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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

84 hedge funds and large institutions have $312M invested in ALPS O'Shares US Quality Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
42
Reduced
21
Closed
8
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$51.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.9M
3
LPL Financial
LPL Financial
California
$15.3M
4
GM
GeoWealth Management
Illinois
$1.88M
5
SBA
Secrest Blakey & Associates
North Carolina
$1.34M

Top Sellers

1
GI
Glovista Investments
New Jersey
$0
2
BFA
Beaumont Financial Advisors
Massachusetts
$13.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.1M
4
AIM
Astor Investment Management
Illinois
$16.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$373K +$33.8K +925 +10%
HighTower Advisors
52
HighTower Advisors
Illinois
$346K +$36K +985 +12%
BHWM
53
Bay Harbor Wealth Management
Maryland
$337K -$731 -20 -0.2%
IFWM
54
Institute for Wealth Management
Colorado
$324K -$3.04K -83 -0.9%
Truist Financial
55
Truist Financial
North Carolina
$284K +$284K +7,745 New
BDF
56
Balasa Dinverno & Foltz
$279K +$1.83K +50 +0.7%
CW
57
CreativeOne Wealth
Kansas
$269K +$20.3K +554 +8%
LAS
58
Lloyd Advisory Services
Georgia
$260K +$260K +7,087 New
SPC
59
Sigma Planning Corp
Michigan
$259K -$51.6K -1,408 -17%
PPP
60
Private Portfolio Partners
New Jersey
$255K +$73 +2 +0%
MML Investors Services
61
MML Investors Services
Massachusetts
$252K +$19.5K +534 +8%
CWM
62
Centric Wealth Management
Illinois
$234K – – –
FFN
63
Focus Financial Network
Minnesota
$229K +$110 +3 +0%
ASN
64
Advisory Services Network
Georgia
$229K +$6.78K +185 +3%
CAN
65
Cetera Advisor Networks
California
$226K +$1.68K +46 +0.7%
FAAS
66
First Allied Advisory Services
California
$210K +$210K +5,666 New
IA
67
IFP Advisors
Florida
$199K -$7.63K -210 -4%
SPIA
68
Steward Partners Investment Advisory
New York
$197K +$29.2K +800 +17%
William Blair & Company
69
William Blair & Company
Illinois
$183K +$37 +1 +0%
ATC
70
Adirondack Trust Company
New York
$147K – – –
GFPC
71
Global Financial Private Client
Florida
$130K +$130K +3,539 New
NFG
72
Next Financial Group
Texas
$81K +$10.3K +280 +15%
EIP
73
Ellis Investment Partners
Pennsylvania
$67K +$440 +12 +0.7%
EP
74
Eudaimonia Partners
Tennessee
$41K +$41K +1,124 New
SFA
75
Semmax Financial Advisors
North Carolina
$38K -$6.64K -183 -15%
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