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ALPS O'Shares U.S. Quality Dividend ETF

126 hedge funds and large institutions have $384M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $383M → $384M (+$796K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.28% less ownership

Funds ownership: 47.95%47.68% (-0.28%)

2% less funds holding

Funds holding: 129126 (-3)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
35
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$530K +$536K +9,956 New
WS
52
Wedbush Securities
California
$482K
FFN
53
Focus Financial Network
Minnesota
$482K -$143K -2,659 -23%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$481K -$125K -2,327 -20%
HighTower Advisors
55
HighTower Advisors
Illinois
$480K -$65.8K -1,222 -12%
JP Morgan Chase
56
JP Morgan Chase
New York
$464K -$267K -4,966 -36%
Truist Financial
57
Truist Financial
North Carolina
$433K -$538 -10 -0.1%
SF
58
Summit Financial
New Jersey
$412K +$83.8K +1,557 +25%
IFPG
59
Intrepid Financial Planning Group
Indiana
$410K +$408K +7,580 New
ACA
60
Atlas Capital Advisors
Wyoming
$398K -$16.2K -300 -4%
MFG
61
MTM Financial Group
Pennsylvania
$394K
JWCA
62
J.W. Cole Advisors
Florida
$383K +$9.42K +175 +2%
Creative Planning
63
Creative Planning
Kansas
$383K -$700 -13 -0.2%
IWC
64
Integrated Wealth Concepts
Massachusetts
$383K -$3.66K -68 -0.9%
SPIA
65
Steward Partners Investment Advisory
New York
$382K
NW
66
NewEdge Wealth
Pennsylvania
$368K +$54 +1 +0%
BMCM
67
Burns Matteson Capital Management
New York
$359K
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$353K -$79.4K -1,474 -18%
BFA
69
Beacon Financial Advisory
Ohio
$350K +$1.18K +22 +0.3%
PVI
70
Pine Valley Investments
New Jersey
$329K +$1.18K +22 +0.4%
Mariner
71
Mariner
Kansas
$328K
APA
72
Astoria Portfolio Advisors
New York
$326K -$207K -3,850 -37%
BPA
73
Beacon Pointe Advisors
California
$296K -$2.21K -41 -0.7%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$293K -$25.8K -479 -8%
HCMT
75
Highland Capital Management (Tennessee)
Tennessee
$288K -$15.6K -290 -5%

OUSA Hedge Fund Activity: Q1 2025 in Review

126 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q1 2025, worth a combined $384M — up 0.21% from $383M a quarter earlier.

Fund positioning in OUSA was balanced in Q1 2025: 9 funds opened new positions, 9 closed out, 35 added to existing stakes and 43 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $3.04M. The largest seller was Royal Bank of Canada, cutting an estimated $1.87M.

  • 126 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q1 2025, down from 129 in Q4 2024.
  • Funds reported $384M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q1 2025, up 0.21% quarter-over-quarter.
  • 9 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q1 2025 and 9 closed out, a net change of 0 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q1 2025 was Janney Montgomery Scott, an estimated $3.04M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $1.87M sold.

Based on aggregated 13F filings for Q1 2025.