ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
36 hedge funds and large institutions have $39.6M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
11% more capital invested
Capital invested by funds: $35.8M → $39.6M (+$3.82M)
6% more funds holding
Funds holding: 34 → 36 (+2)
1.02% more ownership
Funds ownership: 35.67% → 36.69% (+1%)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.77M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$866K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$340K |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$295K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.53M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.04M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$342K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$97.6K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$54.8K |
OUSM Hedge Fund Activity: Q4 2019 in Review
36 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q4 2019, worth a combined $39.6M — up 11% from $35.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OUSM positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.77M. The largest seller was LPL Financial, cutting an estimated $1.53M.
- 36 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q4 2019, up from 34 in Q3 2019.
- Funds reported $39.6M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q4 2019, up 11% quarter-over-quarter.
- 5 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q4 2019 and 2 closed out, a net change of +3 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q4 2019 was Morgan Stanley, an estimated $2.77M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q4 2019 was LPL Financial, an estimated $1.53M sold.
Based on aggregated 13F filings for Q4 2019.