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ALPS O'Shares US Quality Dividend ETF
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Overview Fund Activity

112 hedge funds and large institutions have $374M invested in ALPS O'Shares US Quality Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
37
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$134M
2
MOS
MGO One Seven
Ohio
$9.19M
3
SAM
Secure Asset Management
Michigan
$1.46M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.14M
5
LPL Financial
LPL Financial
California
$25.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$30.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25M
3
Osaic Holdings
Osaic Holdings
Arizona
$6.59M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$329K
5
Bank of America
Bank of America
North Carolina
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
101
Tompkins Financial
New York
$13K +$13K +282 New
PTC
102
Private Trust Company
Ohio
$8.2K – – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$7.8K +$5.73K +124 +276%
GRP
104
Global Retirement Partners
California
$7.41K +$7.41K +160 New
CIAS
105
Capital Investment Advisory Services
North Carolina
$6.91K – – –
AIC
106
Archer Investment Corporation
Indiana
$6.82K – – –
FFA
107
Frazier Financial Advisors
Ohio
$4.61K +$4.61K +100 New
GWANC
108
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.54K -$2.77K -60 -52%
IA
109
IFP Advisors
Florida
$1.57K – – –
S
110
SignatureFD
Georgia
$1.14K – – –
CAS
111
Coppell Advisory Solutions
Texas
$138 +$138 +3 New
FFA
112
Farther Finance Advisors
California
$92 – – –
TC
113
TAP Consulting
Missouri
– -$336K -8,016 Closed
WAS
114
WESPAC Advisors SoCal
California
– -$220K -5,250 Closed
SSWM
115
Sheets Smith Wealth Management
North Carolina
– -$141K -3,368 Closed
GBT
116
Grove Bank & Trust
Florida
– -$62.9K -1,500 Closed
AP
117
Advisors Preferred
Maryland
– -$40.3K -964 Closed
RFA
118
Resurgent Financial Advisors
Georgia
– -$21.7K -517 Closed
ACA
119
Aptus Capital Advisors
Alabama
– -$4.82K -115 Closed
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
– -$4.19K -100 Closed
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
– -$4.18K -100 Closed
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