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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

75 hedge funds and large institutions have $260M invested in ALPS O'Shares US Quality Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
28
Reduced
24
Closed
8
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$230K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.6M
2
WP
WealthShield Partners
North Carolina
+$1.85M
3
AFM
Andesa Financial Management
Pennsylvania
+$1.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.46M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$998K

Top Sellers

1
AIP
Ahrens Investment Partners
Louisiana
-$3.13M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.6M
3
BFA
Beaumont Financial Advisors
Massachusetts
-$1.43M
4
RIA
Regal Investment Advisors
Michigan
-$1.42M
5
LPL Financial
LPL Financial
California
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBA
26
Secrest Blakey & Associates
North Carolina
$1.1M -$34.1K -941 -3%
AWM
27
AE Wealth Management
Kansas
$1.1M +$745K +20,537 +212%
WP
28
WealthPLAN Partners
Nebraska
$1.07M +$53K +1,432 +5%
RA
29
RFG Advisory
Alabama
$1M +$61.8K +1,703 +7%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$898K +$372K +10,253 +71%
SS
31
Simplicity Solutions
Minnesota
$883K +$883K +24,348 New
APA
32
American Portfolios Advisors
New York
$759K +$6.35K +175 +0.8%
FHA
33
Flagship Harbor Advisors
Massachusetts
$739K +$72 +2 +0%
KWM
34
Kingsview Wealth Management
Oregon
$590K -$120K -3,300 -17%
DC
35
Davenport & Co
Virginia
$538K -$21.4K -590 -4%
RJT
36
Raymond James Trust
Florida
$524K – – –
ACA
37
Atlas Capital Advisors
Wyoming
$456K -$485K -13,377 -52%
FFN
38
Focus Financial Network
Minnesota
$411K +$1.49K +41 +0.4%
MML Investors Services
39
MML Investors Services
Massachusetts
$383K -$13.6K -375 -3%
DI
40
Diligent Investors
California
$382K +$10.9K +300 +3%
FTUS
41
Flow Traders U.S.
New York
$369K +$369K +10,172 New
BFA
42
Beacon Financial Advisory
Ohio
$346K +$346K +9,549 New
ASN
43
Advisory Services Network
Georgia
$345K -$15K -415 -4%
SPC
44
Sigma Planning Corp
Michigan
$344K +$217 +6 +0.1%
HighTower Advisors
45
HighTower Advisors
Illinois
$313K – – –
CAL
46
Capital Advisors Ltd
Ohio
$312K +$206K +5,678 +194%
OC
47
Oppenheimer & Co
New York
$309K -$145 -4 -0%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$296K +$59.3K +1,632 +25%
Truist Financial
49
Truist Financial
North Carolina
$263K -$2.68K -74 -1%
AAS
50
Avantax Advisory Services
Texas
$259K +$259K +7,139 New
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2
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