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ALPS O'Shares US Quality Dividend ETF
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Overview Fund Activity

108 hedge funds and large institutions have $345M invested in ALPS O'Shares US Quality Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
38
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$15.4M
2
LPL Financial
2
LPL Financial
California
$31.6M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.72M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.62M
5
KPWS
5
Kestra Private Wealth Services
Texas
$4.85M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$71.5M
2
Bank of America
2
Bank of America
North Carolina
$22.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24.9M
4
OP
4
ORG Partners
Indiana
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$71.5M 1,447,049 -1,456,543 -50%
Wells Fargo
2
Wells Fargo
California
$32M 647,456 -11,605 -2%
LPL Financial
3
LPL Financial
California
$31.6M 638,878 +83,341 +15%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.9M 503,753 -39,599 -7%
Bank of America
5
Bank of America
North Carolina
$22.8M 462,267 -53,215 -10%
Ameriprise
6
Ameriprise
Minnesota
$15.4M 312,284 +235,106 +305%
KAS
7
Kestra Advisory Services
Texas
$11.8M 239,399 -1,120 -0.5%
UBS Group
8
UBS Group
Switzerland
$11.4M 231,454 -2,702 -1%
MOS
9
MGO One Seven
Ohio
$11.2M 226,522 +27,026 +14%
RJA
10
Raymond James & Associates
Florida
$10.7M 215,700 +3,589 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.9M 159,919 -13,318 -8%
EH
12
Equitable Holdings
New York
$7.23M 146,339 +2,285 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.32M 127,952 -15,110 -11%
Stifel Financial
14
Stifel Financial
Missouri
$5.76M 116,641 -1,891 -2%
BCM
15
Beaumont Capital Management
Massachusetts
$5.33M 107,948 -2,182 -2%
PAG
16
Private Advisor Group
New Jersey
$5.06M 102,333 +77 +0.1%
KPWS
17
Kestra Private Wealth Services
Texas
$4.85M 98,149 +27,360 +39%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$4.72M 95,426 +70,726 +286%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.5M 70,871 -754 -1%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.2M 64,839 -5,663 -8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.65M 53,700 -1,473 -3%
SWP
22
Stratos Wealth Partners
Ohio
$2.54M 51,486 -447 -0.9%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$2.53M 51,208 -10,700 -17%
BFA
24
Beaumont Financial Advisors
Massachusetts
$2.47M 50,031 +72 +0.1%
NA
25
NewEdge Advisors
Louisiana
$1.95M 39,473 -552 -1%
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