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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

102 hedge funds and large institutions have $341M invested in ALPS O'Shares US Quality Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
–
Holders Change %
0%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
25
Reduced
45
Closed
12
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.84M
2
PEA
2
Park Edge Advisors
Ohio
$1.61M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$44.7M
4
AFM
4
Andesa Financial Management
Pennsylvania
$1.54M
5
KPWS
5
Kestra Private Wealth Services
Texas
$902K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$75.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.4M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$290K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.5M
5
AIP
5
Ahrens Investment Partners
Louisiana
$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$75.2M -$11.3M -267,815 -13%
Morgan Stanley
2
Morgan Stanley
New York
$64.4M -$7.44M -176,399 -10%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$44.7M +$1.49M +35,355 +3%
LPL Financial
4
LPL Financial
California
$21.2M -$456K -10,822 -2%
Bank of America
5
Bank of America
North Carolina
$21.1M +$228K +5,411 +1%
UBS Group
6
UBS Group
Switzerland
$11.2M -$347K -8,241 -3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$10.5M -$2.64M -62,722 -20%
RJA
8
Raymond James & Associates
Florida
$8.68M +$23.7K +562 +0.3%
KAS
9
Kestra Advisory Services
Texas
$8.37M -$594K -14,092 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.12M -$142K -3,366 -2%
EH
11
Equitable Holdings
New York
$6.47M -$57.9K -1,374 -0.9%
BCM
12
Beaumont Capital Management
Massachusetts
$4.97M -$155K -3,672 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.91M -$194K -4,603 -4%
PAG
14
Private Advisor Group
New Jersey
$4.56M -$219K -5,189 -5%
Stifel Financial
15
Stifel Financial
Missouri
$4.45M -$42K -996 -0.9%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.85M -$80.5K -1,910 -3%
AIP
17
Ahrens Investment Partners
Louisiana
$2.32M -$635K -15,059 -21%
BFA
18
Beaumont Financial Advisors
Massachusetts
$2.19M -$885 -21 -0%
SWP
19
Stratos Wealth Partners
Ohio
$2.14M -$245K -5,824 -10%
PPP
20
Private Portfolio Partners
New Jersey
$1.85M -$482K -11,424 -21%
Citadel Advisors
21
Citadel Advisors
Florida
$1.84M +$1.84M +43,643 New
DC
22
Davenport & Co
Virginia
$1.69M +$16.7K +396 +1%
PEA
23
Park Edge Advisors
Ohio
$1.61M +$1.61M +38,143 New
AFM
24
Andesa Financial Management
Pennsylvania
$1.54M +$733K +28,939 +90%
CAN
25
Cetera Advisor Networks
California
$1.34M +$216K +5,133 +19%
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