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ALPS O'Shares U.S. Quality Dividend ETF

137 hedge funds and large institutions have $379M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

7% more funds holding

Funds holding: 128137 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.43% less ownership

Funds ownership: 49.37%45.95% (-3.4%)

6% less capital invested

Capital invested by funds: $402M → $379M (-$22.3M)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

Holders
137
Holders Change
+9
Holders Change %
+7.03%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
36
Reduced
50
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$588K -$45.7K -826 -7%
WS
52
Wedbush Securities
California
$512K
HighTower Advisors
53
HighTower Advisors
Illinois
$507K -$3.37K -61 -0.7%
KFP
54
Kerr Financial Planning
California
$496K +$487K +8,809 New
CL
55
Choreo LLC
Illinois
$485K +$474K +8,573 New
OC
56
Oppenheimer & Co
New York
$480K -$22.8K -412 -5%
IFPG
57
Intrepid Financial Planning Group
Indiana
$466K +$22.7K +410 +5%
Truist Financial
58
Truist Financial
North Carolina
$453K -$8.68K -157 -2%
FFN
59
Focus Financial Network
Minnesota
$445K -$5.92K -107 -1%
PAS
60
Park Avenue Securities
New York
$431K -$89.9K -1,626 -18%
Cerity Partners
61
Cerity Partners
New York
$425K +$187K +3,377 +82%
Mariner
62
Mariner
Kansas
$424K +$74.1K +1,341 +22%
JWCA
63
J.W. Cole Advisors
Florida
$412K +$774 +14 +0.2%
Creative Planning
64
Creative Planning
Kansas
$406K -$1.22K -22 -0.3%
JP Morgan Chase
65
JP Morgan Chase
New York
$402K -$20.6K -372 -5%
SOS
66
Silver Oak Securities
Tennessee
$396K +$387K +7,009 New
IWC
67
Integrated Wealth Concepts
Massachusetts
$388K +$442 +8 +0.1%
NW
68
NewEdge Wealth
Pennsylvania
$383K +$55 +1 +0%
BMCM
69
Burns Matteson Capital Management
New York
$380K
BFA
70
Beacon Financial Advisory
Ohio
$375K +$1.27K +23 +0.3%
SF
71
Summit Financial
New Jersey
$373K -$35.2K -636 -9%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$370K -$11.2K -202 -3%
DI
73
Diligent Investors
California
$366K +$276 +5 +0.1%
PVI
74
Pine Valley Investments
New Jersey
$352K +$1.22K +22 +0.4%
SPIA
75
Steward Partners Investment Advisory
New York
$345K -$58.6K -1,060 -15%

OUSA Hedge Fund Activity: Q3 2025 in Review

137 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q3 2025, worth a combined $379M — down 5.5% from $402M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OUSA positions and 4 closed out — a net gain of 12 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.05M. The largest seller was Thurston Springer Miller Herd & Titak, cutting an estimated $25.6M.

  • 137 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q3 2025, up from 128 in Q2 2025.
  • Funds reported $379M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q3 2025, down 5.5% quarter-over-quarter.
  • 16 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q3 2025 and 4 closed out, a net change of +12 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q3 2025 was Goldman Sachs, an estimated $1.05M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q3 2025 was Thurston Springer Miller Herd & Titak, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2025.