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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

87 hedge funds and large institutions have $320M invested in ALPS O'Shares US Quality Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
34
Reduced
22
Closed
5
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$7K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$60.2M
2
Wells Fargo
Wells Fargo
California
$59.8M
3
IAIM
International Assets Investment Management
Florida
$8.36M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.6M
5
MML Investors Services
MML Investors Services
Massachusetts
$2.85M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$1.3M
2
RJA
Raymond James & Associates
Florida
$2.55M
3
FCA
FinTrust Capital Advisors
South Carolina
$9K
4
AFM
Andesa Financial Management
Pennsylvania
$840K
5
UBS Group
UBS Group
Switzerland
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$275K -$2.76K -72 -1%
KPWS
52
Kestra Private Wealth Services
Texas
$274K +$9.68K +255 +4%
TC
53
TAP Consulting
Missouri
$261K +$261K +6,813 New
BFA
54
Beacon Financial Advisory
Ohio
$226K -$138K -3,622 -38%
IFWM
55
Institute for Wealth Management
Colorado
$216K -$43.8K -1,145 -17%
CAN
56
Cetera Advisor Networks
California
$202K +$202K +5,270 New
MA
57
Mutual Advisors
Nebraska
$202K +$202K +5,286 New
HCMT
58
Highland Capital Management (Tennessee)
Tennessee
$201K +$201K +5,240 New
SPIA
59
Steward Partners Investment Advisory
New York
$184K – – –
JMF
60
Johnson Midwest Financial
Iowa
$129K +$129K +3,360 New
BAM
61
Belpointe Asset Management
Nevada
$124K -$3.82K -100 -3%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$113K +$41.6K +1,084 +58%
IA
63
IFP Advisors
Florida
$102K -$14K -373 -12%
PCA
64
Providence Capital Advisors
North Carolina
$98K +$76.1K +1,986 +348%
EIP
65
Ellis Investment Partners
Pennsylvania
$48K -$11.7K -304 -20%
AWA
66
Arkadios Wealth Advisors
Georgia
$46K +$46K +1,221 New
EP
67
Eudaimonia Partners
Tennessee
$37K – – –
SFA
68
Semmax Financial Advisors
North Carolina
$36K – – –
AP
69
Atwood & Palmer
Missouri
$35K +$35K +913 New
AWM
70
Accel Wealth Management
Iowa
$32K +$32K +846 New
RFWA
71
RPg Family Wealth Advisory
Massachusetts
$22.3K – – –
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
GWM
73
Geneos Wealth Management
Colorado
$16K – – –
OIA
74
Optimum Investment Advisors
Illinois
$12K – – –
CG
75
Cutler Group
California
$11K +$11K +300 New
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