ALPS O'Shares US Small-Cap Quality Dividend ETFOUSM
OUSM
0
Funds holding %
of 7,340 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
253% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 17
15% more funds holding
Funds holding: 102 [Q3] → 117 (+15) [Q4]
13% more capital invested
Capital invested by funds: $481M [Q3] → $545M (+$63.4M) [Q4]
1.37% less ownership
Funds ownership: 64.47% [Q3] → 63.09% (-1.37%) [Q4]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 3 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for OUSM.
Financial journalist opinion
Based on 3 articles about OUSM published over the past 30 days
Neutral
ETF Trends
1 week ago
Quality Small Cap ETF OUSM Explained in 3 Stocks
Entering 2025, many market watchers were looking for small caps to step up amid significant concentration risk. Just a handful of large-cap tech firms drove a significant portion of market performance, pointing to a potential opportunity in 2025.
Positive
Zacks Investment Research
1 week ago
Is ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) a Strong ETF Right Now?
The ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) was launched on 12/30/2016, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Blend category of the market.
Positive
ETF Trends
2 weeks ago
Small-Caps Could Be Ideal Tariff Refuge
Equities are enduring a turbulent spell at the hands of President Trump's tariff talk. Yes, the White House has backed off of trade levies against Canada, Colombia, and Mexico, for now at least.
Neutral
ETF Trends
1 month ago
Bull vs. Bear: Small-Caps, Foreign or Domestic?
Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.
Neutral
ETF Trends
1 month ago
Market Turbulence? Quality Dividend ETF OUSM's Approach Matters
Worried about the potential for a near-term market selloff? ETFs can act as helpful tools to toggle exposures and adjust as needed to market risk.
Positive
Zacks Investment Research
1 month ago
Should ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) is a passively managed exchange traded fund launched on 12/30/2016.
Positive
ETF Trends
2 months ago
Look to Quality ETF OUSM to Lead the Way into 2025
What kind of investment ideas are best positioned for a strong 2025? The stock market remains a hot place to invest, with the S&P 500 wrapping up a firey 2024.
Negative
Seeking Alpha
2 months ago
OUSM: Low-Volatility Small Cap ETF Beating The Benchmark
O'Shares U.S. Small Cap Quality Dividend ETF holds 110 small caps with dividends, quality, and low-volatility. It is well-diversified across holdings and sectors, with a focus on financials, industrials, and consumer discretionary. It has outperformed the Russell 2000 since June 2020 and shows significantly lower risk metrics.
Positive
Zacks Investment Research
2 months ago
Is ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) a Strong ETF Right Now?
Launched on 12/30/2016, the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Blend category of the market.
Positive
ETF Trends
2 months ago
This Small-Cap ETF Beat the Russell 2000 Over the Last 3 Years
The small-cap ETF space offers plenty of promise ahead of the new year, with rate cuts putting the wind at small-caps' back to end 2024. With smaller firms often leaning on borrowing to grow, cheaper debt servicing costs may be providing a meaningful boost to their outlook.
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