ALPS O'Shares U.S. Quality Dividend ETF
OUSA
104 hedge funds and large institutions have $357M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 11 closing their positions.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
9% more funds holding
Funds holding: 95 → 104 (+9)
4% more capital invested
Capital invested by funds: $344M → $357M (+$13M)
3.77% less ownership
Funds ownership: 62.42% → 58.65% (-3.8%)
21% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.75M |
| 2 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
+$4.29M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.18M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$851K |
| 5 |
Goldman Sachs
New York
|
+$697K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$16.4M |
| 2 |
Morgan Stanley
New York
|
-$3.02M |
| 3 |
Jane Street
New York
|
-$2.71M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.54M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.53M |
OUSA Hedge Fund Activity: Q4 2022 in Review
104 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q4 2022, worth a combined $357M — up 3.8% from $344M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new OUSA positions and 11 closed out — a net gain of 11 holders — while 30 added to existing stakes and 38 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.75M. The largest seller was Wells Fargo, cutting an estimated $16.4M.
- 104 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q4 2022, up from 95 in Q3 2022.
- Funds reported $357M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q4 2022, up 3.8% quarter-over-quarter.
- 22 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q4 2022 and 11 closed out, a net change of +11 holders.
- The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q4 2022 was LPL Financial, an estimated $6.75M added.
- The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q4 2022 was Wells Fargo, an estimated $16.4M sold.
Based on aggregated 13F filings for Q4 2022.