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ALPS O'Shares U.S. Quality Dividend ETF

126 hedge funds and large institutions have $384M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $383M → $384M (+$796K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.28% less ownership

Funds ownership: 47.95%47.68% (-0.28%)

2% less funds holding

Funds holding: 129126 (-3)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
35
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$2.79M -$182K -3,372 -6%
AAS
27
Ameritas Advisory Services
Nebraska
$2.66M +$1.22M +22,601 +82%
WA
28
Win Advisors
Florida
$2.54M +$2.57M +47,804 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.18M -$103K -1,911 -4%
DC
30
Davenport & Co
Virginia
$1.89M -$9.58K -178 -0.5%
WIM
31
WealthPlan Investment Management
Nebraska
$1.82M -$28K -521 -2%
AF
32
Apollon Financial
South Carolina
$1.82M -$26.9K -500 -1%
AC
33
Avant Capital
Louisiana
$1.68M +$38.6K +717 +2%
CT
34
Caldwell Trust
Florida
$1.62M -$8.08K -150 -0.5%
BFA
35
Beaumont Financial Advisors
Massachusetts
$1.46M -$44.9K -834 -3%
SFG
36
Sovereign Financial Group
Connecticut
$1.2M +$12.8K +238 +1%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.2M -$2.8K -52 -0.2%
FHA
38
Flagship Harbor Advisors
Massachusetts
$1.15M -$11.8K -219 -1%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.07M +$1.09M +20,175 New
PEA
40
Park Edge Advisors
Ohio
$1.07M -$165K -3,057 -13%
CAL
41
Capital Advisors Ltd
Ohio
$849K +$538 +10 +0.1%
KWM
42
Kingsview Wealth Management
Oregon
$735K +$861 +16 +0.1%
CAM
43
Cresset Asset Management
Illinois
$723K
DI
44
Diligent Investors
California
$688K -$90.8K -1,686 -12%
GAM
45
Grandview Asset Management
Pennsylvania
$665K -$28K -521 -4%
SPC
46
Sigma Planning Corp
Michigan
$597K +$48.9K +909 +9%
SFS
47
Symphony Financial Services
Ohio
$577K -$35.2K -654 -6%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$550K +$405K +7,530 +257%
OC
49
Oppenheimer & Co
New York
$547K +$10.9K +202 +2%
AFG
50
Atomi Financial Group
New York
$540K +$83K +1,542 +18%

OUSA Hedge Fund Activity: Q1 2025 in Review

126 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q1 2025, worth a combined $384M — up 0.21% from $383M a quarter earlier.

Fund positioning in OUSA was balanced in Q1 2025: 9 funds opened new positions, 9 closed out, 35 added to existing stakes and 43 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $3.04M. The largest seller was Royal Bank of Canada, cutting an estimated $1.87M.

  • 126 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q1 2025, down from 129 in Q4 2024.
  • Funds reported $384M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q1 2025, up 0.21% quarter-over-quarter.
  • 9 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q1 2025 and 9 closed out, a net change of 0 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q1 2025 was Janney Montgomery Scott, an estimated $3.04M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $1.87M sold.

Based on aggregated 13F filings for Q1 2025.