ALPS O'Shares US Quality Dividend ETF
OUSA

$53.44

0.02%

Market Cap: $815M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]

10% more funds holding

Funds holding: 107 [Q1] → 118 (+11) [Q2]

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

8.37% less ownership

Funds ownership: 54.94% [Q1] → 46.57% (-8.37%) [Q2]

15% less capital invested

Capital invested by funds: $415M [Q1] → $353M (-$61.8M) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for OUSA.

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Financial journalist opinion

Broadening Equity Rally Could Benefit This ETF

Through much of the first half of this year, a significant portion of the upside generated by broad large-cap benchmark such as the S&P 500 was attributable to a small number of stocks from just two sectors – communication services and technology.

Broadening Equity Rally Could Benefit This ETF

Zacks Investment Research

Forget September Stock Slump: Buy These 5 ETFs Instead

September is historically the worst month of the year for stocks. However, with the Fed likely to cut rates, these ETFs may gain this September.

Forget September Stock Slump: Buy These 5 ETFs Instead

CNBC Television

How to find profitable small caps

Only 40% of small cap companies are profitable. Paul Baiocchi, ALPS ETF chief strategist, joins CNBC to discuss how his fund is weeding them out and collecting them.

How to find profitable small caps

Zacks Investment Research

Is ALPS (OUSA) a Strong ETF Right Now?

A smart beta exchange traded fund, the ALPS (OUSA) debuted on 07/14/2015, and offers broad exposure to the Style Box - Large Cap Value category of the market.

Is ALPS (OUSA) a Strong ETF Right Now?

Zacks Investment Research

Should ALPS (OUSA) Be on Your Investing Radar?

The ALPS (OUSA) was launched on 07/14/2015, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

Should ALPS (OUSA) Be on Your Investing Radar?

OUSA: Cash-Rich, Top-Quality Holdings Overshadowed By Underperformance, Too Small Yield

OUSA is an index-based ETF that is focused on highly profitable, debt-light U.S. dividend-paying companies. It shuns the real estate, energy, and materials sectors. OUSA did a great job selecting top-quality dividend-paying companies. It has also excelled at picking less volatile names, as the weighted-average beta coefficients illustrate. Yet assuming its high expense ratio of 48 bps, a bleak dividend yield of 1.66%, and small growth exposure, I believe there is no sufficient reason to buy into it.

OUSA: Cash-Rich, Top-Quality Holdings Overshadowed By Underperformance, Too Small Yield

Zacks Investment Research

Is ALPS (OUSA) a Strong ETF Right Now?

Launched on 07/14/2015, the ALPS (OUSA) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.

Is ALPS (OUSA) a Strong ETF Right Now?

Zacks Investment Research

Should ALPS (OUSA) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the ALPS (OUSA) is a passively managed exchange traded fund launched on 07/14/2015.

Should ALPS (OUSA) Be on Your Investing Radar?

As Higher for Longer Hits, Go for Quality Dividends

With the Fed reiterating the higher for longer case this week, investors may be reassessing their plans. The Fed seems set to hold the Federal Funds rate steady at around 5.3% at their two-day policy meeting this week.

As Higher for Longer Hits, Go for Quality Dividends

OUSA: High Quality Dividend ETF That Costs Too Much

OUSA is a high-quality portfolio of dividend-paying stocks that are screened for quality and volatility. Its expense ratio is 0.48%, and the ETF has $715 million in assets under management. The assets managed are relatively low, and I expect the high expense ratio is the reason. It directly reduces shareholders' dividend yield, estimated at 1.71%, and detracts from total returns. High fees are sometimes justified for unique strategies difficult to implement, but there are several low-fee alternatives readers should first consider. VIG and DGRO are two choices.

OUSA: High Quality Dividend ETF That Costs Too Much

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