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ALPS O'Shares US Quality Dividend ETF

118 hedge funds and large institutions have $353M invested in ALPS O'Shares US Quality Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+10
Holders Change %
+9.26%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
33
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
51
Symphony Financial Services
Ohio
$583K +$583K +11,642 New
OC
52
Oppenheimer & Co
New York
$504K -$8.14K -164 -2%
UFF
53
USA Financial Formulas
Michigan
$501K +$35.8K +721 +8%
HighTower Advisors
54
HighTower Advisors
Illinois
$486K
Citadel Advisors
55
Citadel Advisors
Florida
$460K -$494K -9,953 -52%
WS
56
Wedbush Securities
California
$450K
WA
57
Win Advisors
Florida
$415K +$415K +8,356 New
AFG
58
Atomi Financial Group
New York
$373K +$52.9K +1,067 +17%
PCS
59
Personal CFO Solutions
New Jersey
$371K -$22.3K -450 -6%
ACA
60
Atlas Capital Advisors
Wyoming
$366K
JWCA
61
J.W. Cole Advisors
Florida
$347K -$48.8K -983 -12%
Truist Financial
62
Truist Financial
North Carolina
$338K -$1.99K -40 -0.6%
BMCM
63
Burns Matteson Capital Management
New York
$335K
BFA
64
Beacon Financial Advisory
Ohio
$323K +$1.29K +26 +0.4%
TRCT
65
Tower Research Capital (TRC)
New York
$323K -$64.8K -1,305 -17%
SPIA
66
Steward Partners Investment Advisory
New York
$321K -$25.8K -520 -7%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$307K +$35K +705 +13%
Mariner
68
Mariner
Kansas
$306K
IWC
69
Integrated Wealth Concepts
Massachusetts
$304K +$2.93K +59 +1%
PVI
70
Pine Valley Investments
New Jersey
$303K +$1.24K +25 +0.4%
HCMT
71
Highland Capital Management (Tennessee)
Tennessee
$295K
SSWM
72
Sheets Smith Wealth Management
North Carolina
$281K +$281K +5,668 New
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$277K -$94.9K -1,913 -25%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$274K +$274K +5,526 New
SF
75
Summit Financial
New Jersey
$264K -$74.4K -1,500 -22%