ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
23 hedge funds and large institutions have $34.7M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 0 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
64% more funds holding
Funds holding: 14 → 23 (+9)
33% more capital invested
Capital invested by funds: $26.1M → $34.7M (+$8.55M)
8.04% more ownership
Funds ownership: 20.99% → 29.03% (+8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.59M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.53M |
| 3 |
ADBIC
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
+$1.13M |
| 4 |
LPL Financial
San Diego,
California
|
+$842K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$737K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11K |
| 2 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$5K |
OUSM Hedge Fund Activity: Q1 2018 in Review
23 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q1 2018, worth a combined $34.7M — up 33% from $26.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new OUSM positions and 2 closed out — a net gain of 9 holders — while 11 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.59M. The largest seller was Bank of America, exiting entirely with an estimated $11K sold.
- 23 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q1 2018, up from 14 in Q4 2017.
- Funds reported $34.7M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q1 2018, up 33% quarter-over-quarter.
- 11 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q1 2018 and 2 closed out, a net change of +9 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q1 2018 was Morgan Stanley, an estimated $2.59M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q1 2018 was Bank of America, an estimated $11K sold.
Based on aggregated 13F filings for Q1 2018.