ALPS O'Shares U.S. Quality Dividend ETF
OUSA
82 hedge funds and large institutions have $274M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 8 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
86% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 21
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
17% more capital invested
Capital invested by funds: $233M → $274M (+$40.6M)
3.46% more ownership
Funds ownership: 47.4% → 50.86% (+3.5%)
1% more funds holding
Funds holding: 81 → 82 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.92M |
| 3 |
GI
Glovista Investments
Jersey City,
New Jersey
|
+$5.31M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.92M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.62M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.46M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.31M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$865K |
| 5 |
Jane Street
New York
|
-$618K |
OUSA Hedge Fund Activity: Q3 2019 in Review
82 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q3 2019, worth a combined $274M — up 17% from $233M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new OUSA positions and 8 closed out — a net gain of 2 holders — while 39 added to existing stakes and 21 trimmed.
The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was Royal Bank of Canada, cutting an estimated $1.62M.
- 82 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q3 2019, up from 81 in Q2 2019.
- Funds reported $274M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q3 2019, up 17% quarter-over-quarter.
- 10 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q3 2019 and 8 closed out, a net change of +2 holders.
- The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q3 2019 was Bank of America, an estimated $13.6M added.
- The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q3 2019 was Royal Bank of Canada, an estimated $1.62M sold.
Based on aggregated 13F filings for Q3 2019.