A smart beta exchange traded fund, the ALPS OShares U.S. Quality Dividend ETF (OUSA) debuted on 07/14/2015, and offers broad exposure to the Style Box - Large Cap Value category of the market.
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the ALPS OShares U.S. Quality Dividend ETF (OUSA), a passively managed exchange traded fund launched on July 14, 2015.
With S&P 500 companies on a five-year run of allocating more capital to share repurchases than to dividends and with low-yielding or non-payout technology stocks leading the large-cap space to the upside, it sure feels as though dividend investing is no longer fashionable.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,274 | $237,933.58 | $254,238.89 | $16,305.31 | 6.85% |
| AL Acas LLC Acas LLC | 4,709 | $190,008.15 | $280,256.13 | $90,247.98 | 47.5% |
Kyle P. Smith NewEdge Wealth LLC | 3,714 | $200,557.76 | $221,205.84 | $20,648.08 | 10.3% |
Christopher Davis Burns Matteson Capital Management LLC | 6,662 | $265,814.1 | $398,587.46 | $132,773.36 | 49.95% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 56,785 | $3.28M | $3.37M | $94,949.79 | 2.9% |
| BATS Exchange | US Country |
The company operates in the financial industry, focusing on providing investment opportunities that cater to individuals and institutions looking for exposure to the U.S. equity market, emphasizing dividends, quality, and low volatility. It derives its investment strategy from an index created and managed by O'Shares Investment Advisers, LLC. This index is tailored to track the performance of U.S. large-cap and mid-cap dividend-paying companies that satisfy specific criteria, including market capitalization, liquidity, quality standards, low volatility levels, and attractive dividend yields. The company commits to investing at least 80% of its total assets in the securities that comprise the underlying index, ensuring that its portfolio mirrors the desired market segments and performance characteristics outlined by the index provider.
Within its portfolio, the company offers an investment fund that adheres to a distinct approach, incorporating several criteria for selecting investments: