SS&C ALPS Advisors Announces Changes to the ALPS | O'Shares Europe Quality Dividend ETF
MWN-AI** Summary
SS&C ALPS Advisors has announced significant changes to the ALPS | O’Shares Europe Quality Dividend ETF, which will take effect on October 1, 2025. The ETF will now be called the ALPS | O’Shares International Developed Quality Dividend ETF, and it will adopt a new ticker symbol, OEFA. Additionally, the underlying index the Fund tracks will change to the O’Shares International Developed Quality Dividend Index, with the ticker OEFAX.
The updated investment strategy aims to enhance the Fund’s portfolio by expanding its investment universe beyond just Europe to encompass large- and mid-cap companies in developed markets outside the U.S. This new index will focus on selecting the top 50 companies based on factors like high quality, low volatility, dividend yield, and the overall quality of dividends. The Adviser believes that this broader approach will lead to an improved quality of portfolio holdings, allowing investors access to more diverse opportunities in the international market.
Investors are reminded to consider the risks associated with this investment, including market volatility and the potential loss of principal. The Fund utilizes a passive management approach, meaning it will not conduct active trading but rather adhere to the performance of the new underlying index.
SS&C ALPS Advisors is a recognized provider of investment products and manages over $29.69 billion in assets. The company’s comprehensive services cater to financial advisors and institutions, focusing on sustainable income and growth strategies.
For those interested in investing, detailed information, including the prospectus, can be requested via phone or through their website. It is essential for investors to understand the risks and expenses before making investment decisions.
MWN-AI** Analysis
On October 1, 2025, SS&C ALPS Advisors announced notable changes to the ALPS | O'Shares Europe Quality Dividend ETF, rebranding it as the ALPS | O'Shares International Developed Quality Dividend ETF (OEFA). This change reflects a strategic shift towards a broader investment universe beyond Europe, tracking the newly established O'Shares International Developed Quality Dividend Index (OEFAX).
This transition is significant as it aims to select the top 50 high-quality, low-volatility, dividend-yielding companies within the large- and mid-cap developed markets outside of the US. By expanding its focus from a European-centric portfolio to a more diversified international approach, the fund seeks to enhance the quality of its holdings. This can be particularly appealing in current market conditions, where global diversification is increasingly seen as a means to reduce systemic risk associated with localized economic downturns.
Investors should weigh the potential benefits of this broader exposure against the inherent risks associated with international markets. Factors such as currency fluctuations, political instability, and economic uncertainty can impact returns. Moreover, the emphasis on dividend-paying equities carries the risk of dividend cuts, particularly in volatile market environments.
The fund’s passive management strategy means it will mirror the performance of its index rather than actively selecting securities, which could be a double-edged sword. While this passive approach can reduce fees and management risk, it may limit responsiveness to market changes, potentially leaving investors exposed during downturns.
For investors looking to diversify their portfolios, the OEFA presents an opportunity to tap into international quality dividend stocks. However, it is crucial to consider personal risk tolerance, investment horizons, and market conditions. Always consult the fund's prospectus for comprehensive details on risks and investment strategies before proceeding.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
SS&C ALPS Advisors (the “Adviser”), a wholly-owned subsidiary of SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), announced changes with respect to the ALPS | O’Shares Europe Quality Dividend ETF (Cboe BZX: OEUR) effective today, October 1, 2025. The following highlights the main components of the strategic changes:
- New Fund Name: ALPS | O’Shares International Developed Quality Dividend ETF
- New Fund Ticker: OEFA
- New Underlying Index Name: O’Shares International Developed Quality Dividend Index
- New Underlying Index Ticker: OEFAX
Strategy Change Summary
The ALPS | O’Shares International Developed Quality Dividend ETF (Cboe BZX: OEFA, the “Fund”) seeks to track the performance, before fees and expenses, of the O’Shares International Developed Quality Dividend Index (“OEFAX” or the “Underlying Index”). OEFAX is designed to select the top 50 highest weight, sector-specific companies in the large- and mid-cap developed ex-US market based on high quality, low volatility, dividend yield and dividend quality factors. Relative to a European-only investment universe, the Adviser believes that the change to the Underlying Index will broaden the Fund’s investable universe and result in higher-quality portfolio holdings.
Important Disclosures
An investor should consider the investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus containing this and other information, call 1-866-759-5679 or visit www.alpsfunds.com . Read the prospectus carefully before investing.
Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemable.
All investments are subject to risks, including the loss of money and the possible loss of the entire principal amount invested. Additional information regarding the risks of this investment is available in the prospectus.
Diversification does not eliminate the risk of experiencing investment losses.
Concentration in a particular industry or sector will subject the Fund to loss due to adverse occurrences that may affect that industry or sector. A Fund’s emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and underperform the market. Also, a company may reduce or eliminate its dividend after the Fund’s purchase of such a company’s securities. Returns on investments in foreign securities could be more volatile than, or trail the returns on, investments in US securities. Exposures to foreign securities entail special risks, including political, diplomatic, economic, foreign market and trading risks. In addition, a Fund’s investments in securities denominated in other currencies could decline due to changes in local currency relative to the value of the US dollar, which may affect the Fund’s returns.
The Fund employs a “passive management” - or indexing - investment approach and seeks investment results that correspond (before fees and expenses) generally to the performance of its underlying index. Unlike many investment companies, the Fund is not “actively” managed. Therefore, it would not necessarily sell or buy a security unless that security is removed from or added to the underlying index, respectively.
ALPS Advisors, Inc., registered investment adviser with the SEC, is the investment adviser to the Fund. ALPS Advisors, Inc., ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc., affiliated entities, are unaffiliated with O’Shares Investments.
ALPS Portfolio Solutions Distributor, Inc. is the distributor for the Fund.
Not FDIC Insured • No Bank Guarantee • May Lose Value
About SS&C Technologies
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 22,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology. Additional information about SS&C (Nasdaq: SSNC) is available at www.ssctech.com .
About SS&C ALPS Advisors
SS&C ALPS Advisors, a wholly-owned subsidiary of SS&C Technologies, is a leading provider of investment products for advisors and institutions. With over $29.69 billion under management as of June 30, 2025, SS&C ALPS Advisors is an open architecture boutique investment manager offering portfolio building blocks, active insight and an unwavering drive to guide clients to investment outcomes across sustainable income, thematic and alternative growth strategies. For more information, visit www.alpsfunds.com .
OUS000430 10/1/2026
View source version on businesswire.com: https://www.businesswire.com/news/home/20251001872649/en/
For More Information
Christopher Murphy*
Director & Head of Advisor Marketing
SS&C ALPS Advisors
Tel: 720-277-7861
E-mail: christopher.murphy@sscinc.com
* Christopher Murphy is a Registered Representative of ALPS Distributors, Inc.
FAQ**
How does the change in the fund's ticker from OEUR to "OEFA" reflect the strategy shift towards international developed markets rather than a European-only investment focus?
What specific criteria will the "OEFA" ETF use to select the top 50 companies for the O'Shares International Developed Quality Dividend Index?
In light of the new fund name "OEFA," what additional risks should investors be aware of when investing in foreign securities compared to domestic investments?
How does SS&C ALPS Advisors plan to market the "OEFA" ETF to attract investors following this strategic change in focus and underlying index adjustments?
**MWN-AI FAQ is based on asking OpenAI questions about ALPS OShares Europe Quality Dividend ETF (NYSE: OEUR).
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