ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
73 hedge funds and large institutions have $282M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 18
29% more capital invested
Capital invested by funds: $219M → $282M (+$62.6M)
18% more funds holding
Funds holding: 62 → 73 (+11)
2.37% less ownership
Funds ownership: 65.8% → 63.43% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.47M |
| 3 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$3.59M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.19M |
| 5 |
CWM
Castle Wealth Management
West Palm Beach,
Florida
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$23.6M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$1.51M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$646K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$583K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$268K |
OUSM Hedge Fund Activity: Q4 2023 in Review
73 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q4 2023, worth a combined $282M — up 29% from $219M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new OUSM positions and 3 closed out — a net gain of 12 holders — while 30 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $31.8M. The largest seller was Wells Fargo, cutting an estimated $23.6M.
- 73 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q4 2023, up from 62 in Q3 2023.
- Funds reported $282M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q4 2023, up 29% quarter-over-quarter.
- 15 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q4 2023 and 3 closed out, a net change of +12 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q4 2023 was Morgan Stanley, an estimated $31.8M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q4 2023 was Wells Fargo, an estimated $23.6M sold.
Based on aggregated 13F filings for Q4 2023.