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ALPS International Sector Dividend Dogs ETF

45 hedge funds and large institutions have $180M invested in ALPS International Sector Dividend Dogs ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

27% more capital invested

Capital invested by funds: $142M → $180M (+$38.4M)

10% more funds holding

Funds holding: 4145 (+4)

7.04% more ownership

Funds ownership: 65.66%72.7% (+7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
18
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41M +$20M +717,242 +110%
APP
2
Avantax Planning Partners
Iowa
$27.7M -$2.21M -78,945 -8%
Bank of America
3
Bank of America
North Carolina
$21M -$126K -4,518 -0.6%
DSCM
4
Del-Sette Capital Management
New York
$18.7M +$35.2K +1,260 +0.2%
AAS
5
Avantax Advisory Services
Texas
$14.4M +$1.16M +41,561 +9%
SWA
6
Stratos Wealth Advisors
Ohio
$8.17M +$4.1M +146,581 +116%
UBS Group
7
UBS Group
Switzerland
$7.19M -$161K -5,773 -2%
Wells Fargo
8
Wells Fargo
California
$6.41M +$50K +1,789 +0.8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.73M +$60.4K +2,160 +1%
FWM
10
ForthRight Wealth Management
Georgia
$3.94M +$77K +2,754 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.47M +$329K +11,785 +11%
FHA
12
First Horizon Advisors
Tennessee
$3.35M +$220K +7,877 +8%
GCA
13
Genesee Capital Advisors
New York
$2.88M +$178K +6,358 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.12M -$115K -4,102 -5%
CFA
15
Cahill Financial Advisors
Minnesota
$1.88M -$102K -3,645 -5%
LPL Financial
16
LPL Financial
California
$1.66M +$606K +21,699 +64%
Citadel Advisors
17
Citadel Advisors
Florida
$1.66M +$1.55M +55,477 New
RJA
18
Raymond James & Associates
Florida
$1.61M -$281K -10,045 -16%
WA
19
Wambolt & Associates
Colorado
$1.17M -$763K -27,290 -41%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$903K -$31.6K -1,130 -4%
Mariner
21
Mariner
Kansas
$786K +$399K +14,283 +119%
IWC
22
Integrated Wealth Concepts
Massachusetts
$665K +$28.6K +1,025 +5%
Ameriprise
23
Ameriprise
Minnesota
$538K +$146K +5,229 +40%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$450K -$18.8K -674 -4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$438K -$38.7K -1,386 -9%

IDOG Hedge Fund Activity: Q4 2023 in Review

45 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ALPS International Sector Dividend Dogs ETF (IDOG) for Q4 2023, worth a combined $180M — up 27% from $142M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IDOG positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20M. The largest seller was Avantax Planning Partners, cutting an estimated $2.21M.

  • 45 institutional investors held ALPS International Sector Dividend Dogs ETF (IDOG) as of Q4 2023, up from 41 in Q3 2023.
  • Funds reported $180M of ALPS International Sector Dividend Dogs ETF stock for Q4 2023, up 27% quarter-over-quarter.
  • 7 funds opened new ALPS International Sector Dividend Dogs ETF positions in Q4 2023 and 3 closed out, a net change of +4 holders.
  • The largest ALPS International Sector Dividend Dogs ETF buyer in Q4 2023 was Morgan Stanley, an estimated $20M added.
  • The largest ALPS International Sector Dividend Dogs ETF seller in Q4 2023 was Avantax Planning Partners, an estimated $2.21M sold.

Based on aggregated 13F filings for Q4 2023.