ALPS O'Shares U.S. Quality Dividend ETF
OUSA
115 hedge funds and large institutions have $376M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
20% more capital invested
Capital invested by funds: $314M → $376M (+$62.2M)
16% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 32
6% more funds holding
Funds holding: 109 → 115 (+6)
4.76% more ownership
Funds ownership: 49.81% → 54.56% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$66.5M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$8.68M |
| 3 |
SAM
Secure Asset Management
Troy,
Michigan
|
+$1.38M |
| 4 |
Rockefeller Capital Management
New York
|
+$1.08M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$38.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.5M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$919K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$677K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$522K |
OUSA Hedge Fund Activity: Q4 2023 in Review
115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q4 2023, worth a combined $376M — up 20% from $314M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OUSA positions and 9 closed out — a net gain of 9 holders — while 37 added to existing stakes and 32 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $66.5M. The largest seller was Wells Fargo, cutting an estimated $38.2M.
- 115 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q4 2023, up from 109 in Q3 2023.
- Funds reported $376M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 18 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q4 2023 and 9 closed out, a net change of +9 holders.
- The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q4 2023 was Morgan Stanley, an estimated $66.5M added.
- The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q4 2023 was Wells Fargo, an estimated $38.2M sold.
Based on aggregated 13F filings for Q4 2023.