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ALPS O'Shares US Small-Cap Quality Dividend ETF

123 hedge funds and large institutions have $583M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$84.3M
Morgan Stanley
2
Morgan Stanley
New York
$72.1M
Raymond James Financial
3
Raymond James Financial
Florida
$62.2M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$47.7M
SA
5
Sanctuary Advisors
Indiana
$38.7M
LPL Financial
6
LPL Financial
California
$26.7M
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$23.9M
UBS Group
8
UBS Group
Switzerland
$22.5M
Wells Fargo
9
Wells Fargo
California
$17.3M
SCM
10
Stonehearth Capital Management
Massachusetts
$16.1M
Bank of America
11
Bank of America
North Carolina
$15.3M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.12M
Stifel Financial
13
Stifel Financial
Missouri
$8.05M
FSA
14
Financial Services Advisory
Maryland
$7.24M
LFAS
15
Level Four Advisory Services
Texas
$7.02M
MAC
16
Mason & Associates (California)
California
$5.7M
Two Sigma Investments
17
Two Sigma Investments
New York
$5.51M
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.13M
MML Investors Services
19
MML Investors Services
Massachusetts
$5.09M
KV
20
Kickstand Ventures
New York
$4.94M
CWM
21
Castle Wealth Management
Florida
$4.3M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.07M
Jones Financial Companies
23
Jones Financial Companies
Missouri
$3.95M
SSWM
24
Sheets Smith Wealth Management
North Carolina
$3.85M
PPWP
25
Premier Path Wealth Partners
New Jersey
$3.59M