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

126 hedge funds and large institutions have $384M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $383M → $384M (+$796K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.28% less ownership

Funds ownership: 47.95% → 47.68% (-0.28%)

2% less funds holding

Funds holding: 129 → 126 (-3)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
35
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.04M
2
WA
Win Advisors
Florida
+$2.57M
3
Goldman Sachs
Goldman Sachs
New York
+$1.9M
4
NA
NewEdge Advisors
Louisiana
+$1.69M
5
LPL Financial
LPL Financial
California
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.87M
2
IAA
Independent Advisor Alliance
North Carolina
-$1.79M
3
Ameriprise
Ameriprise
Minnesota
-$1.78M
4
Bank of America
Bank of America
North Carolina
-$1.47M
5
Wells Fargo
Wells Fargo
California
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
76
Nemes Rush Group
Michigan
$268K +$969 +18 +0.4%
MA
77
Mutual Advisors
Nebraska
$260K +$54 +1 +0%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$249K +$16.2K +301 +7%
NLP
79
Next Level Private
New York
$247K – – –
AL
80
ACAS LLC
California
$243K – – –
Cerity Partners
81
Cerity Partners
New York
$220K – – –
HGA
82
Hobbs Group Advisors
South Carolina
$216K +$218K +4,051 New
AQR Capital Management
83
AQR Capital Management
Connecticut
$213K – – –
OP
84
ORG Partners
Indiana
$203K -$67.5K -1,253 -25%
MWA
85
Medallion Wealth Advisors
Connecticut
$197K – – –
SC
86
Stephens Consulting
Michigan
$192K – – –
Comerica Bank
87
Comerica Bank
Texas
$156K -$10.2K -190 -6%
AWM
88
AE Wealth Management
Kansas
$128K – – –
BBHC
89
Brown Brothers Harriman & Co
New York
$116K – – –
HNW
90
High Note Wealth
Minnesota
$106K – – –
WSFS
91
Wilmington Savings Fund Society
Delaware
$83.5K – – –
SIC
92
Salem Investment Counselors
North Carolina
$66.5K -$10.8K -200 -14%
FDW
93
Fourth Dimension Wealth
Ohio
$61.2K – – –
CTC
94
Central Trust Company
Missouri
$57.3K – – –
US Bancorp
95
US Bancorp
Minnesota
$57.1K – – –
PTC
96
Private Trust Company
Ohio
$53.2K – – –
WTC
97
WhitTier Trust Company
Nevada
$53.2K – – –
NS
98
NBC Securities
Alabama
$48K +$49.3K +916 New
TCM
99
TD Capital Management
Tennessee
$35.2K – – –
JHCP
100
Jackson Hole Capital Partners
Oklahoma
$29.4K – – –
2 3
4
5 6

OUSA Hedge Fund Activity: Q1 2025 in Review

126 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q1 2025, worth a combined $384M — up 0.21% from $383M a quarter earlier.

Fund positioning in OUSA was balanced in Q1 2025: 9 funds opened new positions, 9 closed out, 35 added to existing stakes and 43 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $3.04M. The largest seller was Royal Bank of Canada, cutting an estimated $1.87M.

  • 126 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q1 2025, down from 129 in Q4 2024.
  • Funds reported $384M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q1 2025, up 0.21% quarter-over-quarter.
  • 9 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q1 2025 and 9 closed out, a net change of 0 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q1 2025 was Janney Montgomery Scott, an estimated $3.04M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $1.87M sold.

Based on aggregated 13F filings for Q1 2025.