ALPS O'Shares U.S. Quality Dividend ETF
OUSA
85 hedge funds and large institutions have $314M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 21
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
15% more capital invested
Capital invested by funds: $274M → $314M (+$39.9M)
4% more funds holding
Funds holding: 82 → 85 (+3)
2.21% more ownership
Funds ownership: 50.86% → 53.07% (+2.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$10.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.83M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.58M |
| 5 |
SBA
Secrest Blakey & Associates
Raleigh,
North Carolina
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$7.87M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.41M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.89M |
| 4 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$1.46M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.13M |
OUSA Hedge Fund Activity: Q4 2019 in Review
85 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q4 2019, worth a combined $314M — up 15% from $274M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new OUSA positions and 8 closed out — a net gain of 5 holders — while 42 added to existing stakes and 21 trimmed.
The largest buyer was Wells Fargo, adding an estimated $10.8M. The largest seller was Glovista Investments, exiting entirely with an estimated $7.87M sold.
- 85 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q4 2019, up from 82 in Q3 2019.
- Funds reported $314M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q4 2019, up 15% quarter-over-quarter.
- 13 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q4 2019 and 8 closed out, a net change of +5 holders.
- The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q4 2019 was Wells Fargo, an estimated $10.8M added.
- The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q4 2019 was Glovista Investments, an estimated $7.87M sold.
Based on aggregated 13F filings for Q4 2019.