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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

102 hedge funds and large institutions have $341M invested in ALPS O'Shares US Quality Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
–
Holders Change %
0%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
25
Reduced
45
Closed
12
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.84M
2
PEA
2
Park Edge Advisors
Ohio
$1.61M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$44.7M
4
AFM
4
Andesa Financial Management
Pennsylvania
$1.54M
5
KPWS
5
Kestra Private Wealth Services
Texas
$902K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$75.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.4M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$290K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.5M
5
AIP
5
Ahrens Investment Partners
Louisiana
$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
Avant Capital
Louisiana
$1.27M -$1.48K -35 -0.1%
APA
27
Astoria Portfolio Advisors
New York
$1M +$29.5K +700 +3%
OP
28
ORG Partners
Indiana
$975K +$975K +22,996 New
GAM
29
Grandview Asset Management
Pennsylvania
$956K -$47.7K -1,133 -5%
SFG
30
Sovereign Financial Group
Connecticut
$939K -$801 -19 -0.1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$924K -$102K -2,420 -10%
KPWS
32
Kestra Private Wealth Services
Texas
$902K +$659K +15,639 +272%
CAL
33
Capital Advisors Ltd
Ohio
$740K -$57.4K -1,361 -7%
RG
34
Retirement Group
California
$729K +$321K +7,610 +79%
Goldman Sachs
35
Goldman Sachs
New York
$723K – – –
AWM
36
Axxcess Wealth Management
California
$712K -$1.69K -40 -0.2%
FHA
37
Flagship Harbor Advisors
Massachusetts
$704K -$33.4K -793 -5%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$690K +$60.7K +1,439 +10%
DI
39
Diligent Investors
California
$668K +$126 +3 +0%
AWS
40
Atria Wealth Solutions
New York
$634K +$2.61K +62 +0.4%
SF
41
Summit Financial
New Jersey
$588K – – –
KWM
42
Kingsview Wealth Management
Oregon
$573K -$2.87K -68 -0.5%
PCS
43
Personal CFO Solutions
New Jersey
$545K +$14.8K +351 +3%
FFN
44
Focus Financial Network
Minnesota
$479K -$2.61K -62 -0.5%
FFM
45
Forum Financial Management
Illinois
$475K – – –
FTUS
46
Flow Traders U.S.
New York
$454K +$454K +10,774 New
OC
47
Oppenheimer & Co
New York
$453K -$21.1K -500 -4%
WAS
48
WESPAC Advisors SoCal
California
$443K -$126K -3,000 -22%
AWM
49
AE Wealth Management
Kansas
$418K -$55.4K -1,314 -12%
HighTower Advisors
50
HighTower Advisors
Illinois
$414K – – –
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