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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

126 hedge funds and large institutions have $381M invested in ALPS O'Shares US Quality Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
46
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TSMHT
1
Thurston Springer Miller Herd & Titak
Indiana
$23.8M
2
Ameriprise
2
Ameriprise
Minnesota
$23.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.2M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.42M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$11.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.14M
2
WA
2
Win Advisors
Florida
$0
3
P
3
&Partners
Tennessee
$8.31M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.7M
5
Bank of America
5
Bank of America
North Carolina
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$1.89M +$1.22K +23 +0.1%
WIM
27
WealthPlan Investment Management
Nebraska
$1.84M +$40.9K +770 +2%
AF
28
Apollon Financial
South Carolina
$1.84M +$13.3K +250 +0.7%
IAA
29
Independent Advisor Alliance
North Carolina
$1.79M +$1.79M +33,697 New
PPP
30
Private Portfolio Partners
New Jersey
$1.73M +$15.7K +296 +0.9%
NA
31
NewEdge Advisors
Louisiana
$1.66M -$96.2K -1,811 -5%
AC
32
Avant Capital
Louisiana
$1.64M +$1.64M +30,825 New
BFA
33
Beaumont Financial Advisors
Massachusetts
$1.51M -$52.9K -996 -3%
AAS
34
Ameritas Advisory Services
Nebraska
$1.46M +$1.46M +27,405 New
PEA
35
Park Edge Advisors
Ohio
$1.23M -$49.1K -924 -4%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.2M -$44.7K -841 -4%
SFG
37
Sovereign Financial Group
Connecticut
$1.19M +$6K +113 +0.5%
FHA
38
Flagship Harbor Advisors
Massachusetts
$1.16M -$584 -11 -0.1%
Goldman Sachs
39
Goldman Sachs
New York
$1.14M -$13.4M -252,870 -92%
CAL
40
Capital Advisors Ltd
Ohio
$847K -$18K -339 -2%
DI
41
Diligent Investors
California
$776K +$212 +4 +0%
KWM
42
Kingsview Wealth Management
Oregon
$733K +$2.13K +40 +0.3%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$726K +$311K +5,864 +75%
CAM
44
Cresset Asset Management
Illinois
$722K -$26K -489 -3%
GAM
45
Grandview Asset Management
Pennsylvania
$692K -$48.1K -906 -7%
FFN
46
Focus Financial Network
Minnesota
$622K +$2.23K +42 +0.4%
SFS
47
Symphony Financial Services
Ohio
$611K +$10.6K +200 +2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$604K -$103K -1,931 -15%
SPC
49
Sigma Planning Corp
Michigan
$547K +$32.1K +605 +6%
HighTower Advisors
50
HighTower Advisors
Illinois
$544K +$16.7K +315 +3%
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