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ALPS O'Shares U.S. Quality Dividend ETF
OUSA

129 hedge funds and large institutions have $383M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

2% more funds holding

Funds holding: 127 → 129 (+2)

0.98% more ownership

Funds ownership: 46.98% → 47.95% (+0.98%)

1% less capital invested

Capital invested by funds: $387M → $383M (-$3.36M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
46
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
+$11.3M
2
Ameriprise
Ameriprise
Minnesota
+$6.69M
3
Morgan Stanley
Morgan Stanley
New York
+$5.71M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.38M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$13.7M
2
WA
Win Advisors
Florida
-$9.43M
3
P
&Partners
Tennessee
-$3.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.74M
5
Bank of America
Bank of America
North Carolina
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$298K +$30.8K +569 +11%
MA
77
Mutual Advisors
Nebraska
$271K +$54 +1 +0%
OP
78
ORG Partners
Indiana
$270K -$325 -6 -0.1%
NRG
79
Nemes Rush Group
Michigan
$267K +$976 +18 +0.4%
AL
80
ACAS LLC
California
$257K -$10.8K -200 -4%
NLP
81
Next Level Private
New York
$247K – – –
Fidelity Investments
82
Fidelity Investments
Massachusetts
$233K +$11.8K +218 +5%
Cerity Partners
83
Cerity Partners
New York
$220K -$179K -3,302 -44%
NAM
84
NorthCrest Asset Manangement
Minnesota
$219K – – –
AQR Capital Management
85
AQR Capital Management
Connecticut
$212K – – –
ASN
86
Advisory Services Network
Georgia
$207K -$8.78K -162 -4%
MWA
87
Medallion Wealth Advisors
Connecticut
$197K +$201K +3,715 New
SC
88
Stephens Consulting
Michigan
$192K – – –
Comerica Bank
89
Comerica Bank
Texas
$166K -$1.35K -25 -0.8%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$155K +$37.5K +692 +31%
AWM
91
AE Wealth Management
Kansas
$128K +$130K +2,405 New
BBHC
92
Brown Brothers Harriman & Co
New York
$115K – – –
HNW
93
High Note Wealth
Minnesota
$106K +$108K +1,993 New
WSFS
94
Wilmington Savings Fund Society
Delaware
$83.3K -$5.42K -100 -6%
SIC
95
Salem Investment Counselors
North Carolina
$77K – – –
FDW
96
Fourth Dimension Wealth
Ohio
$61.1K +$62.3K +1,150 New
CTC
97
Central Trust Company
Missouri
$57.2K – – –
US Bancorp
98
US Bancorp
Minnesota
$56.9K – – –
PTC
99
Private Trust Company
Ohio
$53.1K – – –
WTC
100
WhitTier Trust Company
Nevada
$53.1K – – –
2 3
4
5 6

OUSA Hedge Fund Activity: Q4 2024 in Review

129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q4 2024, worth a combined $383M — down 0.87% from $387M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OUSA positions and 12 closed out — a net gain of 4 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was Thurston Springer Miller Herd & Titak, adding an estimated $11.3M. The largest seller was Goldman Sachs, cutting an estimated $13.7M.

  • 129 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q4 2024, up from 127 in Q3 2024.
  • Funds reported $383M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q4 2024, down 0.87% quarter-over-quarter.
  • 16 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q4 2024 and 12 closed out, a net change of +4 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q4 2024 was Thurston Springer Miller Herd & Titak, an estimated $11.3M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q4 2024 was Goldman Sachs, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.