ALPS O'Shares U.S. Quality Dividend ETF
OUSA
127 hedge funds and large institutions have $387M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
9% more capital invested
Capital invested by funds: $356M → $387M (+$30.4M)
4% more funds holding
Funds holding: 122 → 127 (+5)
2% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 41
0.01% more ownership
Funds ownership: 46.97% → 46.98% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$13.2M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$8.56M |
| 3 |
Rockefeller Capital Management
New York
|
+$3.25M |
| 4 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$1.75M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$850K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.87M |
| 2 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
-$5.27M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.99M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.73M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
126
SignatureFD
Atlanta,
Georgia
| $1.5K | +$154 | +3 | +12% |
|
|
FFA
127
Farther Finance Advisors
San Francisco,
California
| $108 | – | – | – |
|
|
BCM
128
Beaumont Capital Management
Boston,
Massachusetts
| – | -$5.27M | -106,159 | Closed |
|
|
AWM
129
Axxcess Wealth Management
Carlsbad,
California
| – | -$1.1M | -22,152 | Closed |
|
130
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$825K | -16,621 | Closed |
|
|
PCS
131
Personal CFO Solutions
Chester,
New Jersey
| – | -$371K | -7,482 | Closed |
|
|
WAG
132
Windsor Advisory Group
Columbus,
Ohio
| – | -$30.3K | -611 | Closed |
|
|
FCG
133
Financial Connections Group
Corte Madera,
California
| – | -$3K | -78 | Closed |
|
|
TWP
134
Triad Wealth Partners
Lawrence,
Kansas
| – | -$1.74K | -35 | Closed |
|
|
VWM
135
Valley Wealth Managers
Paramus,
New Jersey
| – | -$39 | -1 | Closed |
|
OUSA Hedge Fund Activity: Q3 2024 in Review
127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q3 2024, worth a combined $387M — up 8.5% from $356M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new OUSA positions and 8 closed out — a net gain of 6 holders — while 42 added to existing stakes and 41 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $13.2M. The largest seller was LPL Financial, cutting an estimated $5.87M.
- 127 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q3 2024, up from 122 in Q2 2024.
- Funds reported $387M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q3 2024, up 8.5% quarter-over-quarter.
- 14 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q3 2024 and 8 closed out, a net change of +6 holders.
- The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q3 2024 was Goldman Sachs, an estimated $13.2M added.
- The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q3 2024 was LPL Financial, an estimated $5.87M sold.
Based on aggregated 13F filings for Q3 2024.