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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

84 hedge funds and large institutions have $312M invested in ALPS O'Shares US Quality Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
42
Reduced
21
Closed
8
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$51.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.9M
3
LPL Financial
LPL Financial
California
$15.3M
4
GM
GeoWealth Management
Illinois
$1.88M
5
SBA
Secrest Blakey & Associates
North Carolina
$1.34M

Top Sellers

1
GI
Glovista Investments
New Jersey
$0
2
BFA
Beaumont Financial Advisors
Massachusetts
$13.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.1M
4
AIM
Astor Investment Management
Illinois
$16.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$51.7M +$11.2M +305,806 +28%
Morgan Stanley
2
Morgan Stanley
New York
$34M +$532K +14,526 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.1M -$1.95M -53,364 -7%
UBS Group
4
UBS Group
Switzerland
$21.7M +$336K +9,168 +2%
Bank of America
5
Bank of America
North Carolina
$17.2M +$659K +17,984 +4%
AIM
6
Astor Investment Management
Illinois
$16.5M -$1.51M -41,317 -8%
LPL Financial
7
LPL Financial
California
$15.3M +$1.89M +51,673 +14%
BFA
8
Beaumont Financial Advisors
Massachusetts
$13.2M -$2.49M -68,003 -16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.9M +$10.7M +292,417 +485%
GFPC
10
Global Financial Private Capital
Florida
$11.4M -$759K -20,661 -6%
AIP
11
Ahrens Investment Partners
Louisiana
$8.59M +$729K +19,897 +9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8.04M +$285K +7,787 +4%
AWM
13
AE Wealth Management
Kansas
$6.24M +$969K +26,463 +18%
PAG
14
Private Advisor Group
New Jersey
$5.98M -$903K -24,650 -13%
SS
15
Simplicity Solutions
Minnesota
$5.9M +$1.01M +27,517 +21%
EH
16
Equitable Holdings
New York
$5.59M +$5.59M +152,732 New
RJA
17
Raymond James & Associates
Florida
$5.59M -$460K -12,565 -8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.87M +$143K +3,916 +4%
AG
19
Advisor Group
Arizona
$3.38M +$275K +7,509 +9%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.49M +$181K +4,955 +8%
GM
21
GeoWealth Management
Illinois
$1.88M +$1.63M +44,512 +656%
LNC
22
Lincoln National Corp
Pennsylvania
$1.81M +$128K +3,493 +8%
CFA
23
Carroll Financial Associates
North Carolina
$1.76M +$108K +2,941 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.45M +$67.9K +1,853 +5%
RIA
25
Regal Investment Advisors
Michigan
$1.44M +$771K +21,058 +116%
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