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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

61 hedge funds and large institutions have $182M invested in ALPS O'Shares US Quality Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
24
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$15.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.9M
3
Morgan Stanley
Morgan Stanley
New York
$25.4M
4
AG
Advisor Group
Arizona
$2.48M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.89M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$0
2
LPL Financial
LPL Financial
California
$5.51M
3
AWM
AE Wealth Management
Kansas
$1.18M
4
BFA
Beaumont Financial Advisors
Massachusetts
$16.4M
5
SS
Simplicity Solutions
Minnesota
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
26
Strategic Investment Advisors
Michigan
$598K +$598K +19,928 New
SWP
27
Stratos Wealth Partners
Ohio
$576K +$410K +13,653 +247%
AI
28
Atria Investments
North Carolina
$558K -$43.4K -1,447 -7%
FHA
29
Flagship Harbor Advisors
Massachusetts
$514K -$5.93K -198 -1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$492K +$126K +4,205 +35%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$487K +$187K +6,221 +62%
MML Investors Services
32
MML Investors Services
Massachusetts
$367K -$90.8K -3,025 -20%
Stifel Financial
33
Stifel Financial
Missouri
$353K +$104K +3,475 +42%
OC
34
Oppenheimer & Co
New York
$338K -$9K -300 -3%
IFWM
35
Institute for Wealth Management
Colorado
$336K +$336K +11,177 New
IA
36
IFP Advisors
Florida
$326K +$24.9K +837 +8%
BHWM
37
Bay Harbor Wealth Management
Maryland
$292K +$292K +9,727 New
RIA
38
Regal Investment Advisors
Michigan
$291K -$45.3K -1,510 -13%
ASN
39
Advisory Services Network
Georgia
$256K -$13.8K -459 -5%
FAAS
40
First Allied Advisory Services
California
$255K -$28.8K -963 -10%
VC
41
Vicus Capital
Pennsylvania
$244K +$9.56K +318 +4%
IA
42
IFG Advisory
Georgia
$222K +$29.8K +1,493 +15%
SFA
43
Semmax Financial Advisors
North Carolina
$216K +$216K +7,208 New
Bank of America
44
Bank of America
North Carolina
$127K +$571 +19 +0.5%
AIA
45
Alera Investment Advisors
Illinois
$126K +$126K +4,211 New
GWMIA
46
Global Wealth Management Investment Advisory
Florida
$104K +$104K +3,477 New
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.9K -$24K -800 -22%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$60K +$21K +700 +54%
RFWA
49
RPg Family Wealth Advisory
Massachusetts
$44.5K +$15K +500 +51%
AssetMark Inc
50
AssetMark Inc
California
$28K +$28K +938 New
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