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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

96 hedge funds and large institutions have $435M invested in ALPS O'Shares US Quality Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+12
Holders Change %
+14.29%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
37
Reduced
21
Closed
7
Calls
$219K
Puts
–
Net Calls
+$219K
Net Calls Change
+$219K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$121M
2
SAM
Synergy Asset Management
Washington
$5.21M
3
Morgan Stanley
Morgan Stanley
New York
$75.5M
4
CF
Clarity Financial
Texas
$2.11M
5
GM
GeoWealth Management
Illinois
$2M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
IAIM
International Assets Investment Management
Florida
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$35K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.56M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.24M +$132K +2,837 +6%
CF
27
Clarity Financial
Texas
$2.11M +$2.11M +45,343 New
GM
28
GeoWealth Management
Illinois
$2M +$2M +42,940 New
DC
29
Davenport & Co
Virginia
$1.92M – – –
WA
30
Win Advisors
Florida
$1.67M +$1.67M +35,822 New
RA
31
RFG Advisory
Alabama
$1.61M +$85K +1,825 +6%
AC
32
Avant Capital
Louisiana
$1.49M +$1.49M +31,914 New
AFM
33
Andesa Financial Management
Pennsylvania
$1.41M -$280 -6 -0%
APA
34
American Portfolios Advisors
New York
$1.41M -$3.82K -82 -0.3%
GAM
35
Grandview Asset Management
Pennsylvania
$1.32M +$25.9K +555 +2%
CAL
36
Capital Advisors Ltd
Ohio
$1.07M -$5.78K -124 -0.5%
SFG
37
Sovereign Financial Group
Connecticut
$952K +$2.7K +58 +0.3%
KWM
38
Kingsview Wealth Management
Oregon
$926K -$66.9K -1,435 -7%
FHA
39
Flagship Harbor Advisors
Massachusetts
$844K -$184K -3,946 -18%
DI
40
Diligent Investors
California
$738K +$186 +4 +0%
Goldman Sachs
41
Goldman Sachs
New York
$708K – – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$658K +$5.63K +121 +0.9%
ACA
43
Atlas Capital Advisors
Wyoming
$623K -$23.3K -500 -4%
PCS
44
Personal CFO Solutions
New Jersey
$611K +$52.1K +1,119 +9%
CAN
45
Cetera Advisor Networks
California
$601K +$20.6K +442 +4%
FFM
46
Forum Financial Management
Illinois
$543K +$543K +11,652 New
EA
47
Ellsworth Advisors
Ohio
$471K +$55.2K +1,185 +13%
HighTower Advisors
48
HighTower Advisors
Illinois
$465K +$187 +4 +0%
RJT
49
Raymond James Trust
Florida
$444K – – –
WP
50
WealthPLAN Partners
Nebraska
$431K -$570K -12,822 -57%
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