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ALPS O'Shares US Quality Dividend ETF
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Overview Fund Activity

81 hedge funds and large institutions have $233M invested in ALPS O'Shares US Quality Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
31
Reduced
25
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$28.9M
2
GI
Glovista Investments
New Jersey
$2.47M
3
AWM
AE Wealth Management
Kansas
$5.19M
4
SS
Simplicity Solutions
Minnesota
$4.66M
5
LPL Financial
LPL Financial
California
$9.61M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.3M
2
GFPC
Global Financial Private Capital
Florida
$11.8M
3
UBS Group
UBS Group
Switzerland
$17.7M
4
BFA
Beaumont Financial Advisors
Massachusetts
$15.5M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
26
Outlook Wealth Advisors
Texas
$1.08M +$283K +8,295 +35%
PS
27
Portfolio Strategies
New York
$1.07M +$207K +6,073 +24%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$945K +$945K +27,732 New
SIA
29
Strategic Investment Advisors
Michigan
$875K +$147K +4,304 +20%
ACA
30
Atlas Capital Advisors
Wyoming
$845K +$845K +24,776 New
APA
31
American Portfolios Advisors
New York
$832K -$4.36K -128 -0.5%
AI
32
Atria Investments
North Carolina
$793K +$60.9K +1,807 +8%
VC
33
Vicus Capital
Pennsylvania
$726K +$495K +14,516 +214%
SWP
34
Stratos Wealth Partners
Ohio
$683K +$46.1K +1,350 +7%
APC
35
Aspire Private Capital
North Carolina
$682K -$5.42K -159 -0.8%
Jane Street
36
Jane Street
New York
$618K -$13.6K -398 -2%
Stifel Financial
37
Stifel Financial
Missouri
$595K +$220K +6,474 +58%
FHA
38
Flagship Harbor Advisors
Massachusetts
$584K +$102 +3 +0%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$503K +$9.23K +271 +2%
GAM
40
Grandview Asset Management
Pennsylvania
$476K +$264K +7,764 +125%
IFWM
41
Institute for Wealth Management
Colorado
$374K -$7.37K -216 -2%
MML Investors Services
42
MML Investors Services
Massachusetts
$368K +$25.8K +759 +8%
PP
43
Pension Partners
New York
$345K +$345K +10,121 New
BHWM
44
Bay Harbor Wealth Management
Maryland
$326K -$8.25K -242 -2%
RIA
45
Regal Investment Advisors
Michigan
$324K +$11.9K +348 +4%
DC
46
Davenport & Co
Virginia
$297K +$297K +8,705 New
OC
47
Oppenheimer & Co
New York
$295K -$14.7K -430 -5%
IA
48
IFG Advisory
Georgia
$289K – – –
SPC
49
Sigma Planning Corp
Michigan
$252K +$252K +7,379 New
FAAS
50
First Allied Advisory Services
California
$251K +$3.61K +106 +1%
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