ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
125 hedge funds and large institutions have $591M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 13 closing their positions.
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
3% more funds holding
Funds holding: 121 → 125 (+4)
1.47% more ownership
Funds ownership: 64.18% → 65.65% (+1.5%)
8% less capital invested
Capital invested by funds: $646M → $591M (-$54.5M)
15% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 48
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$11.8M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.35M |
| 3 |
Two Sigma Investments
New York
|
+$2.19M |
| 4 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
+$2.12M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$27.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15.5M |
| 3 |
PWP
Prasad Wealth Partners
Independence,
Ohio
|
-$9.62M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$6.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.85M |
OUSM Hedge Fund Activity: Q4 2025 in Review
125 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q4 2025, worth a combined $591M — down 8.4% from $646M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new OUSM positions and 13 closed out — a net gain of 4 holders — while 41 added to existing stakes and 48 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $11.8M. The largest seller was Capital Analysts LLC, cutting an estimated $27.3M.
- 125 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q4 2025, up from 121 in Q3 2025.
- Funds reported $591M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q4 2025, down 8.4% quarter-over-quarter.
- 17 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q4 2025 and 13 closed out, a net change of +4 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $11.8M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q4 2025 was Capital Analysts LLC, an estimated $27.3M sold.
Based on aggregated 13F filings for Q4 2025.