ALPS O'Shares U.S. Quality Dividend ETF
OUSA
72 hedge funds and large institutions have $214M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
18% more funds holding
Funds holding: 61 → 72 (+11)
17% more capital invested
Capital invested by funds: $182M → $214M (+$31.7M)
0.82% more ownership
Funds ownership: 45.64% → 46.46% (+0.82%)
29% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 28
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.03M |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$4.83M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.62M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.5M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.74M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.15M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$905K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$813K |
| 5 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$787K |
OUSA Hedge Fund Activity: Q1 2019 in Review
72 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q1 2019, worth a combined $214M — up 17% from $182M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OUSA positions and 5 closed out — a net gain of 13 holders — while 20 added to existing stakes and 28 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $6.03M. The largest seller was Envestnet Asset Management, cutting an estimated $4.74M.
- 72 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q1 2019, up from 61 in Q4 2018.
- Funds reported $214M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q1 2019, up 17% quarter-over-quarter.
- 18 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q1 2019 and 5 closed out, a net change of +13 holders.
- The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q1 2019 was Private Advisor Group, an estimated $6.03M added.
- The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $4.74M sold.
Based on aggregated 13F filings for Q1 2019.