ALPS O'Shares U.S. Quality Dividend ETF
OUSA
86 hedge funds and large institutions have $346M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 6 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 24
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% more capital invested
Capital invested by funds: $335M → $346M (+$10.3M)
0% more funds holding
Funds holding: 86 → 86 (0)
0.79% less ownership
Funds ownership: 55.78% → 54.99% (-0.79%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.54M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.53M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$648K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$630K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$8.58M |
| 2 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
-$6.49M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.17M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.15M |
| 5 |
Goldman Sachs
New York
|
-$1.41M |
OUSA Hedge Fund Activity: Q2 2021 in Review
86 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q2 2021, worth a combined $346M — up 3.1% from $335M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OUSA positions and 6 closed out — a net gain of 1 holder — while 39 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.54M. The largest seller was International Assets Investment Management, cutting an estimated $8.58M.
- 86 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $346M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q2 2021, up 3.1% quarter-over-quarter.
- 7 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q2 2021 and 6 closed out, a net change of +1 holder.
- The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q2 2021 was Morgan Stanley, an estimated $8.54M added.
- The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q2 2021 was International Assets Investment Management, an estimated $8.58M sold.
Based on aggregated 13F filings for Q2 2021.