ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
28 hedge funds and large institutions have $43.4M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
25% more capital invested
Capital invested by funds: $34.7M → $43.4M (+$8.69M)
22% more funds holding
Funds holding: 23 → 28 (+5)
2.92% more ownership
Funds ownership: 29.03% → 31.95% (+2.9%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Beck Capital Management
Austin,
Texas
|
+$2.62M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.17M |
| 3 |
Jane Street
New York
|
+$1.33M |
| 4 |
CA
CapWealth Advisors
Franklin,
Tennessee
|
+$630K |
| 5 |
LPL Financial
San Diego,
California
|
+$474K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$808K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$360K |
| 3 |
VF
Virtu Financial
New York
|
-$283K |
| 4 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
-$217K |
| 5 |
DI
Diligent Investors
Redlands,
California
|
-$29.2K |
OUSM Hedge Fund Activity: Q2 2018 in Review
28 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q2 2018, worth a combined $43.4M — up 25% from $34.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OUSM positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Beck Capital Management, opening a new position worth an estimated $2.62M. The largest seller was Morgan Stanley, cutting an estimated $808K.
- 28 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q2 2018, up from 23 in Q1 2018.
- Funds reported $43.4M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q2 2018, up 25% quarter-over-quarter.
- 6 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q2 2018 and 1 closed out, a net change of +5 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q2 2018 was Beck Capital Management, an estimated $2.62M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q2 2018 was Morgan Stanley, an estimated $808K sold.
Based on aggregated 13F filings for Q2 2018.