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ALPS O'Shares US Quality Dividend ETF
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Overview Fund Activity

75 hedge funds and large institutions have $260M invested in ALPS O'Shares US Quality Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
28
Reduced
24
Closed
8
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$230K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$46.4M
2
WP
WealthShield Partners
North Carolina
$1.85M
3
AFM
Andesa Financial Management
Pennsylvania
$2.12M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.4M
5
IWC
Integrated Wealth Concepts
Massachusetts
$1.39M

Top Sellers

1
AIP
Ahrens Investment Partners
Louisiana
$2.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.4M
3
BFA
Beaumont Financial Advisors
Massachusetts
$7.04M
4
RIA
Regal Investment Advisors
Michigan
$0
5
LPL Financial
LPL Financial
California
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
51
Kestra Private Wealth Services
Texas
$253K +$253K +6,967 New
IFWM
52
Institute for Wealth Management
Colorado
$246K -$31.2K -862 -11%
CWM
53
Centric Wealth Management
Illinois
$216K +$216K +6,383 New
SPIA
54
Steward Partners Investment Advisory
New York
$174K +$3.63K +100 +2%
ATC
55
Adirondack Trust Company
New York
$147K – – –
BAM
56
Belpointe Asset Management
Nevada
$121K -$2.89K -80 -2%
IA
57
IFP Advisors
Florida
$112K -$31.2K -861 -22%
IFAM
58
Institutional & Family Asset Management
Colorado
$101K -$134K -3,690 -57%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$68K +$146 +4 +0.2%
EIP
60
Ellis Investment Partners
Pennsylvania
$56K -$7.22K -200 -11%
EP
61
Eudaimonia Partners
Tennessee
$35K – – –
SFA
62
Semmax Financial Advisors
North Carolina
$34K – – –
RFWA
63
RPg Family Wealth Advisory
Massachusetts
$21.1K – – –
PCA
64
Providence Capital Advisors
North Carolina
$21K +$6.26K +170 +43%
S
65
SignatureFD
Georgia
$20K +$20K +550 New
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
GWM
67
Geneos Wealth Management
Colorado
$14K – – –
OIA
68
Optimum Investment Advisors
Illinois
$11K – – –
US Bancorp
69
US Bancorp
Minnesota
$6K – – –
CFGS
70
Concourse Financial Group Securities
Alabama
$6K – – –
AIC
71
Archer Investment Corporation
Indiana
$5.37K – – –
Citigroup
72
Citigroup
New York
$5K – – –
WEC
73
Winslow Evans & Crocker
Massachusetts
$3K – – –
FCA
74
FinTrust Capital Advisors
South Carolina
$1.58K +$189 +5,226 +14%
RIA
75
Regal Investment Advisors
Michigan
– -$1.42M -42,830 Closed
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3
4