ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
44 hedge funds and large institutions have $92.5M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
19% more capital invested
Capital invested by funds: $77.7M → $92.5M (+$14.9M)
13% more funds holding
Funds holding: 39 → 44 (+5)
5.93% more ownership
Funds ownership: 68.15% → 74.08% (+5.9%)
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
|
+$2.76M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.18M |
| 3 |
BPFA
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
+$1.84M |
| 4 |
Morgan Stanley
New York
|
+$1.5M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.82M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.1M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$860K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$258K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$149K |
OUSM Hedge Fund Activity: Q4 2022 in Review
44 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q4 2022, worth a combined $92.5M — up 19% from $77.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new OUSM positions and 5 closed out — a net gain of 6 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.76M. The largest seller was UBS Group, cutting an estimated $2.82M.
- 44 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q4 2022, up from 39 in Q3 2022.
- Funds reported $92.5M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q4 2022, up 19% quarter-over-quarter.
- 11 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q4 2022 and 5 closed out, a net change of +6 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q4 2022 was Wells Fargo, an estimated $2.76M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q4 2022 was UBS Group, an estimated $2.82M sold.
Based on aggregated 13F filings for Q4 2022.