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

Overview Fund Activity

84 hedge funds and large institutions have $330M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+12
Holders Change %
+16.67%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
42
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$25.4M
2
UBS Group
2
UBS Group
Switzerland
$23.6M
3
Ameriprise
3
Ameriprise
Minnesota
$49.9M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$20.1M
5
Wells Fargo
5
Wells Fargo
California
$22.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.1M
2
Bank of America
2
Bank of America
North Carolina
$17M
3
FA
3
FDx Advisors
Illinois
$0
4
OP
4
ORG Partners
Indiana
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$369K -$2.98K -70 -0.8%
CAM
52
Cresset Asset Management
Illinois
$353K +$353K +8,297 New
CAL
53
Capital Advisors Ltd
Ohio
$352K +$128 +3 +0%
MA
54
Mutual Advisors
Nebraska
$327K +$83.5K +1,962 +34%
CAN
55
Cetera Advisor Networks
California
$318K -$14K -329 -4%
Comerica Bank
56
Comerica Bank
Texas
$286K +$101K +2,364 +54%
EA
57
Ellsworth Advisors
Ohio
$282K +$282K +7,001 New
DI
58
Diligent Investors
California
$276K – – –
IGWM
59
ICA Group Wealth Management
Colorado
$258K +$135K +3,170 +109%
MAC
60
Mason & Associates (California)
California
$256K +$256K +6,010 New
DAS
61
Dynamic Advisor Solutions
Arizona
$255K +$255K +5,989 New
UFF
62
USA Financial Formulas
Michigan
$244K -$20.6K -483 -8%
PA
63
PFG Advisors
Arizona
$228K +$7.32K +172 +3%
EA
64
Everpar Advisors
Oklahoma
$227K +$227K +5,337 New
CA
65
Cetera Advisors
Colorado
$223K +$223K +5,248 New
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$223K -$82.1K -1,929 -27%
HS
67
Horan Securities
United States
$215K +$215K +5,047 New
EWM
68
Elevatus Welath Management
New York
$209K +$209K +4,900 New
RCM
69
Richardson Capital Management
Wisconsin
$160K +$160K +3,750 New
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$113K +$33.4K +784 +42%
NA
71
NewEdge Advisors
Louisiana
$100K – – –
FFA
72
Farther Finance Advisors
California
$97.9K +$29.8K +705 +44%
GA
73
GoalVest Advisory
New York
$94.4K – – –
Jones Financial Companies
74
Jones Financial Companies
Missouri
$88K +$88K +2,067 New
TRCT
75
Tower Research Capital (TRC)
New York
$59.9K +$40.4K +948 +207%
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