ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
93 hedge funds and large institutions have $388M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
48% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 27
18% more capital invested
Capital invested by funds: $330M → $388M (+$58.2M)
9% more funds holding
Funds holding: 85 → 93 (+8)
5.39% more ownership
Funds ownership: 57.85% → 63.24% (+5.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.64M |
| 2 |
TSMHT
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
+$5.7M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$4.24M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$4.06M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.81M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$1.29M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$519K |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$411K |
OUSM Hedge Fund Activity: Q2 2024 in Review
93 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q2 2024, worth a combined $388M — up 18% from $330M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new OUSM positions and 3 closed out — a net gain of 10 holders — while 40 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.64M. The largest seller was Fiduciary Planning, cutting an estimated $4.06M.
- 93 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q2 2024, up from 85 in Q1 2024.
- Funds reported $388M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q2 2024, up 18% quarter-over-quarter.
- 13 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q2 2024 and 3 closed out, a net change of +10 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q2 2024 was Morgan Stanley, an estimated $6.64M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q2 2024 was Fiduciary Planning, an estimated $4.06M sold.
Based on aggregated 13F filings for Q2 2024.