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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

50 hedge funds and large institutions have $187M invested in ALPS O'Shares US Quality Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
29
Reduced
8
Closed
10
Calls
–
Puts
$210K
Net Calls
-$210K
Net Calls Change
-$210K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24M
2
AIM
2
Astor Investment Management
Illinois
$18.4M
3
GFPC
3
Global Financial Private Capital
Florida
$16M
4
RJA
4
Raymond James & Associates
Florida
$8.83M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
BCM
2
Brookstone Capital Management
Illinois
$11.2M
3
FAAS
3
First Allied Advisory Services
California
$586K
4
CIM
4
Cetera Investment Management
California
$0
5
CWM
5
Concert Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$712K +$712K +24,346 New
FAAS
27
First Allied Advisory Services
California
$586K -$502K -17,104 -46%
FHA
28
Flagship Harbor Advisors
Massachusetts
$451K +$81.3K +2,800 +22%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$366K +$7.04K +241 +2%
OC
30
Oppenheimer & Co
New York
$356K +$5.21K +178 +1%
AI
31
Atria Investments
North Carolina
$345K +$132K +4,526 +62%
AIP
32
Ahrens Investment Partners
Louisiana
$326K +$326K +11,150 New
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$316K +$876 +30 +0.3%
IFWM
34
Institute for Wealth Management
Colorado
$309K +$309K +10,611 New
FA
35
FDx Advisors
Illinois
$243K -$190K -6,477 -44%
ASN
36
Advisory Services Network
Georgia
$212K +$145K +4,958 +215%
HAM
37
Highstreet Asset Management
Ontario, Canada
$147K +$147K +5,036 New
Bank of America
38
Bank of America
North Carolina
$114K – – –
ACM
39
Aviance Capital Management
Florida
$89K +$89K +3,050 New
NFG
40
Next Financial Group
Texas
$71K – – –
RFWA
41
RPg Family Wealth Advisory
Massachusetts
$38.3K -$380 -13 -1%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$32K +$28.8K +990 +900%
Creative Planning
43
Creative Planning
Kansas
$29K +$21.4K +730 +280%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$29K +$29K +1,000 New
SEI Investments
45
SEI Investments
Pennsylvania
$13K +$13K +459 New
GAM
46
Gemmer Asset Management
California
$9K – – –
TWA
47
TCI Wealth Advisors
Arizona
$6K +$6K +195 New
KF
48
Krilogy Financial
Missouri
$4K +$1.33K +50 +50%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$3K +$3K +100 New
WEC
50
Winslow Evans & Crocker
Massachusetts
$2.92K – – –
1
2
3