ALPS O'Shares U.S. Quality Dividend ETF
OUSA
86 hedge funds and large institutions have $335M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
4% more capital invested
Capital invested by funds: $322M → $335M (+$13.4M)
0.25% less ownership
Funds ownership: 56.03% → 55.78% (-0.25%)
2% less funds holding
Funds holding: 88 → 86 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$5.62M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$3.63M |
| 3 |
JP Morgan Chase
New York
|
+$3.01M |
| 4 |
Goldman Sachs
New York
|
+$1.89M |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.76M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.73M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.79M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.74M |
OUSA Hedge Fund Activity: Q1 2021 in Review
86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q1 2021, worth a combined $335M — up 4.2% from $322M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new OUSA positions and 9 closed out — a net gain of 1 holder — while 38 added to existing stakes and 27 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $5.62M. The largest seller was Morgan Stanley, cutting an estimated $11.8M.
- 86 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q1 2021, down from 88 in Q4 2020.
- Funds reported $335M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q1 2021, up 4.2% quarter-over-quarter.
- 10 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q1 2021 and 9 closed out, a net change of +1 holder.
- The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q1 2021 was International Assets Investment Management, an estimated $5.62M added.
- The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q1 2021 was Morgan Stanley, an estimated $11.8M sold.
Based on aggregated 13F filings for Q1 2021.