OUSM icon

ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM

Overview Fund Activity

40 hedge funds and large institutions have $88.5M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
19
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$7.22M
2
LPL Financial
LPL Financial
California
$7.65M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.34M
4
CNWM
Clay Northam Wealth Management
California
$747K
5
Bank of America
Bank of America
North Carolina
$7.99M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Morgan Stanley
Morgan Stanley
New York
$11.2M
3
FTUS
Flow Traders U.S.
New York
$0
4
UBS Group
UBS Group
Switzerland
$16.3M
5
TRCT
Tower Research Capital (TRC)
New York
$331K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$16.3M -$454K -13,036 -3%
SCM
2
Stonehearth Capital Management
Massachusetts
$11.9M +$71.2K +2,045 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$11.2M -$1.01M -28,914 -8%
Bank of America
4
Bank of America
North Carolina
$7.99M +$668K +19,172 +9%
LPL Financial
5
LPL Financial
California
$7.65M +$2.76M +79,383 +57%
Wells Fargo
6
Wells Fargo
California
$7.22M +$5.63M +161,630 +354%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.85M -$47.6K -1,366 -1%
AAS
8
Avantax Advisory Services
Texas
$3.57M +$2.41K +69 +0.1%
LWA
9
Lenox Wealth Advisors
New York
$2.21M – – –
PAG
10
Private Advisor Group
New Jersey
$2.07M -$1.99K -57 -0.1%
Brown Advisory
11
Brown Advisory
Maryland
$1.51M – – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.34M +$780K +22,403 +140%
EAM
13
Empirical Asset Management
Massachusetts
$1.16M +$123K +3,543 +12%
SSWM
14
Sheets Smith Wealth Management
North Carolina
$998K +$34.8K +1,000 +4%
TCM
15
Triumph Capital Management
Colorado
$901K +$4.29K +123 +0.5%
SPIA
16
Steward Partners Investment Advisory
New York
$872K +$6.97K +200 +0.8%
CNWM
17
Clay Northam Wealth Management
California
$747K +$747K +21,445 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$667K +$5.26K +151 +0.8%
SWP
19
Stratos Wealth Partners
Ohio
$618K +$96.6K +2,772 +19%
Goldman Sachs
20
Goldman Sachs
New York
$613K – – –
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$493K -$5.26K -151 -1%
GIA
22
Gladstone Institutional Advisory
Florida
$470K +$27.8K +798 +6%
CA
23
Cambridge Advisors
Nebraska
$437K -$1.26K -36 -0.3%
AWA
24
Acorn Wealth Advisors
Michigan
$422K +$36.9K +1,060 +10%
CAL
25
Capital Advisors Ltd
Ohio
$391K +$174 +5 +0%
1
2