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ALPS O'Shares U.S. Quality Dividend ETF

128 hedge funds and large institutions have $402M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

1.7% more ownership

Funds ownership: 47.68%49.37% (+1.7%)

2% more funds holding

Funds holding: 126128 (+2)

5% more capital invested

Capital invested by funds: $384M → $402M (+$17.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% 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
48
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$83.3M +$3.35M +63,992 +4%
LPL Financial
2
LPL Financial
California
$29.5M -$15.4K -294 -0.1%
TSMHT
3
Thurston Springer Miller Herd & Titak
Indiana
$28.1M +$2.95M +56,383 +12%
Ameriprise
4
Ameriprise
Minnesota
$24.5M +$2.09M +40,042 +10%
Bank of America
5
Bank of America
North Carolina
$20.1M -$547K -10,458 -3%
Wells Fargo
6
Wells Fargo
California
$18.2M -$588K -11,249 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.6M -$447K -8,546 -3%
Raymond James Financial
8
Raymond James Financial
Florida
$15.4M +$471K +9,005 +3%
MOS
9
MGO One Seven
Ohio
$14M +$722K +13,811 +6%
KAS
10
Kestra Advisory Services
Texas
$13.3M +$569K +10,893 +5%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$11.1M -$641K -12,270 -6%
UBS Group
12
UBS Group
Switzerland
$11.1M +$132K +2,533 +1%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$9.13M +$1.54M +29,493 +21%
P
14
&Partners
Tennessee
$7.57M -$118K -2,260 -2%
EH
15
Equitable Holdings
New York
$7.57M -$159K -3,049 -2%
KPWS
16
Kestra Private Wealth Services
Texas
$5.44M +$130K +2,482 +3%
Stifel Financial
17
Stifel Financial
Missouri
$4.89M -$740K -14,152 -14%
PAG
18
Private Advisor Group
New Jersey
$4.55M -$122K -2,331 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.38M +$39.4K +753 +0.9%
SA
20
Sanctuary Advisors
Indiana
$4.13M +$39.5K +756 +1%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$3.79M +$17.4K +333 +0.5%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.56M -$630K -12,060 -15%
AAS
23
Ameritas Advisory Services
Nebraska
$3.44M +$722K +13,805 +28%
NA
24
NewEdge Advisors
Louisiana
$3.39M +$4.08K +78 +0.1%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.31M -$110K -2,111 -3%

OUSA Hedge Fund Activity: Q2 2025 in Review

128 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q2 2025, worth a combined $402M — up 4.5% from $384M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OUSA positions and 6 closed out — a net gain of 3 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.35M. The largest seller was Win Advisors, exiting entirely with an estimated $2.54M sold.

  • 128 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q2 2025, up from 126 in Q1 2025.
  • Funds reported $402M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q2 2025, up 4.5% quarter-over-quarter.
  • 9 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q2 2025 and 6 closed out, a net change of +3 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q2 2025 was Morgan Stanley, an estimated $3.35M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q2 2025 was Win Advisors, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2025.