ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
44 hedge funds and large institutions have $86.9M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
13% more funds holding
Funds holding: 39 → 44 (+5)
9% more capital invested
Capital invested by funds: $79.9M → $86.9M (+$6.98M)
0.77% more ownership
Funds ownership: 60.71% → 61.49% (+0.77%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.59M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.03M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$747K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$634K |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$462K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
-$2.22M |
| 2 |
Morgan Stanley
New York
|
-$2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$360K |
| 4 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
-$297K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$218K |
OUSM Hedge Fund Activity: Q4 2021 in Review
44 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q4 2021, worth a combined $86.9M — up 8.7% from $79.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OUSM positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.59M. The largest seller was Wealthspire Advisors (New York), exiting entirely with an estimated $2.22M sold.
- 44 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q4 2021, up from 39 in Q3 2021.
- Funds reported $86.9M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q4 2021, up 8.7% quarter-over-quarter.
- 9 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q4 2021 and 4 closed out, a net change of +5 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q4 2021 was Wells Fargo, an estimated $1.59M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q4 2021 was Wealthspire Advisors (New York), an estimated $2.22M sold.
Based on aggregated 13F filings for Q4 2021.