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ALPS O'Shares U.S. Quality Dividend ETF

126 hedge funds and large institutions have $384M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $383M → $384M (+$796K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.28% less ownership

Funds ownership: 47.95%47.68% (-0.28%)

2% less funds holding

Funds holding: 129126 (-3)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
35
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$78.7M -$668K -12,410 -0.8%
LPL Financial
2
LPL Financial
California
$29.1M +$1.63M +30,364 +6%
TSMHT
3
Thurston Springer Miller Herd & Titak
Indiana
$24.7M +$897K +16,654 +4%
Ameriprise
4
Ameriprise
Minnesota
$22.1M -$1.78M -33,153 -7%
Bank of America
5
Bank of America
North Carolina
$20.4M -$1.47M -27,232 -7%
Wells Fargo
6
Wells Fargo
California
$18.6M -$1.23M -22,785 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.9M -$1.87M -34,737 -9%
Raymond James Financial
8
Raymond James Financial
Florida
$14.7M -$325K -6,041 -2%
MOS
9
MGO One Seven
Ohio
$13.1M +$166K +3,077 +1%
KAS
10
Kestra Advisory Services
Texas
$12.5M -$526K -9,778 -4%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$11.6M +$477K +8,851 +4%
UBS Group
12
UBS Group
Switzerland
$10.8M -$899K -16,700 -8%
EH
13
Equitable Holdings
New York
$7.62M -$110K -2,052 -1%
P
14
&Partners
Tennessee
$7.5M -$751K -13,949 -9%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$7.43M +$3.04M +56,429 +68%
Stifel Financial
16
Stifel Financial
Missouri
$5.57M +$35.6K +662 +0.6%
KPWS
17
Kestra Private Wealth Services
Texas
$5.23M +$364K +6,752 +7%
PAG
18
Private Advisor Group
New Jersey
$4.61M -$103K -1,907 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.28M +$132K +2,447 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.15M +$52K +966 +1%
SA
21
Sanctuary Advisors
Indiana
$4.04M +$6.35K +118 +0.2%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$3.66M -$27.3K -508 -0.7%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.38M +$263K +4,883 +8%
NA
24
NewEdge Advisors
Louisiana
$3.34M +$1.69M +31,369 +100%
Goldman Sachs
25
Goldman Sachs
New York
$3.02M +$1.9M +35,246 +164%

OUSA Hedge Fund Activity: Q1 2025 in Review

126 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q1 2025, worth a combined $384M — up 0.21% from $383M a quarter earlier.

Fund positioning in OUSA was balanced in Q1 2025: 9 funds opened new positions, 9 closed out, 35 added to existing stakes and 43 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $3.04M. The largest seller was Royal Bank of Canada, cutting an estimated $1.87M.

  • 126 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q1 2025, down from 129 in Q4 2024.
  • Funds reported $384M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q1 2025, up 0.21% quarter-over-quarter.
  • 9 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q1 2025 and 9 closed out, a net change of 0 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q1 2025 was Janney Montgomery Scott, an estimated $3.04M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $1.87M sold.

Based on aggregated 13F filings for Q1 2025.