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ALPS O'Shares U.S. Quality Dividend ETF
OUSA

129 hedge funds and large institutions have $383M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

2% more funds holding

Funds holding: 127 → 129 (+2)

0.98% more ownership

Funds ownership: 46.98% → 47.95% (+0.98%)

1% less capital invested

Capital invested by funds: $387M → $383M (-$3.36M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
46
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
+$11.3M
2
Ameriprise
Ameriprise
Minnesota
+$6.69M
3
Morgan Stanley
Morgan Stanley
New York
+$5.71M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.38M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$13.7M
2
WA
Win Advisors
Florida
-$9.43M
3
P
&Partners
Tennessee
-$3.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.74M
5
Bank of America
Bank of America
North Carolina
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
26
Davenport & Co
Virginia
$1.89M +$1.25K +23 +0.1%
WIM
27
WealthPlan Investment Management
Nebraska
$1.84M +$41.7K +770 +2%
AF
28
Apollon Financial
South Carolina
$1.84M +$13.6K +250 +0.7%
IAA
29
Independent Advisor Alliance
North Carolina
$1.79M +$1.83M +33,697 New
PPP
30
Private Portfolio Partners
New Jersey
$1.73M +$16K +296 +0.9%
NA
31
NewEdge Advisors
Louisiana
$1.66M -$98.2K -1,811 -5%
AC
32
Avant Capital
Louisiana
$1.64M +$1.67M +30,825 New
CT
33
Caldwell Trust
Florida
$1.63M -$25.9K -477 -2%
BFA
34
Beaumont Financial Advisors
Massachusetts
$1.51M -$54K -996 -3%
AAS
35
Ameritas Advisory Services
Nebraska
$1.46M +$1.49M +27,405 New
PEA
36
Park Edge Advisors
Ohio
$1.23M -$50.1K -924 -4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.2M -$45.6K -841 -4%
SFG
38
Sovereign Financial Group
Connecticut
$1.19M +$6.13K +113 +0.5%
FHA
39
Flagship Harbor Advisors
Massachusetts
$1.16M -$596 -11 -0.1%
Goldman Sachs
40
Goldman Sachs
New York
$1.14M -$13.7M -252,870 -92%
CAL
41
Capital Advisors Ltd
Ohio
$847K -$18.4K -339 -2%
DI
42
Diligent Investors
California
$776K +$217 +4 +0%
KWM
43
Kingsview Wealth Management
Oregon
$733K +$2.17K +40 +0.3%
JP Morgan Chase
44
JP Morgan Chase
New York
$726K +$318K +5,864 +75%
CAM
45
Cresset Asset Management
Illinois
$722K -$26.5K -489 -3%
GAM
46
Grandview Asset Management
Pennsylvania
$692K -$49.1K -906 -7%
FFN
47
Focus Financial Network
Minnesota
$622K +$2.28K +42 +0.4%
SFS
48
Symphony Financial Services
Ohio
$611K +$10.8K +200 +2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$604K -$105K -1,931 -15%
SPC
50
Sigma Planning Corp
Michigan
$547K +$32.8K +605 +6%
1
2
3 4 5

OUSA Hedge Fund Activity: Q4 2024 in Review

129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q4 2024, worth a combined $383M — down 0.87% from $387M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OUSA positions and 12 closed out — a net gain of 4 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was Thurston Springer Miller Herd & Titak, adding an estimated $11.3M. The largest seller was Goldman Sachs, cutting an estimated $13.7M.

  • 129 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q4 2024, up from 127 in Q3 2024.
  • Funds reported $383M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q4 2024, down 0.87% quarter-over-quarter.
  • 16 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q4 2024 and 12 closed out, a net change of +4 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q4 2024 was Thurston Springer Miller Herd & Titak, an estimated $11.3M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q4 2024 was Goldman Sachs, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.