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ALPS O'Shares U.S. Quality Dividend ETF

95 hedge funds and large institutions have $344M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

4% more funds holding

Funds holding: 9195 (+4)

1.62% less ownership

Funds ownership: 64.04%62.42% (-1.6%)

11% less capital invested

Capital invested by funds: $385M → $344M (-$40.7M)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
33
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$90.9M -$18.5M -454,506 -16%
Morgan Stanley
2
Morgan Stanley
New York
$65.9M -$495K -12,137 -0.7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$40.2M +$2.27M +55,571 +5%
Bank of America
4
Bank of America
North Carolina
$20.6M -$502K -12,295 -2%
LPL Financial
5
LPL Financial
California
$12.9M -$233K -5,717 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.8M +$343K +8,400 +3%
UBS Group
7
UBS Group
Switzerland
$10.5M +$342K +8,382 +3%
KAS
8
Kestra Advisory Services
Texas
$8.49M +$1.05M +25,801 +13%
RJA
9
Raymond James & Associates
Florida
$7.67M -$850K -20,827 -9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.92M -$296K -7,242 -4%
EH
11
Equitable Holdings
New York
$5.15M +$511K +12,522 +10%
PAG
12
Private Advisor Group
New Jersey
$4.39M -$137K -3,346 -3%
IWC
13
Integrated Wealth Concepts
Massachusetts
$3.97M +$1.22M +29,963 +39%
Stifel Financial
14
Stifel Financial
Missouri
$3.75M +$60.3K +1,478 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.41M -$115K -2,822 -3%
AIP
16
Ahrens Investment Partners
Louisiana
$3.02M -$944K -23,138 -22%
Jane Street
17
Jane Street
New York
$2.92M +$3.22M +78,943 New
MML Investors Services
18
MML Investors Services
Massachusetts
$2.59M +$17.8K +436 +0.6%
Citadel Advisors
19
Citadel Advisors
Florida
$2.54M +$2.14M +52,491 +326%
LNC
20
Lincoln National Corp
Pennsylvania
$2.21M +$91.9K +2,252 +4%
PPP
21
Private Portfolio Partners
New Jersey
$2.12M -$103K -2,531 -4%
BFA
22
Beaumont Financial Advisors
Massachusetts
$2.11M -$82.3K -2,017 -3%
SWP
23
Stratos Wealth Partners
Ohio
$2.09M -$373K -9,130 -14%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.08M -$8.61K -211 -0.4%
DC
25
Davenport & Co
Virginia
$1.49M -$26K -636 -2%

OUSA Hedge Fund Activity: Q3 2022 in Review

95 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q3 2022, worth a combined $344M — down 11% from $385M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new OUSA positions and 8 closed out — a net gain of 5 holders — while 33 added to existing stakes and 30 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.22M. The largest seller was Wells Fargo, cutting an estimated $18.5M.

  • 95 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q3 2022, up from 91 in Q2 2022.
  • Funds reported $344M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 13 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q3 2022 and 8 closed out, a net change of +5 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q3 2022 was Jane Street, an estimated $3.22M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q3 2022 was Wells Fargo, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2022.