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ALPS O'Shares U.S. Quality Dividend ETF

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: 126128 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
101
WhitTier Trust Company
Nevada
$54K
NS
102
NBC Securities
Alabama
$49K +$157 +3 +0.3%
TCM
103
TD Capital Management
Tennessee
$35.7K
JHCP
104
Jackson Hole Capital Partners
Oklahoma
$29.8K
PS
105
Principal Securities
Iowa
$28.3K
William Blair & Company
106
William Blair & Company
Illinois
$25.3K +$105 +2 +0.4%
PGAM
107
Princeton Global Asset Management
New Jersey
$22.9K
TCM
108
TruNorth Capital Management
Michigan
$22.6K +$105 +2 +0.5%
BCMLT
109
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.5K +$52 +1 +0.3%
FGC
110
Financial Gravity Companies
Texas
$20.3K +$19.7K +376 New
GEA
111
Glen Eagle Advisors
New Jersey
$17.4K +$52 +1 +0.3%
MHR
112
Matthew Hamilton Rosenberg
$17.2K
OIA
113
Optimum Investment Advisors
Illinois
$16.4K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$16K
NB
115
NBT Bank
New York
$13.1K
CFS
116
Compass Financial Services
Iowa
$10.1K
AIC
117
Archer Investment Corporation
Indiana
$7.99K
CA
118
CoreCap Advisors
Michigan
$7.56K
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$7.56K
Q1WB
120
Quest 10 Wealth Builders
Virginia
$6.8K
MCM
121
MAI Capital Management
Ohio
$6.31K +$52 +1 +0.9%
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$4.96K
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$4.89K
FFA
124
Farther Finance Advisors
California
$2.27K -$6.53K -125 -75%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$2K

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.