OUSA icon

ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

124 hedge funds and large institutions have $385M invested in ALPS O'Shares US Quality Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
42
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.8M
2
WA
2
Win Advisors
Florida
$9.43M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$8.4M
4
WIM
4
WealthPlan Investment Management
Nebraska
$1.83M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.39M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$28M
2
BCM
2
Beaumont Capital Management
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.13M
4
Bank of America
4
Bank of America
North Carolina
$23.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$2.94M +$204K +3,772 +7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.38M -$156K -2,888 -6%
DC
28
Davenport & Co
Virginia
$1.92M -$1.4K -26 -0.1%
AF
29
Apollon Financial
South Carolina
$1.86M +$102K +1,890 +6%
WIM
30
WealthPlan Investment Management
Nebraska
$1.83M +$1.83M +33,892 New
NA
31
NewEdge Advisors
Louisiana
$1.79M -$496K -9,187 -22%
PPP
32
Private Portfolio Partners
New Jersey
$1.74M -$24.9K -462 -1%
BFA
33
Beaumont Financial Advisors
Massachusetts
$1.58M -$1.05M -19,439 -40%
Citadel Advisors
34
Citadel Advisors
Florida
$1.39M +$891K +16,505 +178%
PEA
35
Park Edge Advisors
Ohio
$1.3M +$51.8K +960 +4%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.27M -$435K -8,057 -26%
SFG
37
Sovereign Financial Group
Connecticut
$1.2M +$972 +18 +0.1%
FHA
38
Flagship Harbor Advisors
Massachusetts
$1.18M +$1.18M +21,889 New
SAM
39
Secure Asset Management
Michigan
$1.13M +$60K +1,112 +6%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.13M -$40.4K -748 -3%
CAL
41
Capital Advisors Ltd
Ohio
$879K +$594 +11 +0.1%
DI
42
Diligent Investors
California
$789K +$5.62K +104 +0.7%
CAM
43
Cresset Asset Management
Illinois
$760K – – –
GAM
44
Grandview Asset Management
Pennsylvania
$752K -$10.4K -192 -1%
KWM
45
Kingsview Wealth Management
Oregon
$743K +$21.1K +391 +3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$718K +$54.3K +1,005 +8%
SSWM
47
Sheets Smith Wealth Management
North Carolina
$668K +$361K +6,694 +118%
APA
48
Astoria Portfolio Advisors
New York
$636K -$113K -2,096 -15%
FFN
49
Focus Financial Network
Minnesota
$630K +$2.32K +43 +0.4%
SFS
50
Symphony Financial Services
Ohio
$610K -$18.3K -339 -3%
1
2
3 4 5