ALPS O'Shares U.S. Quality Dividend
OUSA • BATS
ALPS O'Shares U.S. Quality Dividend is an exchange-traded fund on BATS. As of Q3 2025, 132 institutional investors hold shares in this ETF, with total holdings valued at $372.1M. MORGAN STANLEY is the largest holder with a position valued at $87.8M.
Overview
Overview of institutional ownership in OUSA as of Q3 2025
All Institutions
- Institutions
- 132
- Value Held
- $372.1M
- Shares Held
- 6.6M
- Avg Position
- $2.8M
- Median Position
- $377.3K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $2.1M
- Shares Held
- 36.8K
- Avg Position
- $1.0M
- Median Position
- $1.0M
Biggest Investors
Institutions with the largest positions in OUSA as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $87.8M 0.01% of portfolio |
L LPL Financial LLC Institution | $30.9M 0.01% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $26.4M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $21.6M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $18.1M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $17.3M 0.00% of portfolio |
 We Are One Seven, LLC RIA/Wealth | $14.9M 0.35% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $13.7M 0.06% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $13.4M 0.00% of portfolio |
 Rockefeller Capital Management L.P. Long Only Manager | $11.4M 0.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OUSA in Q3 2025
- Traded
- −$41.0M
- Buyers
- 51
- Sellers
- 52
- Total Bought
- +$8.4M
- Total Sold
- −$49.4M
- Avg Position
- $2.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 GOLDMAN SACHS GROUP INC Institution | +$1.1M +19.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$981.5K +17.4K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$677.6K +12.0K shares |
AMERIPRISE FINANCIAL INC Institution | +$644.3K +11.4K shares |
BANK OF AMERICA CORP /DE/ Institution | +$582.1K +10.3K shares |
MORGAN STANLEY RIA/Wealth | +$512.3K +9.1K shares |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | +$484.7K +8.6K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | +$396.3K +7.0K shares |
H HRT FINANCIAL LLC Institution | +$342.2K +6.1K shares |
 Wisconsin Wealth Advisors, LLC RIA/Wealth | +$316.2K +5.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | −$26.2M −463.1K shares |
 Janney Montgomery Scott LLC RIA/Wealth | −$7.9M −139.6K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$3.4M −63.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$2.7M −48.2K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | −$1.3M −22.8K shares |
R ROYAL BANK OF CANADA Institution | −$1.2M −21.3K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.1M −19.1K shares |
WELLS FARGO & COMPANY/MN Institution | −$990.6K −17.5K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$839.3K −14.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$585.0K −10.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OUSA in Q3 2025
- New Positions
- 10
- New Value
- $2.0M
- Exited Positions
- 4
- Exited Value
- $3.5M
New Positions
| Institution | Position Value |
|---|---|
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | $484.7K 8.6K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | $396.3K 7.0K shares |
H HRT FINANCIAL LLC Institution | $342.2K 6.1K shares |
Wisconsin Wealth Advisors, LLC RIA/Wealth | $316.2K 5.6K shares |
 BXM Wealth LLC RIA/Wealth | $226.2K 2.5K shares |
 Sovran Advisors, LLC RIA/Wealth | $203.4K 3.6K shares |
 Asset Dedication, LLC RIA/Wealth | $26.9K 475.0 shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $17.0K 300.0 shares |
 PITTENGER & ANDERSON INC RIA/Wealth | $6.8K 120.0 shares |
 HANTZ FINANCIAL SERVICES, INC. RIA/Wealth | $2.4K 43.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Ameritas Advisory Services, LLC RIA/Wealth | $3.4M 63.8K shares |
B Beacon Capital Management, LLC RIA/Wealth | $20.5K 380.0 shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | $216.0 4.0 shares |
 CITIGROUP INC Institution | $54.0 1.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in OUSA as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with OUSA as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | 6.62% $3.3M |
 Avant Capital LLC RIA/Wealth | 1.37% $1.9M |
 Symphony Financial Services, Inc. RIA/Wealth | 0.38% $700.3K |
We Are One Seven, LLC RIA/Wealth | 0.35% $14.9M |
 Apollon Financial, LLC RIA/Wealth | 0.31% $1.9M |
Wisconsin Wealth Advisors, LLC RIA/Wealth | 0.30% $316.2K |
 Sovereign Financial Group, Inc. RIA/Wealth | 0.23% $1.2M |
BXM Wealth LLC RIA/Wealth | 0.22% $226.2K |
 Capstone Wealth Management Group LLC RIA/Wealth | 0.19% $301.4K |
 Grandview Asset Management LLC RIA/Wealth | 0.19% $680.5K |
Hedge Fund Spotlight
Discover hedge funds investing in OUSA
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
Position in ALPS O'Shares U.S. Quality Dividend
- Market Value
- $1.4M
- Shares Held
- 23.9K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
