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ALPS O'Shares US Quality Dividend ETF
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Overview Fund Activity

96 hedge funds and large institutions have $435M invested in ALPS O'Shares US Quality Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+12
Holders Change %
+14.29%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
37
Reduced
21
Closed
7
Calls
$219K
Puts
–
Net Calls
+$219K
Net Calls Change
+$219K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$121M
2
SAM
2
Synergy Asset Management
Washington
$5.21M
3
Morgan Stanley
3
Morgan Stanley
New York
$75.5M
4
CF
4
Clarity Financial
Texas
$2.11M
5
GM
5
GeoWealth Management
Illinois
$2M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$35K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.56M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$392K +$392K +8,428 New
OC
52
Oppenheimer & Co
New York
$365K +$7.27K +156 +2%
TC
53
TAP Consulting
Missouri
$346K +$1.4K +30 +0.4%
SPC
54
Sigma Planning Corp
Michigan
$328K +$373 +8 +0.1%
ASN
55
Advisory Services Network
Georgia
$316K -$14K -300 -4%
Truist Financial
56
Truist Financial
North Carolina
$315K +$11K +237 +4%
BMCM
57
Burns Matteson Capital Management
New York
$314K – – –
TRCT
58
Tower Research Capital (TRC)
New York
$314K -$637K -13,662 -67%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$302K +$19.8K +426 +7%
SC
60
Stephens Consulting
Michigan
$298K +$298K +6,402 New
CWM
61
Centric Wealth Management
Illinois
$297K – – –
BFA
62
Beacon Financial Advisory
Ohio
$281K +$1.12K +24 +0.4%
KPWS
63
Kestra Private Wealth Services
Texas
$278K -$68K -1,459 -20%
HCMT
64
Highland Capital Management (Tennessee)
Tennessee
$254K – – –
MA
65
Mutual Advisors
Nebraska
$249K +$7.07K +152 +3%
SPIA
66
Steward Partners Investment Advisory
New York
$246K – – –
AL
67
ACAS LLC
California
$238K – – –
MA
68
MONECO Advisors
Connecticut
$225K +$225K +5,062 New
CWM
69
Chemistry Wealth Management
New York
$216K +$216K +4,641 New
NLP
70
Next Level Private
New York
$216K +$216K +4,641 New
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$213K +$213K +4,566 New
BAM
72
Belpointe Asset Management
Nevada
$211K +$73.6K +1,580 +54%
FAG
73
Fortitude Advisory Group
Washington
$196K +$196K +4,219 New
CFCI
74
Comprehensive Financial Consultants Institutional
Indiana
$195K +$195K +4,557 New
JMF
75
Johnson Midwest Financial
Iowa
$90K – – –
1 2
3
4 5