ALPS O'Shares U.S. Quality Dividend ETF
OUSA
109 hedge funds and large institutions have $314M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
6% more funds holding
Funds holding: 103 → 109 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 33
2.99% less ownership
Funds ownership: 52.79% → 49.81% (-3%)
9% less capital invested
Capital invested by funds: $346M → $314M (-$32.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.66M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.77M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.25M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.31M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.09M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.47M |
| 3 |
Morgan Stanley
New York
|
-$5.32M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.29M |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$1.3M |
OUSA Hedge Fund Activity: Q3 2023 in Review
109 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q3 2023, worth a combined $314M — down 9.3% from $346M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new OUSA positions and 9 closed out — a net gain of 6 holders — while 30 added to existing stakes and 33 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $3.66M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.09M.
- 109 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q3 2023, up from 103 in Q2 2023.
- Funds reported $314M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q3 2023, down 9.3% quarter-over-quarter.
- 15 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q3 2023 and 9 closed out, a net change of +6 holders.
- The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q3 2023 was Ameriprise, an estimated $3.66M added.
- The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $8.09M sold.
Based on aggregated 13F filings for Q3 2023.