OUSM icon

ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM

Overview Fund Activity

92 hedge funds and large institutions have $388M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
40
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.65M
2
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
+$5.7M
3
AAS
Avantax Advisory Services
Texas
+$4.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.15M
5
Ameriprise
Ameriprise
Minnesota
+$3.94M

Top Sellers

1
FP
Fiduciary Planning
Florida
-$4.07M
2
UBS Group
UBS Group
Switzerland
-$1.81M
3
PFS
Prospera Financial Services
Texas
-$1.29M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$519K
5
GIA
Gladstone Institutional Advisory
Florida
-$411K
Name Holding Trade Value Shares
Change 		Shares
Change %
BPFA
26
Barnes Pettey Financial Advisors
Mississippi
$2.59M -$11.5K -279 -0.4%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.45M +$391K +9,489 +19%
PAG
28
Private Advisor Group
New Jersey
$2.32M -$31.6K -766 -1%
NCFG
29
New Century Financial Group
New Jersey
$2.31M +$2.31M +55,969 New
KDA
30
Kraft Davis & Associates
Missouri
$2.24M +$2.24M +51,345 New
FP
31
Fiduciary Planning
Florida
$2.12M -$4.07M -98,620 -66%
HTC
32
Haverford Trust Company
Pennsylvania
$1.82M – – –
Brown Advisory
33
Brown Advisory
Maryland
$1.79M – – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1.78M -$224K -5,438 -11%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.54M -$173K -4,206 -10%
GIA
36
Gladstone Institutional Advisory
Florida
$1.38M -$411K -9,974 -23%
P
37
&Partners
Tennessee
$1.26M +$1.26M +30,531 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.21M +$308K +7,469 +34%
PEA
39
Park Edge Advisors
Ohio
$1.19M -$278K -6,735 -19%
SPIA
40
Steward Partners Investment Advisory
New York
$1.18M -$80.6K -1,955 -6%
TFS
41
Thoroughbred Financial Services
Tennessee
$1.11M +$78.6K +1,906 +8%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.1M +$32K +777 +3%
SFS
43
Symphony Financial Services
Ohio
$1.06M +$1.06M +25,986 New
CNWM
44
Clay Northam Wealth Management
California
$1M -$249K -6,051 -20%
SPC
45
Sigma Planning Corp
Michigan
$882K +$25.2K +612 +3%
SWP
46
Stratos Wealth Partners
Ohio
$805K -$5.48K -133 -0.7%
AWA
47
Acorn Wealth Advisors
Michigan
$791K +$5.24K +127 +0.7%
Goldman Sachs
48
Goldman Sachs
New York
$726K – – –
MAC
49
Mason & Associates (California)
California
$719K +$471K +11,429 +190%
OP
50
ORG Partners
Indiana
$610K +$610K +14,946 New
1
2
3 4