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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

75 hedge funds and large institutions have $260M invested in ALPS O'Shares US Quality Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
28
Reduced
24
Closed
8
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$230K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$46.4M
2
WP
WealthShield Partners
North Carolina
$1.85M
3
AFM
Andesa Financial Management
Pennsylvania
$2.12M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.4M
5
IWC
Integrated Wealth Concepts
Massachusetts
$1.39M

Top Sellers

1
AIP
Ahrens Investment Partners
Louisiana
$2.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.4M
3
BFA
Beaumont Financial Advisors
Massachusetts
$7.04M
4
RIA
Regal Investment Advisors
Michigan
$0
5
LPL Financial
LPL Financial
California
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$46.4M +$5.6M +154,322 +14%
Morgan Stanley
2
Morgan Stanley
New York
$44.3M +$557K +15,356 +1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$27.4M +$1.46M +40,299 +6%
Bank of America
4
Bank of America
North Carolina
$20.7M +$350K +9,639 +2%
UBS Group
5
UBS Group
Switzerland
$20M -$232K -6,405 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.4M -$1.6M -44,236 -11%
LPL Financial
7
LPL Financial
California
$12.1M -$1.05M -28,990 -8%
KAS
8
Kestra Advisory Services
Texas
$7.49M +$7.49M +206,540 New
BFA
9
Beaumont Financial Advisors
Massachusetts
$7.04M -$1.43M -39,488 -17%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.61M +$99.7K +2,750 +2%
PAG
11
Private Advisor Group
New Jersey
$4.68M +$57.2K +1,577 +1%
RJA
12
Raymond James & Associates
Florida
$4.52M +$125K +3,453 +3%
EH
13
Equitable Holdings
New York
$4.49M +$633K +17,452 +16%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.75M -$72K -1,985 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.54M -$284K -7,839 -7%
AIP
16
Ahrens Investment Partners
Louisiana
$2.57M -$3.13M -86,397 -55%
Stifel Financial
17
Stifel Financial
Missouri
$2.45M -$932K -25,697 -28%
PPP
18
Private Portfolio Partners
New Jersey
$2.22M +$10.7K +295 +0.5%
AFM
19
Andesa Financial Management
Pennsylvania
$2.12M +$1.68M +46,333 +378%
LNC
20
Lincoln National Corp
Pennsylvania
$1.92M -$126K -3,470 -6%
WP
21
WealthShield Partners
North Carolina
$1.85M +$1.85M +50,980 New
CFA
22
Carroll Financial Associates
North Carolina
$1.64M +$43.5K +1,201 +3%
SWP
23
Stratos Wealth Partners
Ohio
$1.46M +$125K +3,445 +9%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.39M +$998K +27,526 +254%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.3M -$19.3K -533 -1%
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