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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

60 hedge funds and large institutions have $216M invested in ALPS O'Shares US Quality Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
9
Increased
23
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SGAM
Steinberg Global Asset Management
Florida
+$8.04M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.38M
3
BFA
Beaumont Financial Advisors
Massachusetts
+$3.77M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.94M
5
GFPC
Global Financial Private Capital
Florida
+$2.54M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$67.6M
2
UBS Group
UBS Group
Switzerland
-$10.3M
3
RPG
Risk Paradigm Group
Texas
-$1.19M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$712K
5
APA
American Portfolios Advisors
New York
-$693K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$854K -$693K -22,711 -45%
AG
27
Advisor Group
Arizona
$852K -$20.2K -660 -2%
AI
28
Atria Investments
North Carolina
$615K +$128K +4,188 +26%
LNC
29
Lincoln National Corp
Pennsylvania
$601K +$601K +19,704 New
FAAS
30
First Allied Advisory Services
California
$554K -$9.44K -309 -2%
FHA
31
Flagship Harbor Advisors
Massachusetts
$521K +$9.7K +325 +2%
RIA
32
Regal Investment Advisors
Michigan
$515K +$50.3K +1,648 +11%
AIP
33
Ahrens Investment Partners
Louisiana
$380K +$30.5K +1,000 +9%
OC
34
Oppenheimer & Co
New York
$369K – – –
MML Investors Services
35
MML Investors Services
Massachusetts
$356K -$480K -15,721 -57%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$320K -$12.6K -415 -4%
IFWM
37
Institute for Wealth Management
Colorado
$311K -$157K -5,210 -34%
ASN
38
Advisory Services Network
Georgia
$252K +$29.8K +976 +13%
FA
39
FDx Advisors
Illinois
$247K -$2.9K -95 -1%
EWF
40
Epstein & White Financial
California
$235K -$443 -15 -0.2%
VC
41
Vicus Capital
Pennsylvania
$224K +$224K +7,347 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$205K -$20.4K -669 -9%
Citigroup
43
Citigroup
New York
$149K +$149K +4,900 New
Bank of America
44
Bank of America
North Carolina
$119K – – –
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K – – –
ACM
46
Aviance Capital Management
Florida
$103K -$1.13K -37 -1%
HAM
47
Highstreet Asset Management
Ontario, Canada
$103K – – –
BWA
48
BDO Wealth Advisors
Florida
$66K -$5.73K -189 -8%
VCM
49
Virtue Capital Management
Tennessee
$41K +$6.61K +216 +19%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$34K -$11.4K -369 -25%
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