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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

85 hedge funds and large institutions have $333M invested in ALPS O'Shares US Quality Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
38
Reduced
26
Closed
9
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$10K

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$15.8M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$5.13M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.13M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.97M
5
MCC
5
Money Concepts Capital
Florida
$1.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.5M
3
LPL Financial
3
LPL Financial
California
$8.72M
4
UBS Group
4
UBS Group
Switzerland
$18.2M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
26
Andesa Financial Management
Pennsylvania
$2.08M +$1.2M +30,182 +138%
AIP
27
Ahrens Investment Partners
Louisiana
$2.05M -$164K -4,100 -7%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.98M +$283K +7,087 +17%
Goldman Sachs
29
Goldman Sachs
New York
$1.97M +$1.97M +49,326 New
DC
30
Davenport & Co
Virginia
$1.84M +$47.9K +1,200 +3%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.71M +$421K +10,542 +33%
SWP
32
Stratos Wealth Partners
Ohio
$1.68M -$29.3K -735 -2%
MCC
33
Money Concepts Capital
Florida
$1.65M +$1.65M +41,378 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.61M +$130K +3,262 +9%
RA
35
RFG Advisory
Alabama
$1.2M +$23.3K +585 +2%
WP
36
WealthShield Partners
North Carolina
$1.13M -$440K -11,043 -28%
FHA
37
Flagship Harbor Advisors
Massachusetts
$906K -$3.67K -92 -0.4%
APA
38
American Portfolios Advisors
New York
$891K +$51.8K +1,297 +6%
KWM
39
Kingsview Wealth Management
Oregon
$853K +$230K +5,755 +37%
CAL
40
Capital Advisors Ltd
Ohio
$772K +$228K +5,719 +42%
SFG
41
Sovereign Financial Group
Connecticut
$713K +$21.5K +540 +3%
DI
42
Diligent Investors
California
$640K +$120 +3 +0%
RJT
43
Raymond James Trust
Florida
$571K -$5.23K -131 -0.9%
ACA
44
Atlas Capital Advisors
Wyoming
$554K -$31.9K -800 -5%
GAM
45
Grandview Asset Management
Pennsylvania
$550K +$550K +13,780 New
PCS
46
Personal CFO Solutions
New Jersey
$479K – – –
FFN
47
Focus Financial Network
Minnesota
$443K -$11.5K -288 -3%
CWM
48
Centric Wealth Management
Illinois
$418K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$409K +$800 +20 +0.2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$383K +$199 +5 +0.1%
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