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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
PS
101
Principal Securities
Iowa
$27.8K – – –
William Blair & Company
102
William Blair & Company
Illinois
$24.9K +$54 +1 +0.2%
PGAM
103
Princeton Global Asset Management
New Jersey
$22.6K – – –
TCM
104
TruNorth Capital Management
Michigan
$22.2K +$54 +1 +0.2%
BCMLT
105
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.2K +$54 +1 +0.3%
FGAM
106
Financial Gravity Asset Management
Texas
$20K +$20.2K +376 New
GEA
107
Glen Eagle Advisors
New Jersey
$17.1K +$54 +1 +0.3%
MHR
108
Matthew Hamilton Rosenberg
$16.9K – – –
OIA
109
Optimum Investment Advisors
Illinois
$16.1K – – –
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
NB
111
NBT Bank
New York
$12.9K – – –
CFS
112
Compass Financial Services
Iowa
$9.95K +$10.1K +187 New
FFA
113
Farther Finance Advisors
California
$8.86K +$8.88K +165 +8,250%
AIC
114
Archer Investment Corporation
Indiana
$7.88K – – –
CA
115
CoreCap Advisors
Michigan
$7.45K – – –
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$7.45K – – –
CCM
117
Coldstream Capital Management
Washington
$7.4K +$7.48K +139 New
Q1WB
118
Quest 10 Wealth Builders
Virginia
$6.71K – – –
MCM
119
MAI Capital Management
Ohio
$6.2K – – –
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$4.9K – – –
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$4.82K – – –
MG
122
Mather Group
Illinois
$3.73K – – –
Russell Investments Group
123
Russell Investments Group
United Kingdom
$1.97K – – –
S
124
SignatureFD
Georgia
$1.48K – – –
NMG
125
New Millennium Group
Utah
$852 -$8.56K -159 -91%
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.