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ALPS O'Shares US Quality Dividend ETF
OUSA

Overview Fund Activity

124 hedge funds and large institutions have $385M invested in ALPS O'Shares US Quality Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
42
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.8M
2
WA
2
Win Advisors
Florida
$9.43M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$8.4M
4
WIM
4
WealthPlan Investment Management
Nebraska
$1.83M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.39M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$28M
2
BCM
2
Beaumont Capital Management
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.13M
4
Bank of America
4
Bank of America
North Carolina
$23.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74.9M 1,386,157 -23,859 -2%
LPL Financial
2
LPL Financial
California
$28M 518,000 -113,972 -18%
Bank of America
3
Bank of America
North Carolina
$23.8M 440,345 -72,468 -14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.7M 402,372 -41,501 -9%
Wells Fargo
5
Wells Fargo
California
$18.1M 335,756 -13,325 -4%
Ameriprise
6
Ameriprise
Minnesota
$17.5M 324,432 -32,462 -9%
Goldman Sachs
7
Goldman Sachs
New York
$14.8M 274,301 +257,150 +1,499%
TSMHT
8
Thurston Springer Miller Herd & Titak
Indiana
$12.9M 239,087 -75 -0%
KAS
9
Kestra Advisory Services
Texas
$12.9M 238,661 -9,523 -4%
MOS
10
MGO One Seven
Ohio
$12.9M 238,093 +4,591 +2%
RJA
11
Raymond James & Associates
Florida
$12.2M 225,900 +6,359 +3%
P
12
&Partners
Tennessee
$12M 222,879 +4,117 +2%
UBS Group
13
UBS Group
Switzerland
$11.8M 219,313 -7,705 -3%
WA
14
Win Advisors
Florida
$9.43M 174,601 +166,245 +1,990%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$8.4M 155,475 +63,194 +68%
EH
16
Equitable Holdings
New York
$7.25M 134,209 -12,892 -9%
Stifel Financial
17
Stifel Financial
Missouri
$6.21M 115,011 -1,459 -1%
KPWS
18
Kestra Private Wealth Services
Texas
$5.43M 100,483 -211 -0.2%
PAG
19
Private Advisor Group
New Jersey
$5.11M 94,647 -5,166 -5%
SA
20
Sanctuary Advisors
Indiana
$4.24M 77,579 +2,354 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.13M 76,469 -77,423 -50%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$3.74M 69,300 -1,650 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.64M 67,469 -794 -1%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.63M 67,216 -4,583 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.24M 60,043 -5,251 -8%
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