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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

87 hedge funds and large institutions have $320M invested in ALPS O'Shares US Quality Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
34
Reduced
22
Closed
5
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$7K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$60.2M
2
Wells Fargo
Wells Fargo
California
$59.8M
3
IAIM
International Assets Investment Management
Florida
$8.36M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.6M
5
MML Investors Services
MML Investors Services
Massachusetts
$2.85M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$1.3M
2
RJA
Raymond James & Associates
Florida
$2.55M
3
FCA
FinTrust Capital Advisors
South Carolina
$9K
4
AFM
Andesa Financial Management
Pennsylvania
$840K
5
UBS Group
UBS Group
Switzerland
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$1.64M +$107K +2,792 +7%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.63M +$157K +4,089 +11%
WP
28
WealthShield Partners
North Carolina
$1.51M -$443K -11,554 -23%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.42M +$52K +1,358 +4%
WP
30
WealthPLAN Partners
Nebraska
$1.32M +$214K +5,592 +19%
BFA
31
Beaumont Financial Advisors
Massachusetts
$1.3M -$6.12M -160,046 -82%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.24M +$292K +7,616 +31%
RA
33
RFG Advisory
Alabama
$1.14M +$75.7K +1,973 +7%
FHA
34
Flagship Harbor Advisors
Massachusetts
$873K +$92.1K +2,406 +12%
AFM
35
Andesa Financial Management
Pennsylvania
$840K -$1.4M -36,658 -63%
APA
36
American Portfolios Advisors
New York
$805K +$4.1K +107 +0.5%
SFG
37
Sovereign Financial Group
Connecticut
$664K +$664K +17,337 New
DI
38
Diligent Investors
California
$614K +$211K +5,502 +52%
KWM
39
Kingsview Wealth Management
Oregon
$596K -$27.2K -710 -4%
ACA
40
Atlas Capital Advisors
Wyoming
$562K +$80.4K +2,100 +17%
RJT
41
Raymond James Trust
Florida
$553K – – –
CAL
42
Capital Advisors Ltd
Ohio
$522K +$192K +5,017 +58%
PCS
43
Personal CFO Solutions
New Jersey
$459K – – –
FFN
44
Focus Financial Network
Minnesota
$436K +$2K +52 +0.5%
CWM
45
Centric Wealth Management
Illinois
$401K +$157K +4,088 +64%
HighTower Advisors
46
HighTower Advisors
Illinois
$390K +$60.7K +1,589 +18%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$368K +$55.5K +1,447 +18%
ASN
48
Advisory Services Network
Georgia
$355K -$9.57K -250 -3%
SPC
49
Sigma Planning Corp
Michigan
$346K -$18K -469 -5%
OC
50
Oppenheimer & Co
New York
$314K -$12.3K -320 -4%
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