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ALPS O'Shares U.S. Quality Dividend ETF

128 hedge funds and large institutions have $402M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

1.7% more ownership

Funds ownership: 47.68%49.37% (+1.7%)

2% more funds holding

Funds holding: 126128 (+2)

5% more capital invested

Capital invested by funds: $384M → $402M (+$17.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% 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
48
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UFF
51
USA Financial Formulas
Michigan
$536K +$519K +9,934 New
PAS
52
Park Avenue Securities
New York
$499K +$483K +9,245 New
WS
53
Wedbush Securities
California
$489K
HighTower Advisors
54
HighTower Advisors
Illinois
$487K +$52 +1 +0%
OC
55
Oppenheimer & Co
New York
$481K -$72.1K -1,380 -13%
ACA
56
Atlas Capital Advisors
Wyoming
$442K +$36.6K +700 +9%
Truist Financial
57
Truist Financial
North Carolina
$441K +$1.62K +31 +0.4%
FFN
58
Focus Financial Network
Minnesota
$430K -$56.7K -1,084 -12%
IFPG
59
Intrepid Financial Planning Group
Indiana
$423K +$13.6K +260 +3%
JP Morgan Chase
60
JP Morgan Chase
New York
$404K -$64.4K -1,232 -14%
JWCA
61
J.W. Cole Advisors
Florida
$393K +$3.97K +76 +1%
SF
62
Summit Financial
New Jersey
$391K -$26K -498 -6%
Creative Planning
63
Creative Planning
Kansas
$389K
SPIA
64
Steward Partners Investment Advisory
New York
$387K
NW
65
NewEdge Wealth
Pennsylvania
$372K -$3.87K -74 -1%
IWC
66
Integrated Wealth Concepts
Massachusetts
$370K -$17.8K -341 -5%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$364K +$5.91K +113 +2%
BMCM
68
Burns Matteson Capital Management
New York
$362K -$1.46K -28 -0.4%
BFA
69
Beacon Financial Advisory
Ohio
$357K +$1.31K +25 +0.4%
DI
70
Diligent Investors
California
$349K -$338K -6,464 -50%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$344K -$139K -2,654 -29%
PVI
72
Pine Valley Investments
New Jersey
$334K +$1.25K +24 +0.4%
Mariner
73
Mariner
Kansas
$332K
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$325K -$739K -14,146 -70%
BPA
75
Beacon Pointe Advisors
California
$301K

OUSA Hedge Fund Activity: Q2 2025 in Review

128 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q2 2025, worth a combined $402M — up 4.5% from $384M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OUSA positions and 6 closed out — a net gain of 3 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.35M. The largest seller was Win Advisors, exiting entirely with an estimated $2.54M sold.

  • 128 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q2 2025, up from 126 in Q1 2025.
  • Funds reported $402M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q2 2025, up 4.5% quarter-over-quarter.
  • 9 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q2 2025 and 6 closed out, a net change of +3 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q2 2025 was Morgan Stanley, an estimated $3.35M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q2 2025 was Win Advisors, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2025.