We are live on ! Find out more
OUSA icon

ALPS O'Shares U.S. Quality Dividend ETF

128 hedge funds and large institutions have $402M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

1.7% more ownership

Funds ownership: 47.68%49.37% (+1.7%)

2% more funds holding

Funds holding: 126128 (+2)

5% more capital invested

Capital invested by funds: $384M → $402M (+$17.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% 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
48
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$3.11M +$45.1K +862 +2%
AA
27
ALPS Advisors
Colorado
$3M +$2.91M +55,610 New
SWP
28
Stratos Wealth Partners
Ohio
$2.9M +$63.7K +1,218 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.21M +$575 +11 +0%
WIM
30
WealthPlan Investment Management
Nebraska
$1.92M +$77.5K +1,482 +4%
DC
31
Davenport & Co
Virginia
$1.92M +$1.2K +23 +0.1%
AF
32
Apollon Financial
South Carolina
$1.83M -$10.5K -200 -0.6%
AC
33
Avant Capital
Louisiana
$1.77M +$65.4K +1,252 +4%
CT
34
Caldwell Trust
Florida
$1.63M -$15.7K -300 -1%
BFA
35
Beaumont Financial Advisors
Massachusetts
$1.48M -$4.5K -86 -0.3%
SFG
36
Sovereign Financial Group
Connecticut
$1.26M +$34K +651 +3%
Citadel Advisors
37
Citadel Advisors
Florida
$1.26M +$1.22M +23,255 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.21M -$13.5K -258 -1%
FHA
39
Flagship Harbor Advisors
Massachusetts
$1.17M +$470 +9 +0%
PEA
40
Park Edge Advisors
Ohio
$1.16M +$77.3K +1,478 +7%
Two Sigma Investments
41
Two Sigma Investments
New York
$1.02M +$988K +18,900 New
Jones Financial Companies
42
Jones Financial Companies
Missouri
$956K +$385K +7,368 +70%
CAL
43
Capital Advisors Ltd
Ohio
$862K +$680 +13 +0.1%
CAM
44
Cresset Asset Management
Illinois
$734K
KWM
45
Kingsview Wealth Management
Oregon
$725K -$20.1K -384 -3%
GAM
46
Grandview Asset Management
Pennsylvania
$656K -$17.9K -342 -3%
SFS
47
Symphony Financial Services
Ohio
$611K +$24.3K +464 +4%
SPC
48
Sigma Planning Corp
Michigan
$606K +$523 +10 +0.1%
AFG
49
Atomi Financial Group
New York
$579K +$29.8K +570 +6%
NFSG
50
Newbridge Financial Services Group
Florida
$579K +$561K +10,726 New

OUSA Hedge Fund Activity: Q2 2025 in Review

128 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q2 2025, worth a combined $402M — up 4.5% from $384M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OUSA positions and 6 closed out — a net gain of 3 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.35M. The largest seller was Win Advisors, exiting entirely with an estimated $2.54M sold.

  • 128 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q2 2025, up from 126 in Q1 2025.
  • Funds reported $402M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q2 2025, up 4.5% quarter-over-quarter.
  • 9 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q2 2025 and 6 closed out, a net change of +3 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q2 2025 was Morgan Stanley, an estimated $3.35M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q2 2025 was Win Advisors, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2025.