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ALPS REIT Dividend Dogs ETF

25 hedge funds and large institutions have $25.5M invested in ALPS REIT Dividend Dogs ETF in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

40% more call options, than puts

Call options by funds: $810K | Put options by funds: $578K

17% more capital invested

Capital invested by funds: $21.8M → $25.5M (+$3.66M)

2.17% more ownership

Funds ownership: 22.78%24.95% (+2.2%)

19% less funds holding

Funds holding: 3125 (-6)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
25
Holders Change
-6
Holders Change %
-19.35%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
6
Closed
7
Calls
$810K
Puts
$578K
Net Calls
+$232K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
26
Virtu KCG Holdings
New York
-$1.35M -31,052 Closed
GT
27
Glenmede Trust
Pennsylvania
-$152K -3,500 Closed
NPC
28
National Planning Corporation
California
-$39.9K -894 Closed
WA
29
WFG Advisors
Texas
-$14K -332 Closed
PAI
30
Pittenger & Anderson Inc
Nebraska
-$4K -88 Closed
TRCT
31
Tower Research Capital (TRC)
New York
-$1K -34 Closed

RDOG Hedge Fund Activity: Q1 2015 in Review

25 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in ALPS REIT Dividend Dogs ETF (RDOG) for Q1 2015, worth a combined $25.5M — up 17% from $21.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of RDOG and 2 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 11 added.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $7.82M. The largest seller was Royal Bank of Canada, cutting an estimated $1.93M.

  • 25 institutional investors held ALPS REIT Dividend Dogs ETF (RDOG) as of Q1 2015, down from 31 in Q4 2014.
  • Funds reported $25.5M of ALPS REIT Dividend Dogs ETF stock for Q1 2015, up 17% quarter-over-quarter.
  • 2 funds opened new ALPS REIT Dividend Dogs ETF positions in Q1 2015 and 7 closed out, a net change of -5 holders.
  • The largest ALPS REIT Dividend Dogs ETF buyer in Q1 2015 was Affinity Wealth Management, an estimated $7.82M added.
  • The largest ALPS REIT Dividend Dogs ETF seller in Q1 2015 was Royal Bank of Canada, an estimated $1.93M sold.

Based on aggregated 13F filings for Q1 2015.