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ALPS O'Shares US Quality Dividend ETF
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Overview Fund Activity

112 hedge funds and large institutions have $374M invested in ALPS O'Shares US Quality Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
37
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
MOS
2
MGO One Seven
Ohio
$9.19M
3
SAM
3
Secure Asset Management
Michigan
$1.46M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.14M
5
LPL Financial
5
LPL Financial
California
$25.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$30.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$329K
5
Bank of America
5
Bank of America
North Carolina
$23.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$134M 2,903,592 +1,528,669 +111%
Wells Fargo
2
Wells Fargo
California
$30.4M 659,061 -878,548 -57%
LPL Financial
3
LPL Financial
California
$25.6M 555,537 +23,289 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$25M 543,352 -241,983 -31%
Bank of America
5
Bank of America
North Carolina
$23.8M 515,482 -11,999 -2%
KAS
6
Kestra Advisory Services
Texas
$11.1M 240,519 -556 -0.2%
UBS Group
7
UBS Group
Switzerland
$10.8M 234,156 -3,464 -1%
RJA
8
Raymond James & Associates
Florida
$9.78M 212,111 +7,562 +4%
MOS
9
MGO One Seven
Ohio
$9.19M 199,496 +199,496 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.98M 173,237 -8,842 -5%
EH
11
Equitable Holdings
New York
$6.64M 144,054 +2,963 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.59M 143,062 -21,123 -13%
Stifel Financial
13
Stifel Financial
Missouri
$5.46M 118,532 +12,692 +12%
BCM
14
Beaumont Capital Management
Massachusetts
$5.08M 110,130 -4,764 -4%
PAG
15
Private Advisor Group
New Jersey
$4.71M 102,256 +2,239 +2%
Ameriprise
16
Ameriprise
Minnesota
$3.56M 77,178 -6,231 -7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.3M 71,625 -1,182 -2%
KPWS
18
Kestra Private Wealth Services
Texas
$3.26M 70,789 +10,640 +18%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.25M 70,502 +579 +0.8%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$2.85M 61,908 -1,205 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.54M 55,173 +2,151 +4%
SWP
22
Stratos Wealth Partners
Ohio
$2.39M 51,933 +1,187 +2%
BFA
23
Beaumont Financial Advisors
Massachusetts
$2.3M 49,959 -2,312 -4%
NA
24
NewEdge Advisors
Louisiana
$1.89M 40,025 -3,423 -8%
DC
25
Davenport & Co
Virginia
$1.78M 38,612 +222 +0.6%
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