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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

100 hedge funds and large institutions have $344M invested in ALPS O'Shares US Quality Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 6 closing their positions.

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
33
Reduced
37
Closed
6
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
+$198K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$2.08M
2
KPWS
2
Kestra Private Wealth Services
Texas
$2.27M
3
AWM
3
Apollon Wealth Management
South Carolina
$1.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.13M
5
KAS
5
Kestra Advisory Services
Texas
$9.46M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$40M
2
Wells Fargo
2
Wells Fargo
California
$72.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$65.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$539K
5
FFM
5
Forum Financial Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SF
51
Summit Financial
New Jersey
$365K 8,298 -5,660 -41%
TC
52
TAP Consulting
Missouri
$351K 7,977 +38 +0.5%
JWCA
53
J.W. Cole Advisors
Florida
$343K 7,794 +22 +0.3%
ACA
54
Atlas Capital Advisors
Wyoming
$338K 7,683 -1,000 -12%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$333K 7,560 -78 -1%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$330K 7,492 +57 +0.8%
SPIA
57
Steward Partners Investment Advisory
New York
$297K 6,760 -300 -4%
BMCM
58
Burns Matteson Capital Management
New York
$297K 6,743 – –
BFA
59
Beacon Financial Advisory
Ohio
$270K 6,139 – –
PVI
60
Pine Valley Investments
New Jersey
$264K 5,996 +19 +0.3%
IWC
61
Integrated Wealth Concepts
Massachusetts
$253K 5,744 -1,127 -16%
TRCT
62
Tower Research Capital (TRC)
New York
$251K 5,700 -3,143 -36%
HCMT
63
Highland Capital Management (Tennessee)
Tennessee
$249K 5,655 – –
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$245K 5,562 +5,562 New
WAS
65
WESPAC Advisors SoCal
California
$231K 5,250 -5,250 -50%
Creative Planning
66
Creative Planning
Kansas
$226K 5,141 +5,141 New
MA
67
Mutual Advisors
Nebraska
$224K 5,081 -150 -3%
NRG
68
Nemes Rush Group
Michigan
$220K 5,000 +5,000 New
FTUS
69
Flow Traders U.S.
New York
$216K 4,911 -5,863 -54%
AL
70
ACAS LLC
California
$216K 4,909 – –
NLP
71
Next Level Private
New York
$202K 4,641 +4,641 New
SC
72
Stephens Consulting
Michigan
$198K 4,499 -580 -11%
PCA
73
Providence Capital Advisors
North Carolina
$92.4K 2,100 – –
JMF
74
Johnson Midwest Financial
Iowa
$84.9K 1,930 – –
EL
75
EMFO LLC
Florida
$60.7K 1,380 – –
1 2
3
4 5