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ALPS O'Shares US Quality Dividend ETF
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Overview Fund Activity

106 hedge funds and large institutions have $312M invested in ALPS O'Shares US Quality Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
30
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$2.65M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.88M
4
Bank of America
4
Bank of America
North Carolina
$22.1M
5
LPL Financial
5
LPL Financial
California
$22.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.05M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$32.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.7M
4
Wells Fargo
4
Wells Fargo
California
$64.5M
5
AWM
5
Apollon Wealth Management
South Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$64.5M 1,537,609 -120,702 -7%
Morgan Stanley
2
Morgan Stanley
New York
$57.7M 1,374,923 -121,429 -8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$32.9M 785,335 -124,777 -14%
LPL Financial
4
LPL Financial
California
$22.3M 532,248 +27,878 +6%
Bank of America
5
Bank of America
North Carolina
$22.1M 527,481 +29,847 +6%
KAS
6
Kestra Advisory Services
Texas
$10.1M 241,075 +26,022 +12%
UBS Group
7
UBS Group
Switzerland
$9.96M 237,620 -22,801 -9%
RJA
8
Raymond James & Associates
Florida
$8.58M 204,549 +4,403 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.63M 182,079 +18,895 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.88M 164,185 +51,288 +45%
EH
11
Equitable Holdings
New York
$5.92M 141,091 -9,998 -7%
BCM
12
Beaumont Capital Management
Massachusetts
$4.82M 114,894 +2,856 +3%
Stifel Financial
13
Stifel Financial
Missouri
$4.44M 105,840 +2,946 +3%
PAG
14
Private Advisor Group
New Jersey
$4.19M 100,017 -627 -0.6%
Ameriprise
15
Ameriprise
Minnesota
$3.5M 83,409 +83,409 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.05M 72,807 -184,548 -72%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.93M 69,923 -816 -1%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$2.65M 63,113 +63,113 New
KPWS
19
Kestra Private Wealth Services
Texas
$2.52M 60,149 +8,596 +17%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.22M 53,022 -244 -0.5%
BFA
21
Beaumont Financial Advisors
Massachusetts
$2.19M 52,271 +444 +0.9%
SWP
22
Stratos Wealth Partners
Ohio
$2.13M 50,746 -2,271 -4%
NA
23
NewEdge Advisors
Louisiana
$1.82M 43,448 -3,750 -8%
DC
24
Davenport & Co
Virginia
$1.61M 38,390 -269 -0.7%
PPP
25
Private Portfolio Partners
New Jersey
$1.37M 32,570 -10,644 -25%
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