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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

124 hedge funds and large institutions have $385M invested in ALPS O'Shares US Quality Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
42
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.8M
2
WA
2
Win Advisors
Florida
$9.43M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$8.4M
4
WIM
4
WealthPlan Investment Management
Nebraska
$1.83M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.39M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$28M
2
BCM
2
Beaumont Capital Management
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.13M
4
Bank of America
4
Bank of America
North Carolina
$23.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
76
ORG Partners
Indiana
$275K -$420K -7,776 -60%
MA
77
Mutual Advisors
Nebraska
$274K +$54 +1 +0%
CCM
78
Carderock Capital Management
Maryland
$273K +$273K +5,060 New
BPA
79
Beacon Pointe Advisors
California
$272K – – –
AL
80
ACAS LLC
California
$265K – – –
NLP
81
Next Level Private
New York
$251K – – –
NRG
82
Nemes Rush Group
Michigan
$247K – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$225K +$22.7K +421 +11%
NAM
84
NorthCrest Asset Manangement
Minnesota
$223K +$223K +4,132 New
AWS
85
Atria Wealth Solutions
New York
$217K -$704K -13,045 -76%
SF
86
Summit Financial
New Jersey
$217K -$70.2K -1,300 -24%
AQR Capital Management
87
AQR Capital Management
Connecticut
$216K +$216K +4,000 New
ASN
88
Advisory Services Network
Georgia
$201K – – –
SC
89
Stephens Consulting
Michigan
$195K – – –
HGA
90
Hobbs Group Advisors
South Carolina
$188K +$167K +3,095 +806%
Comerica Bank
91
Comerica Bank
Texas
$170K -$54K -1,000 -24%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$120K +$120K +2,233 New
BBHC
93
Brown Brothers Harriman & Co
New York
$117K – – –
PCA
94
Providence Capital Advisors
North Carolina
$113K – – –
WSFS
95
Wilmington Savings Fund Society
Delaware
$90.1K +$90.1K +1,669 New
SIC
96
Salem Investment Counselors
North Carolina
$78.3K +$5.4K +100 +7%
Citigroup
97
Citigroup
New York
$74.7K +$74.7K +1,383 New
NB
98
NBT Bank
New York
$67.1K – – –
CTC
99
Central Trust Company
Missouri
$58.1K – – –
US Bancorp
100
US Bancorp
Minnesota
$57.9K -$17K -314 -23%
2 3
4
5 6