OUSA icon

ALPS O'Shares US Quality Dividend ETF

50 hedge funds and large institutions have $190M invested in ALPS O'Shares US Quality Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-10
Holders Change %
-16.67%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
16
Reduced
19
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$29M +$949K +30,943 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.2M +$1.27M +41,384 +5%
GFPC
3
Global Financial Private Capital
Florida
$22.3M +$1.8M +58,818 +9%
Morgan Stanley
4
Morgan Stanley
New York
$21.5M -$1.73M -56,459 -7%
AIM
5
Astor Investment Management
Illinois
$20.6M +$1.43M +46,466 +7%
BFA
6
Beaumont Financial Advisors
Massachusetts
$18.8M +$2.71M +88,426 +17%
LPL Financial
7
LPL Financial
California
$9.29M -$716K -23,347 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.47M -$618K -20,145 -9%
UBS Group
9
UBS Group
Switzerland
$5.99M -$1.17M -38,148 -16%
RJA
10
Raymond James & Associates
Florida
$3.77M +$12.6K +411 +0.3%
AWM
11
AE Wealth Management
Kansas
$2.71M +$165K +5,389 +7%
SS
12
Simplicity Solutions
Minnesota
$2.57M +$235K +7,655 +10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.06M -$65.5K -2,135 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.87M -$446K -14,545 -19%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.79M
PAG
16
Private Advisor Group
New Jersey
$1.37M -$2.04M -66,476 -60%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.19M -$247K -8,053 -17%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.1M -$21K -683 -2%
CWM
19
Cornerstone Wealth Management
Missouri
$994K +$994K +30,506 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$894K -$6.2K -202 -0.7%
APA
21
American Portfolios Advisors
New York
$774K -$84.2K -2,743 -10%
AG
22
Advisor Group
Arizona
$771K -$84.5K -2,755 -10%
AI
23
Atria Investments
North Carolina
$685K +$66.3K +2,160 +11%
LNC
24
Lincoln National Corp
Pennsylvania
$632K +$27.5K +897 +5%
FHA
25
Flagship Harbor Advisors
Massachusetts
$535K