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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

85 hedge funds and large institutions have $333M invested in ALPS O'Shares US Quality Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
38
Reduced
26
Closed
9
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$10K

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$15.8M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$5.13M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.13M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.97M
5
MCC
5
Money Concepts Capital
Florida
$1.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.5M
3
LPL Financial
3
LPL Financial
California
$8.72M
4
UBS Group
4
UBS Group
Switzerland
$18.2M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$63.2M 1,583,619 +22,679 +1%
Morgan Stanley
2
Morgan Stanley
New York
$50.5M 1,265,681 -306,855 -20%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$38.5M 965,311 +36,149 +4%
Bank of America
4
Bank of America
North Carolina
$24.2M 605,732 +4,020 +0.7%
UBS Group
5
UBS Group
Switzerland
$18.2M 454,918 -72,700 -14%
IAIM
6
International Assets Investment Management
Florida
$15.8M 306,313 +146,176 +91%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.5M 263,196 -97,927 -27%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.31M 233,311 +13,651 +6%
LPL Financial
9
LPL Financial
California
$8.72M 218,420 -97,224 -31%
KAS
10
Kestra Advisory Services
Texas
$7.88M 197,604 -34,228 -15%
BCM
11
Beaumont Capital Management
Massachusetts
$6.49M 162,587 -2,911 -2%
BFA
12
Beaumont Financial Advisors
Massachusetts
$5.13M 128,638 +94,579 +278%
PAG
13
Private Advisor Group
New Jersey
$4.76M 119,329 -8,813 -7%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$4.53M 113,607 +2,359 +2%
EH
15
Equitable Holdings
New York
$4.52M 113,189 -3,050 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.03M 100,879 +1,112 +1%
Stifel Financial
17
Stifel Financial
Missouri
$3.93M 98,532 +15,008 +18%
RJA
18
Raymond James & Associates
Florida
$3.91M 97,953 +31,265 +47%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$3.13M 78,458 +78,227 +33,865%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.99M 74,815 +310 +0.4%
AWM
21
AE Wealth Management
Kansas
$2.51M 62,998 +7,490 +13%
PPP
22
Private Portfolio Partners
New Jersey
$2.34M 58,681 +1,274 +2%
CFA
23
Carroll Financial Associates
North Carolina
$2.3M 57,680 +343 +0.6%
WP
24
WealthPLAN Partners
Nebraska
$2.29M 55,242 +20,847 +61%
LNC
25
Lincoln National Corp
Pennsylvania
$2.1M 52,645 -91 -0.2%
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