DS
OUSM icon

David Shaw’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

David Shaw’s Portfolio OUSM Stock Details OUSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,319
Closed -$224K – 4617
2025
Q1 		$224K Buy
+5,319
New +$231K ﹤0.01% 3888

Other funds holding OUSM

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

David Shaw's OUSM Position: Q2 2025 in Review

David Shaw sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2025, closing a stake of 5,319 shares — an estimated $224K sold.

David Shaw first reported a position in OUSM in Q1 2025 and held it in 1 quarter. The position peaked at $224K in Q1 2025. 121 funds tracked by Wall St. Rank hold OUSM as of Q2 2025.

  • David Shaw reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • David Shaw sold 5,319 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2025, an estimated $224K.
  • David Shaw first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2025 and held it in 1 quarter.
  • David Shaw's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $224K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2025.

Based on D.E. Shaw & Co's 13F filing for Q2 2025, filed 14 Aug 2025.