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Small-Cap Pullback May Make This ETF Appealing
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Who Are You Calling Passive? Many Index ETFs Dynamically Rebalanced in September
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OUSM ETF Rebalances: Highlighting Quality Factor Shifts
The index underpinning the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) recently completed its annual reconstitution on September 18. Small-cap equities continue to navigate persistent macroeconomic shifts and higher interest rates.
Alps O’Shares U.S. Small-Cap Quality Dividend ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 16,095 | $764,830 | $755,499.3 | -$9,330.7 | -1.22% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,972 | $174,084.28 | $186,445.68 | $12,361.4 | 7.1% |
| RW Riley Wancket HANTZ FINANCIAL SERVICES Inc. | 1,168 | $50,761.84 | $55,561.76 | $4,799.92 | 9.46% |
| HC Hubert Cheng Park Avenue Securities LLC | 6,843 | $295,686.03 | $325,521.51 | $29,835.48 | 10.09% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 902,661 | $35.87M | $43.09M | $7.22M | 20.14% |
Alps O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Alps O’Shares U.S. Small-Cap Quality Dividend ETF ever had a stock split?
Alps O’Shares U.S. Small-Cap Quality Dividend ETF Profile
| BATS Exchange | US Country |
Overview
The fund described operates as a financial entity that commits to investing a minimum of 80% of its total assets in the constituents of a specified index. This commitment is in effect under normal market circumstances. The index itself is meticulously designed to mirror the performance of publicly-listed, small-capitalization companies in the United States that are known for paying dividends. These companies must also meet specific criteria related to market capitalization, liquidity, quality, low volatility, and dividend yield. These criteria are set by O'Shares Investment Advisers, LLC, which is also the provider of the index. This strategic focus aims to offer investors a combination of income through dividends and potential for growth by investing in small-cap companies that exhibit stability and quality.
Products and Services
The fundamental product offered by the fund is an investment vehicle that targets small-capitalization, dividend-paying companies in the United States. The product and services provided by the fund can be broken down into several key features:
- Investment in Small-Cap Dividend Payers: The primary service provided involves the investment in small-cap companies that are consistent in paying dividends. This service caters to investors seeking income alongside their capital growth, focusing on companies that meet stringent criteria for stability and quality.
- Adherence to Specific Market Criteria: The fund ensures investment in companies that satisfy particular market capitalization, liquidity, quality, low volatility, and dividend yield thresholds. These criteria are essential for selecting companies that can offer a balance between reasonable returns and managed risk, intending to protect and grow investors' capital.
- Index-Based Investment Strategy: Following the investment strategy based on replicating the performance of the designated index, this approach allows for a diversified portfolio that aims to mirror the returns of a segment of the U.S. small-cap market. This method is advantageous for investors looking for exposure to the small-cap domain without having to select individual stocks.
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