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ALPS O'Shares U.S. Quality Dividend ETF
OUSA

137 hedge funds and large institutions have $379M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

7% more funds holding

Funds holding: 128 → 137 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.43% less ownership

Funds ownership: 49.37% → 45.95% (-3.4%)

6% less capital invested

Capital invested by funds: $402M → $379M (-$22.3M)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

Holders
137
Holders Change
+9
Holders Change %
+7.03%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
36
Reduced
50
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.05M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$960K
3
KPWS
Kestra Private Wealth Services
Texas
+$663K
4
Ameriprise
Ameriprise
Minnesota
+$628K
5
Bank of America
Bank of America
North Carolina
+$569K

Top Sellers

1
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
-$25.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.72M
3
AAS
Ameritas Advisory Services
Nebraska
-$3.44M
4
Raymond James Financial
Raymond James Financial
Florida
-$2.67M
5
P
&Partners
Tennessee
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$87.8M +$501K +9,061 +0.6%
LPL Financial
2
LPL Financial
California
$30.9M -$64.1K -1,159 -0.2%
Ameriprise
3
Ameriprise
Minnesota
$26.4M +$628K +11,355 +2%
Bank of America
4
Bank of America
North Carolina
$21.6M +$569K +10,295 +3%
Wells Fargo
5
Wells Fargo
California
$18.1M -$968K -17,520 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$17.3M -$1.18M -21,264 -7%
MOS
7
MGO One Seven
Ohio
$14.9M +$228K +4,117 +2%
KAS
8
Kestra Advisory Services
Texas
$13.7M -$139K -2,507 -1%
Raymond James Financial
9
Raymond James Financial
Florida
$13.4M -$2.67M -48,219 -17%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$11.4M -$252K -4,562 -2%
UBS Group
11
UBS Group
Switzerland
$11.2M -$467K -8,452 -4%
EH
12
Equitable Holdings
New York
$7.75M -$176K -3,176 -2%
P
13
&Partners
Tennessee
$6.64M -$1.26M -22,773 -16%
KPWS
14
Kestra Private Wealth Services
Texas
$6.38M +$663K +11,985 +12%
Stifel Financial
15
Stifel Financial
Missouri
$5.14M +$22.4K +405 +0.4%
PAG
16
Private Advisor Group
New Jersey
$4.66M -$113K -2,045 -2%
SA
17
Sanctuary Advisors
Indiana
$4.36M +$33.6K +608 +0.8%
Goldman Sachs
18
Goldman Sachs
New York
$4.33M +$1.05M +18,981 +33%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$3.88M -$38.1K -689 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.75M -$821K -14,844 -18%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.61M -$88.2K -1,596 -2%
NA
22
NewEdge Advisors
Louisiana
$3.55M +$6.03K +109 +0.2%
TSMHT
23
Thurston Springer Miller Herd & Titak
Indiana
$3.28M -$25.6M -463,130 -89%
SWP
24
Stratos Wealth Partners
Ohio
$3.14M +$105K +1,893 +4%
AA
25
ALPS Advisors
Colorado
$3.14M – – –
1
2 3 4 5

OUSA Hedge Fund Activity: Q3 2025 in Review

137 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q3 2025, worth a combined $379M — down 5.5% from $402M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OUSA positions and 4 closed out — a net gain of 12 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.05M. The largest seller was Thurston Springer Miller Herd & Titak, cutting an estimated $25.6M.

  • 137 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q3 2025, up from 128 in Q2 2025.
  • Funds reported $379M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q3 2025, down 5.5% quarter-over-quarter.
  • 16 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q3 2025 and 4 closed out, a net change of +12 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q3 2025 was Goldman Sachs, an estimated $1.05M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q3 2025 was Thurston Springer Miller Herd & Titak, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2025.