ETFdb Logo
ETFdb Logo
  • ETF Database
  • Channels
    • Active ETF
    • Alternatives
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Disruptive Technology
    • Dividend
    • Dual Impact
    • Emerging Markets
    • Energy Infrastructure
    • ESG
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Fixed Income
    • Free Cash Flow
    • Future ETFs
    • Global Diversification
    • Gold & Silver Investing
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Market Insights
    • Megatrends
    • Modern Alpha
    • Multi-Asset
    • Night Effect
    • Portfolio Strategies
    • Retirement Income
    • Richard Bernstein Advisors
    • Tax Efficient Income
    • Thematic Investing
    • Volatility Resource
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
    • ETF Data for Journalists
    • ETF Nerds
  • Research
    • First Bitcoin ETF
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Multimedia
    • ETF 360 Video Series
    • ETF Trends on Videos
    • ETF Trends on Podcasts
    • ETF Prime Podcast
  • Company
    • About Us
    • Swag Store
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. ETF Building Blocks Channel
  2. EQL and OUSM Lead Across ALPS’ ETFs in November Flows
ETF Building Blocks Channel
Share

EQL and OUSM Lead Across ALPS’ ETFs in November Flows

Elle CarusoDec 05, 2022
2022-12-05

Markets continued to recover in November, with global equities and government bonds rallying during the month on softer U.S. inflation data and expectations the Chinese government would relax its zero-COVID policy. While risk appetite improved in November, investors were still looking to quality, more balanced strategies for their U.S. equity exposure. In SS&C ALPS Advisors’ lineup of ETFs, the ALPS Equal Sector Weight ETF (EQL B) and the ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM A) led in November flows.

EQL saw $24 million in inflows in November, more than any other ETF offered by SS&C ALPS Advisors, ending last month with $334 million in assets under management. The fund has accreted $135 million in year-to-date inflows.

Year-to-date through the end of November, EQL has returned -6.3%, compared to the S&P 500 Index’s decline of -13.10%.

EQL delivers exposure to the U.S. large-cap equity market by investing equal proportions in 11 Select Sector SPDRs and rebalances quarterly. EQL delivers moderate, yet meaningful exposure to every sector of the market. 

The equal-weighting strategy results in a drastically different composition relative to market cap-weighted products such as the SPDR S&P 500 ETF (SPY A). EQL is designed to offer more balanced exposure and has the added benefit of avoiding the potentially adverse impact of rallies or crashes in specific sectors of the economy. 

EQL charges 27 basis points. 

OUSM took in $10 million in November flows, ending the month with $178 million in assets under management. The fund has seen $25 million in year-to-date inflows and has returned -3.6% through the end of November.

OUSM is designed to provide cost-efficient access to a portfolio of small-cap, high-quality, low-volatility, dividend-paying companies in the U.S. The fund’s holdings are selected based on fundamental metrics including quality, low volatility, and dividend growth.

The fund aims to provide strong performance with less risk than a market cap-weighted approach. The quality dividend growth strategies are designed to reduce risk and exposure to stress events by avoiding lower-quality stocks.

OUSM charges 48 basis points.

For more news, information, and strategy, visit the ETF Building Blocks Channel.

Loading Articles...
Help & Info
  • Contact Us
Tools
  • ETF Screener
  • ETF Analyzer
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Performance Visualizer
  • ETF Database Model Portfolios
  • ETF Database Realtime Ratings
  • ETF Database Pro
More Tools
  • ETF Launch Center
  • Financial Advisor & RIA Center
  • ETF Database RSS Feed
Explore ETFs
  • ETF News
  • ETF Picks of the Month
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Best ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Legal
  • Terms of Use and Privacy Policy
  • © 2023 VettaFi LLC. All rights reserved.
Follow ETF Database
Follow ETF Database

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X