ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
31 hedge funds and large institutions have $47.1M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 9 closing their positions.
63% more capital invested
Capital invested by funds: $28.9M → $47.1M (+$18.2M)
9.53% more ownership
Funds ownership: 41.06% → 50.59% (+9.5%)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
+$7.53M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.07M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.63M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$1.02M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$343K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.76M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$889K |
| 3 |
Jane Street
New York
|
-$673K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$465K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$431K |
OUSM Hedge Fund Activity: Q2 2020 in Review
31 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q2 2020, worth a combined $47.1M — up 63% from $28.9M a quarter earlier.
Fund positioning in OUSM was balanced in Q2 2020: 9 funds opened new positions, 9 closed out, 7 added to existing stakes and 13 trimmed.
The largest buyer was Stonehearth Capital Management, opening a new position worth an estimated $7.53M. The largest seller was Morgan Stanley, cutting an estimated $2.76M.
- 31 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $47.1M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q2 2020, up 63% quarter-over-quarter.
- 9 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q2 2020 and 9 closed out, a net change of 0 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q2 2020 was Stonehearth Capital Management, an estimated $7.53M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q2 2020 was Morgan Stanley, an estimated $2.76M sold.
Based on aggregated 13F filings for Q2 2020.