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

6 hedge funds and large institutions have $3.43M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding

Funds holding: 1 → 6 (+5)

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

37% more capital invested

Capital invested by funds: $2.5M → $3.43M (+$932K)

14.26% more ownership

Funds ownership: 0% → 14.26% (+14%)

Holders
6
Holders Change
+5
Holders Change %
+500%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.99M
2
LPL Financial
LPL Financial
California
+$821K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$329K
4
PAG
Private Advisor Group
New Jersey
+$241K
5
Creative Planning
Creative Planning
Kansas
+$37.9K

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$2.5M

OUSM Hedge Fund Activity: Q1 2017 in Review

6 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q1 2017, worth a combined $3.43M — up 37% from $2.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OUSM positions and 1 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $1.99M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $2.5M sold.

  • 6 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q1 2017, up from 1 in Q4 2016.
  • Funds reported $3.43M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q1 2017, up 37% quarter-over-quarter.
  • 6 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q1 2017 and 1 closed out, a net change of +5 holders.
  • The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q1 2017 was Morgan Stanley, an estimated $1.99M added.
  • The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q1 2017 was Virtu KCG Holdings, an estimated $2.5M sold.

Based on aggregated 13F filings for Q1 2017.