ALPS O'Shares U.S. Quality Dividend ETF
OUSA
88 hedge funds and large institutions have $322M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
48% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 23
23% more capital invested
Capital invested by funds: $262M → $322M (+$60.2M)
16% more funds holding
Funds holding: 76 → 88 (+12)
6.24% more ownership
Funds ownership: 49.79% → 56.03% (+6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$10.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.48M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$5.94M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$5.93M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.15M |
| 3 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
-$1.61M |
| 4 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$1.36M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$839K |
OUSA Hedge Fund Activity: Q4 2020 in Review
88 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q4 2020, worth a combined $322M — up 23% from $262M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OUSA positions and 5 closed out — a net gain of 13 holders — while 34 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $5.93M.
- 88 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q4 2020, up from 76 in Q3 2020.
- Funds reported $322M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q4 2020, up 23% quarter-over-quarter.
- 18 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q4 2020 and 5 closed out, a net change of +13 holders.
- The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q4 2020 was Morgan Stanley, an estimated $13.1M added.
- The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q4 2020 was Beaumont Financial Advisors, an estimated $5.93M sold.
Based on aggregated 13F filings for Q4 2020.