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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

112 hedge funds and large institutions have $374M invested in ALPS O'Shares US Quality Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
37
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$134M
2
MOS
MGO One Seven
Ohio
$9.19M
3
SAM
Secure Asset Management
Michigan
$1.46M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.14M
5
LPL Financial
LPL Financial
California
$25.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$30.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25M
3
Osaic Holdings
Osaic Holdings
Arizona
$6.59M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$329K
5
Bank of America
Bank of America
North Carolina
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
26
Private Portfolio Partners
New Jersey
$1.5M +$2.17K +47 +0.1%
CAN
27
Cetera Advisor Networks
California
$1.47M +$10.3K +224 +0.7%
SAM
28
Secure Asset Management
Michigan
$1.46M +$1.46M +31,638 New
AF
29
Apollon Financial
South Carolina
$1.24M +$1.24M +26,970 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.14M +$1.14M +24,700 New
PEA
31
Park Edge Advisors
Ohio
$1.12M +$130K +2,818 +13%
SFG
32
Sovereign Financial Group
Connecticut
$1.02M +$12.4K +268 +1%
OP
33
ORG Partners
Indiana
$1.01M +$775K +16,796 +334%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$965K -$42.4K -920 -4%
RG
35
Retirement Group
California
$897K -$244K -5,300 -21%
CAL
36
Capital Advisors Ltd
Ohio
$811K +$829 +18 +0.1%
KWM
37
Kingsview Wealth Management
Oregon
$806K -$9.08K -197 -1%
Goldman Sachs
38
Goldman Sachs
New York
$790K – – –
AWM
39
Axxcess Wealth Management
California
$768K +$1.57K +34 +0.2%
FHA
40
Flagship Harbor Advisors
Massachusetts
$744K +$7.33K +159 +1%
GAM
41
Grandview Asset Management
Pennsylvania
$706K -$166K -3,594 -19%
DI
42
Diligent Investors
California
$692K +$46 +1 +0%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$642K -$90.8K -1,968 -12%
AWS
44
Atria Wealth Solutions
New York
$607K -$60.1K -1,303 -9%
APA
45
Astoria Portfolio Advisors
New York
$565K +$37.7K +790 +7%
FFN
46
Focus Financial Network
Minnesota
$532K -$43.5K -944 -8%
Citadel Advisors
47
Citadel Advisors
Florida
$520K +$278K +6,038 +115%
OC
48
Oppenheimer & Co
New York
$508K +$4.61K +100 +0.9%
UFF
49
USA Financial Formulas
Michigan
$469K +$465K +10,088 +11,595%
HighTower Advisors
50
HighTower Advisors
Illinois
$453K -$185 -4 -0%
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