OUSA icon

ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

102 hedge funds and large institutions have $341M invested in ALPS O'Shares US Quality Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
–
Holders Change %
0%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
25
Reduced
45
Closed
12
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.84M
2
PEA
2
Park Edge Advisors
Ohio
$1.61M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$44.7M
4
AFM
4
Andesa Financial Management
Pennsylvania
$1.54M
5
KPWS
5
Kestra Private Wealth Services
Texas
$902K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$75.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.4M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$290K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.5M
5
AIP
5
Ahrens Investment Partners
Louisiana
$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$411K -$25.5K -604 -6%
TRCT
52
Tower Research Capital (TRC)
New York
$373K +$138K +3,271 +59%
WS
53
Wedbush Securities
California
$371K +$11.1K +264 +3%
ACA
54
Atlas Capital Advisors
Wyoming
$366K -$152K -3,600 -29%
TC
55
TAP Consulting
Missouri
$335K +$2.19K +52 +0.7%
JWCA
56
J.W. Cole Advisors
Florida
$328K -$3.63K -86 -1%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$322K +$80.5K +1,911 +33%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$313K +$10.5K +249 +3%
SPIA
59
Steward Partners Investment Advisory
New York
$298K +$33.7K +800 +13%
IWC
60
Integrated Wealth Concepts
Massachusetts
$290K -$4.14M -98,207 -93%
BMCM
61
Burns Matteson Capital Management
New York
$284K – – –
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$264K -$87.7K -2,080 -25%
BFA
63
Beacon Financial Advisory
Ohio
$259K +$1.31K +31 +0.5%
PVI
64
Pine Valley Investments
New Jersey
$253K +$253K +5,977 New
HCMT
65
Highland Capital Management (Tennessee)
Tennessee
$238K – – –
MA
66
Mutual Advisors
Nebraska
$220K -$3.16K -75 -1%
SC
67
Stephens Consulting
Michigan
$214K -$6.24K -148 -3%
AL
68
ACAS LLC
California
$207K -$8.43K -200 -4%
ASN
69
Advisory Services Network
Georgia
$186K +$31.1K +738 +20%
BAM
70
Belpointe Asset Management
Nevada
$94.8K – – –
PCA
71
Providence Capital Advisors
North Carolina
$88.5K -$42 -1 -0%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$82K – – –
JMF
73
Johnson Midwest Financial
Iowa
$81.3K – – –
EL
74
EMFO LLC
Florida
$58.2K – – –
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$53.4K -$4.15K -98 -7%
1 2
3
4 5