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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

61 hedge funds and large institutions have $182M invested in ALPS O'Shares US 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.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
24
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$15.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.9M
3
Morgan Stanley
Morgan Stanley
New York
$25.4M
4
AG
Advisor Group
Arizona
$2.48M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.89M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$0
2
LPL Financial
LPL Financial
California
$5.51M
3
AWM
AE Wealth Management
Kansas
$1.18M
4
BFA
Beaumont Financial Advisors
Massachusetts
$16.4M
5
SS
Simplicity Solutions
Minnesota
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$31.9M +$5.13M +171,051 +19%
Morgan Stanley
2
Morgan Stanley
New York
$25.4M +$5.06M +168,538 +25%
Wells Fargo
3
Wells Fargo
California
$21M +$95.8K +3,191 +0.5%
BFA
4
Beaumont Financial Advisors
Massachusetts
$16.4M -$1.14M -37,967 -7%
UBS Group
5
UBS Group
Switzerland
$15.7M +$9.8M +326,316 +165%
AIM
6
Astor Investment Management
Illinois
$15M +$78K +2,598 +0.5%
GFPC
7
Global Financial Private Capital
Florida
$12.1M -$379K -12,612 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.8M +$1.1M +36,613 +19%
LPL Financial
9
LPL Financial
California
$5.51M -$3.46M -115,392 -39%
RJA
10
Raymond James & Associates
Florida
$4.73M +$1.06M +35,360 +29%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.89M +$1.48M +49,281 +105%
AG
12
Advisor Group
Arizona
$2.48M +$1.66M +55,243 +202%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.79M +$59.2K +1,972 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.73M +$596K +19,870 +52%
PP
15
Pension Partners
New York
$1.44M -$367K -12,232 -20%
OWA
16
Outlook Wealth Advisors
Texas
$1.41M +$1.41M +4,709 New
AWM
17
AE Wealth Management
Kansas
$1.18M -$2.12M -70,657 -64%
SS
18
Simplicity Solutions
Minnesota
$1.18M -$1.11M -36,935 -48%
AIP
19
Ahrens Investment Partners
Louisiana
$1.16M +$816K +27,200 +235%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.03M -$41.7K -1,388 -4%
APA
21
American Portfolios Advisors
New York
$1.03M +$203K +6,771 +25%
LNC
22
Lincoln National Corp
Pennsylvania
$875K +$203K +6,755 +30%
LPWM
23
Lake Point Wealth Management
Texas
$713K +$713K +23,765 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$676K -$43.2K -1,439 -6%
APC
25
Aspire Private Capital
North Carolina
$638K +$638K +21,266 New
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