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ALPS O'Shares U.S. Quality Dividend ETF

130 hedge funds and large institutions have $343M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.04% more ownership

Funds ownership: 46.05%47.09% (+1%)

1% more capital invested

Capital invested by funds: $339M → $343M (+$4.18M)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

4% less funds holding

Funds holding: 136130 (-6)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
40
Reduced
43
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$90M -$1.43M -24,778 -2%
LPL Financial
2
LPL Financial
California
$30.6M -$514K -8,904 -2%
Bank of America
3
Bank of America
North Carolina
$21.7M -$423K -7,325 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.5M -$1.1M -19,073 -6%
MOS
5
MGO One Seven
Ohio
$16M +$127K +2,190 +0.8%
Wells Fargo
6
Wells Fargo
California
$15.3M -$461K -7,978 -3%
KAS
7
Kestra Advisory Services
Texas
$14.5M -$604K -10,457 -4%
Raymond James Financial
8
Raymond James Financial
Florida
$10.7M -$260K -4,492 -2%
UBS Group
9
UBS Group
Switzerland
$10.2M -$696K -12,042 -6%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$8.53M -$2.78M -48,129 -25%
Goldman Sachs
11
Goldman Sachs
New York
$7.21M +$1.5M +26,001 +27%
KPWS
12
Kestra Private Wealth Services
Texas
$6.61M +$72.5K +1,255 +1%
EH
13
Equitable Holdings
New York
$5.88M -$406K -7,028 -7%
AAS
14
Ameritas Advisory Services
Nebraska
$5.65M +$2.31M +40,072 +71%
PAG
15
Private Advisor Group
New Jersey
$4.45M -$54.6K -945 -1%
SA
16
Sanctuary Advisors
Indiana
$4.44M +$1.91K +33 +0%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.87M +$92.6K +1,603 +2%
P
18
&Partners
Tennessee
$3.73M -$494K -8,554 -12%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.54M +$183K +3,167 +6%
NA
20
NewEdge Advisors
Louisiana
$3.45M +$318K +5,513 +10%
SWP
21
Stratos Wealth Partners
Ohio
$3.2M -$45.9K -795 -1%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.13M +$279K +4,826 +10%
Stifel Financial
23
Stifel Financial
Missouri
$2.5M -$2.02M -34,905 -45%
TSMHT
24
Thurston Springer Miller Herd & Titak
Indiana
$2.39M -$2.49M -43,017 -51%
Ameriprise
25
Ameriprise
Minnesota
$2.05M -$52.2K -903 -3%

OUSA Hedge Fund Activity: Q2 2026 in Review

130 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) for Q2 2026, worth a combined $343M — up 1.2% from $339M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of OUSA and 10 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 40 added.

The largest buyer was Ameritas Advisory Services, adding an estimated $2.31M. The largest seller was ALPS Advisors, exiting entirely with an estimated $3.1M sold.

  • 130 institutional investors held ALPS O'Shares U.S. Quality Dividend ETF (OUSA) as of Q2 2026, down from 136 in Q1 2026.
  • Funds reported $343M of ALPS O'Shares U.S. Quality Dividend ETF stock for Q2 2026, up 1.2% quarter-over-quarter.
  • 10 funds opened new ALPS O'Shares U.S. Quality Dividend ETF positions in Q2 2026 and 14 closed out, a net change of -4 holders.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF buyer in Q2 2026 was Ameritas Advisory Services, an estimated $2.31M added.
  • The largest ALPS O'Shares U.S. Quality Dividend ETF seller in Q2 2026 was ALPS Advisors, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2026.