ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
62 hedge funds and large institutions have $219M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
191% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 11
15% more capital invested
Capital invested by funds: $191M → $219M (+$28.6M)
13% more funds holding
Funds holding: 55 → 62 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
71.14% less ownership
Funds ownership: 136.94% → 65.8% (-71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$10M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$6.46M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.22M |
| 4 |
AFS
Axiom Financial Strategies
New Albany,
Indiana
|
+$3.65M |
| 5 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.47M |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
-$729K |
| 3 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$102K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$58.5K |
| 5 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
-$37.4K |
OUSM Hedge Fund Activity: Q3 2023 in Review
62 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q3 2023, worth a combined $219M — up 15% from $191M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OUSM positions and 1 closed out — a net gain of 7 holders — while 32 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $10M. The largest seller was LPL Financial, cutting an estimated $1.47M.
- 62 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q3 2023, up from 55 in Q2 2023.
- Funds reported $219M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q3 2023, up 15% quarter-over-quarter.
- 8 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q3 2023 and 1 closed out, a net change of +7 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q3 2023 was Wells Fargo, an estimated $10M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q3 2023 was LPL Financial, an estimated $1.47M sold.
Based on aggregated 13F filings for Q3 2023.