ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
39 hedge funds and large institutions have $79.9M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 2 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
3.25% more ownership
Funds ownership: 57.46% → 60.71% (+3.3%)
3% more funds holding
Funds holding: 38 → 39 (+1)
4% more capital invested
Capital invested by funds: $76.7M → $79.9M (+$3.23M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
+$2.28M |
| 2 |
Morgan Stanley
New York
|
+$1.53M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.04M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$235K |
| 5 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$572K |
| 2 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
-$300K |
| 3 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$224K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$64.8K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$49.1K |
OUSM Hedge Fund Activity: Q3 2021 in Review
39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q3 2021, worth a combined $79.9M — up 4.2% from $76.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OUSM positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 7 trimmed.
The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $2.28M. The largest seller was Susquehanna International Group, cutting an estimated $572K.
- 39 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q3 2021, up from 38 in Q2 2021.
- Funds reported $79.9M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q3 2021, up 4.2% quarter-over-quarter.
- 4 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q3 2021 and 2 closed out, a net change of +2 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q3 2021 was Wealthspire Advisors (New York), an estimated $2.28M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q3 2021 was Susquehanna International Group, an estimated $572K sold.
Based on aggregated 13F filings for Q3 2021.