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
54
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAL
Capital Analysts LLC
Pennsylvania
+$35.2M
2
Morgan Stanley
Morgan Stanley
New York
+$13.9M
3
KV
Kickstand Ventures
New York
+$8.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.1M
5
BI
Berkeley Inc
Idaho
+$2.56M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$15.1M
2
Ameriprise
Ameriprise
Minnesota
-$13.2M
3
IAA
Independent Advisor Alliance
North Carolina
-$4.46M
4
SGDR
SPX Gestao de Recursos
Brazil
-$4.4M
5
Bank of America
Bank of America
North Carolina
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.9M +$13.9M +331,133 +27%
Ameriprise
2
Ameriprise
Minnesota
$63.8M -$13.2M -314,176 -17%
CAL
3
Capital Analysts LLC
Pennsylvania
$35.2M +$35.2M +836,574 New
AAS
4
Avantax Advisory Services
Texas
$34.7M +$2.18M +51,866 +7%
Wells Fargo
5
Wells Fargo
California
$33.1M +$451K +10,737 +1%
LPL Financial
6
LPL Financial
California
$23.9M -$1.45M -34,524 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$22.6M +$1.27M +30,206 +6%
UBS Group
8
UBS Group
Switzerland
$22.3M -$503K -11,967 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$21.4M +$1.48M +35,334 +7%
SCM
10
Stonehearth Capital Management
Massachusetts
$14.8M +$45K +1,072 +0.3%
Bank of America
11
Bank of America
North Carolina
$14.8M -$1.86M -44,257 -11%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$11.7M -$15.1M -321,126 -56%
KV
13
Kickstand Ventures
New York
$10.3M +$8.7M +207,058 +548%
TSMHT
14
Thurston Springer Miller Herd & Titak
Indiana
$8.9M +$1.27M +30,193 +17%
PWP
15
Prasad Wealth Partners
Ohio
$8.44M +$1.41M +33,626 +20%
Stifel Financial
16
Stifel Financial
Missouri
$8.44M +$124K +2,946 +1%
LFAS
17
Level Four Advisory Services
Texas
$7.35M +$319K +7,586 +5%
SGDR
18
SPX Gestao de Recursos
Brazil
$7.32M -$4.4M -104,641 -38%
BI
19
Berkeley Inc
Idaho
$6.71M +$2.56M +60,986 +62%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.46M +$1.72M +40,998 +46%
MAC
21
Mason & Associates (California)
California
$5.11M +$233K +5,548 +5%
Two Sigma Investments
22
Two Sigma Investments
New York
$5.1M +$5.1M +121,371 New
AFS
23
Axiom Financial Strategies
Indiana
$4.85M +$113K +2,694 +2%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.82M -$1.23M -29,219 -20%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.53M -$1.71M -40,775 -27%
1
2 3 4 5