ALPS O'Shares U.S. Quality Dividend ETF
OUSA
43 hedge funds and large institutions have $127M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
91% more capital invested
Capital invested by funds: $66.6M → $127M (+$60.3M)
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
23% more funds holding
Funds holding: 35 → 43 (+8)
13.06% more ownership
Funds ownership: 23.17% → 36.23% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
99% less call options, than puts
Call options by funds: $2K | Put options by funds: $220K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$14.5M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$11.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$9.96M |
| 4 |
Morgan Stanley
New York
|
+$7.45M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$919K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$660K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$526K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$450K |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$315K |
OUSA Hedge Fund Activity: Q4 2016 in Review
43 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q4 2016, worth a combined $127M — up 91% from $66.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new OUSA positions and 4 closed out — a net gain of 9 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $14.5M. The largest seller was Jane Street, cutting an estimated $919K.
- 43 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q4 2016, up from 35 in Q3 2016.
- Funds reported $127M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q4 2016, up 91% quarter-over-quarter.
- 13 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q4 2016 and 4 closed out, a net change of +9 holders.
- The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q4 2016 was Wells Fargo, an estimated $14.5M added.
- The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q4 2016 was Jane Street, an estimated $919K sold.
Based on aggregated 13F filings for Q4 2016.