ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
38 hedge funds and large institutions have $76.7M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
12% more capital invested
Capital invested by funds: $68.2M → $76.7M (+$8.45M)
12% more funds holding
Funds holding: 34 → 38 (+4)
4.89% more ownership
Funds ownership: 52.57% → 57.46% (+4.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lenox Wealth Advisors
New York
|
+$2.26M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.36M |
| 3 |
Morgan Stanley
New York
|
+$655K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$540K |
| 5 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$475K |
| 2 |
BWM
BigSur Wealth Management
Miami,
Florida
|
-$208K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$142K |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$71K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$36K |
OUSM Hedge Fund Activity: Q2 2021 in Review
38 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q2 2021, worth a combined $76.7M — up 12% from $68.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OUSM positions and 2 closed out — a net gain of 4 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Lenox Wealth Advisors, opening a new position worth an estimated $2.26M. The largest seller was Goldman Sachs, cutting an estimated $475K.
- 38 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q2 2021, up from 34 in Q1 2021.
- Funds reported $76.7M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 6 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q2 2021 and 2 closed out, a net change of +4 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q2 2021 was Lenox Wealth Advisors, an estimated $2.26M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q2 2021 was Goldman Sachs, an estimated $475K sold.
Based on aggregated 13F filings for Q2 2021.