OUSA icon

ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

102 hedge funds and large institutions have $438M invested in ALPS O'Shares US Quality Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
37
Reduced
29
Closed
9
Calls
$1.35M
Puts
$1.27M
Net Calls
+$75K
Net Calls Change
-$144K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$130M
2
Morgan Stanley
Morgan Stanley
New York
$80.8M
3
AIP
Ahrens Investment Partners
Louisiana
$8.78M
4
Citadel Advisors
Citadel Advisors
Florida
$4.42M
5
LPL Financial
LPL Financial
California
$15.1M

Top Sellers

1
SAM
Synergy Asset Management
Washington
$0
2
Bank of America
Bank of America
North Carolina
$24.7M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$964K
4
UBS Group
UBS Group
Switzerland
$16.7M
5
CF
Clarity Financial
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$454K +$145K +3,296 +47%
HighTower Advisors
52
HighTower Advisors
Illinois
$438K – – –
WP
53
WealthPLAN Partners
Nebraska
$408K +$42 +1 +0%
WIM
54
WealthPlan Investment Management
Nebraska
$408K +$408K +9,700 New
RJT
55
Raymond James Trust
Florida
$398K -$22.1K -502 -5%
FTUS
56
Flow Traders U.S.
New York
$361K +$361K +8,201 New
JWCA
57
J.W. Cole Advisors
Florida
$343K -$27.8K -632 -7%
TC
58
TAP Consulting
Missouri
$342K +$14.5K +329 +4%
OC
59
Oppenheimer & Co
New York
$341K -$4.1K -93 -1%
AWS
60
Atria Wealth Solutions
New York
$335K +$335K +7,606 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$318K +$33.1K +754 +12%
ASN
62
Advisory Services Network
Georgia
$300K +$1.93K +44 +0.6%
BMCM
63
Burns Matteson Capital Management
New York
$297K – – –
CWM
64
Centric Wealth Management
Illinois
$281K – – –
BFA
65
Beacon Financial Advisory
Ohio
$266K +$1.01K +23 +0.4%
KPWS
66
Kestra Private Wealth Services
Texas
$263K +$308 +7 +0.1%
SPIA
67
Steward Partners Investment Advisory
New York
$250K +$17.6K +400 +8%
MA
68
Mutual Advisors
Nebraska
$235K +$88 +2 +0%
SC
69
Stephens Consulting
Michigan
$231K -$50.6K -1,150 -18%
HCMT
70
Highland Capital Management (Tennessee)
Tennessee
$227K -$13.2K -300 -5%
AL
71
ACAS LLC
California
$225K – – –
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$212K +$11.5K +261 +6%
FAG
73
Fortitude Advisory Group
Washington
$206K +$20.6K +470 +11%
NLP
74
Next Level Private
New York
$204K – – –
BAM
75
Belpointe Asset Management
Nevada
$130K -$69.6K -1,580 -35%
1 2
3
4 5