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ALPS O'Shares U.S. Quality Dividend ETF

137 hedge funds and large institutions have $379M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

7% more funds holding

Funds holding: 128137 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.43% less ownership

Funds ownership: 49.37%45.95% (-3.4%)

6% less capital invested

Capital invested by funds: $402M → $379M (-$22.3M)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

Holders
137
Holders Change
+9
Holders Change %
+7.03%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
36
Reduced
50
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.98M -$480K -8,683 -14%
DC
27
Davenport & Co
Virginia
$2.01M -$1.27K -23 -0.1%
WIM
28
WealthPlan Investment Management
Nebraska
$1.96M -$48.4K -875 -2%
AC
29
Avant Capital
Louisiana
$1.95M +$91.2K +1,649 +5%
AF
30
Apollon Financial
South Carolina
$1.86M -$54.7K -990 -3%
CT
31
Caldwell Trust
Florida
$1.68M -$28.4K -513 -2%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.67M -$7.72M -139,582 -83%
BFA
33
Beaumont Financial Advisors
Massachusetts
$1.54M -$9.45K -171 -0.6%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.35M +$276K +5,000 +26%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.32M +$960K +17,360 +288%
SFG
36
Sovereign Financial Group
Connecticut
$1.25M -$66.3K -1,199 -5%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.24M -$1.06M -19,086 -47%
FHA
38
Flagship Harbor Advisors
Massachusetts
$1.22M -$3.04K -55 -0.3%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.19M -$75.7K -1,369 -6%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$1.13M +$124K +2,249 +13%
CAL
41
Capital Advisors Ltd
Ohio
$904K +$663 +12 +0.1%
CAM
42
Cresset Asset Management
Illinois
$768K
KWM
43
Kingsview Wealth Management
Oregon
$760K +$774 +14 +0.1%
PEA
44
Park Edge Advisors
Ohio
$730K -$475K -8,587 -40%
Citadel Advisors
45
Citadel Advisors
Florida
$730K -$572K -10,346 -44%
SFS
46
Symphony Financial Services
Ohio
$700K +$59.3K +1,073 +9%
UFF
47
USA Financial Formulas
Michigan
$684K +$120K +2,171 +22%
GAM
48
Grandview Asset Management
Pennsylvania
$681K -$6.8K -123 -1%
AFG
49
Atomi Financial Group
New York
$631K +$24K +435 +4%
NFSG
50
Newbridge Financial Services Group
Florida
$631K +$24K +435 +4%

OUSA Hedge Fund Activity: Q3 2025 in Review

137 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q3 2025, worth a combined $379M — down 5.5% from $402M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OUSA positions and 4 closed out — a net gain of 12 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.05M. The largest seller was Thurston Springer Miller Herd & Titak, cutting an estimated $25.6M.

  • 137 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q3 2025, up from 128 in Q2 2025.
  • Funds reported $379M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q3 2025, down 5.5% quarter-over-quarter.
  • 16 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q3 2025 and 4 closed out, a net change of +12 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q3 2025 was Goldman Sachs, an estimated $1.05M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q3 2025 was Thurston Springer Miller Herd & Titak, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2025.