ALPS O'Shares U.S. Quality Dividend ETF
OUSA
61 hedge funds and large institutions have $182M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
13% more funds holding
Funds holding: 54 → 61 (+7)
1% more capital invested
Capital invested by funds: $180M → $182M (+$2.5M)
0.89% more ownership
Funds ownership: 44.43% → 45.32% (+0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$10.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.42M |
| 3 |
Morgan Stanley
New York
|
+$5.34M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.75M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.46M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.66M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.24M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.2M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.17M |
OUSA Hedge Fund Activity: Q4 2018 in Review
61 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q4 2018, worth a combined $182M — up 1.4% from $180M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new OUSA positions and 7 closed out — a net gain of 7 holders — while 24 added to existing stakes and 17 trimmed.
The largest buyer was UBS Group, adding an estimated $10.3M. The largest seller was Private Advisor Group, exiting entirely with an estimated $5.46M sold.
- 61 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q4 2018, up from 54 in Q3 2018.
- Funds reported $182M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q4 2018, up 1.4% quarter-over-quarter.
- 14 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q4 2018 and 7 closed out, a net change of +7 holders.
- The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q4 2018 was UBS Group, an estimated $10.3M added.
- The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q4 2018 was Private Advisor Group, an estimated $5.46M sold.
Based on aggregated 13F filings for Q4 2018.