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

128 hedge funds and large institutions have $402M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

1.7% more ownership

Funds ownership: 47.68% → 49.37% (+1.7%)

2% more funds holding

Funds holding: 126 → 128 (+2)

5% more capital invested

Capital invested by funds: $384M → $402M (+$17.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% 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
48
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.35M
2
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
+$2.95M
3
AA
ALPS Advisors
Colorado
+$2.91M
4
Ameriprise
Ameriprise
Minnesota
+$2.09M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
-$2.54M
2
Stifel Financial
Stifel Financial
Missouri
-$740K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$739K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$641K
5
Osaic Holdings
Osaic Holdings
Arizona
-$630K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
76
MTM Financial Group
Pennsylvania
$296K -$99.9K -1,912 -26%
HCMT
77
Highland Capital Management (Tennessee)
Tennessee
$293K +$1.31K +25 +0.5%
CWMGO
78
Capstone Wealth Management Group (Oregon)
Oregon
$288K +$279K +5,330 New
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$281K -$15.1K -288 -5%
MA
80
Mutual Advisors
Nebraska
$279K +$52 +1 +0%
TRCT
81
Tower Research Capital (TRC)
New York
$276K -$253K -4,845 -49%
NRG
82
Nemes Rush Group
Michigan
$271K -$1.2K -23 -0.5%
AL
83
ACAS LLC
California
$262K – – –
NLP
84
Next Level Private
New York
$250K – – –
Fidelity Investments
85
Fidelity Investments
Massachusetts
$233K -$19K -363 -8%
Cerity Partners
86
Cerity Partners
New York
$223K – – –
HGA
87
Hobbs Group Advisors
South Carolina
$223K +$3.97K +76 +2%
OP
88
ORG Partners
Indiana
$210K +$732 +14 +0.4%
MWA
89
Medallion Wealth Advisors
Connecticut
$203K – – –
SC
90
Stephens Consulting
Michigan
$195K – – –
Comerica Bank
91
Comerica Bank
Texas
$156K -$2.61K -50 -2%
AWM
92
AE Wealth Management
Kansas
$130K – – –
BBHC
93
Brown Brothers Harriman & Co
New York
$117K – – –
HNW
94
High Note Wealth
Minnesota
$96.8K -$10.5K -200 -10%
WSFS
95
Wilmington Savings Fund Society
Delaware
$84.7K – – –
SIC
96
Salem Investment Counselors
North Carolina
$72.9K +$5.23K +100 +8%
PTC
97
Private Trust Company
Ohio
$67.1K +$12.7K +243 +24%
FDW
98
Fourth Dimension Wealth
Ohio
$62.1K – – –
CTC
99
Central Trust Company
Missouri
$58.1K – – –
US Bancorp
100
US Bancorp
Minnesota
$57.9K – – –
2 3
4
5 6

OUSA Hedge Fund Activity: Q2 2025 in Review

128 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q2 2025, worth a combined $402M — up 4.5% from $384M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OUSA positions and 6 closed out — a net gain of 3 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.35M. The largest seller was Win Advisors, exiting entirely with an estimated $2.54M sold.

  • 128 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q2 2025, up from 126 in Q1 2025.
  • Funds reported $402M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q2 2025, up 4.5% quarter-over-quarter.
  • 9 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q2 2025 and 6 closed out, a net change of +3 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q2 2025 was Morgan Stanley, an estimated $3.35M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q2 2025 was Win Advisors, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2025.