ALPS O'Shares U.S. Quality Dividend ETF
OUSA
111 hedge funds and large institutions have $347M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 8 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 36
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 115 → 111 (-4)
8% less capital invested
Capital invested by funds: $376M → $347M (-$28.8M)
8.61% less ownership
Funds ownership: 54.56% → 45.95% (-8.6%)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.98M |
| 3 |
Rockefeller Capital Management
New York
|
+$3.37M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.57M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$69.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.54M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.89M |
| 4 |
OP
ORG Partners
Roanoke,
Indiana
|
-$1.01M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$721K |
OUSA Hedge Fund Activity: Q1 2024 in Review
111 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q1 2024, worth a combined $347M — down 7.6% from $376M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of OUSA and 6 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 38 added.
The largest buyer was Ameriprise, adding an estimated $11.2M. The largest seller was Morgan Stanley, cutting an estimated $69.5M.
- 111 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q1 2024, down from 115 in Q4 2023.
- Funds reported $347M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q1 2024, down 7.6% quarter-over-quarter.
- 6 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q1 2024 and 8 closed out, a net change of -2 holders.
- The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q1 2024 was Ameriprise, an estimated $11.2M added.
- The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q1 2024 was Morgan Stanley, an estimated $69.5M sold.
Based on aggregated 13F filings for Q1 2024.