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ALPS REIT Dividend Dogs ETF

21 hedge funds and large institutions have $7.35M invested in ALPS REIT Dividend Dogs ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

10% more capital invested

Capital invested by funds: $6.65M → $7.35M (+$693K)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

8.24% less ownership

Funds ownership: 36.95%28.71% (-8.2%)

18% less call options, than puts

Call options by funds: $19M | Put options by funds: $23.2M

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
7
Closed
2
Calls
$19M
Puts
$23.2M
Net Calls
-$4.23M
Net Calls Change
-$6.28M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$1.69M +$644K +16,786 +69%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.57M +$2.49K +65 +0.2%
Citadel Advisors
3
Citadel Advisors
Florida
$1.15M +$495K +12,914 +85%
LC
4
Landaas & Company
Wisconsin
$634K +$153 +4 +0%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$599K -$56.9K -1,482 -9%
Osaic Holdings
6
Osaic Holdings
Arizona
$303K -$6.45K -168 -2%
CWM
7
Cranbrook Wealth Management
Michigan
$256K +$3.64K +95 +0.9%
Bank of America
8
Bank of America
North Carolina
$230K -$41.8K -1,090 -16%
SPA
9
Sentinel Pension Advisors
Massachusetts
$200K +$188K +4,894 New
Wells Fargo
10
Wells Fargo
California
$167K -$114K -2,973 -42%
UBS Group
11
UBS Group
Switzerland
$152K +$2.92K +76 +2%
Morgan Stanley
12
Morgan Stanley
New York
$138K -$37.9K -987 -23%
Citigroup
13
Citigroup
New York
$104K
DekaBank Deutsche Girozentrale
14
DekaBank Deutsche Girozentrale
Germany
$55K -$2.57M -67,000 -94%
LWM
15
Liberty Wealth Management
California
$43K +$537 +14 +1%
IA
16
IFP Advisors
Florida
$31K
BAM
17
Bellevue Asset Management
Washington
$11K
GWM
18
Geneos Wealth Management
Colorado
$11K
APA
19
American Portfolios Advisors
New York
$4.09K -$3.34K -87 -47%
RJA
20
Raymond James & Associates
Florida
-$256K -7,428 Closed
AAS
21
Avantax Advisory Services
Texas
-$248K -7,174 Closed
CFA
22
Carroll Financial Associates
North Carolina
+$38 +1 +5%
Fidelity Investments
23
Fidelity Investments
Massachusetts
+$38 +1 New

RDOG Hedge Fund Activity: Q4 2020 in Review

21 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in ALPS REIT Dividend Dogs ETF (RDOG) for Q4 2020, worth a combined $7.35M — up 10% from $6.65M a quarter earlier.

Fund positioning in RDOG was balanced in Q4 2020: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was Credit Suisse, adding an estimated $644K. The largest seller was DekaBank Deutsche Girozentrale, cutting an estimated $2.57M.

  • 21 institutional investors held ALPS REIT Dividend Dogs ETF (RDOG) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $7.35M of ALPS REIT Dividend Dogs ETF stock for Q4 2020, up 10% quarter-over-quarter.
  • 2 funds opened new ALPS REIT Dividend Dogs ETF positions in Q4 2020 and 2 closed out, a net change of 0 holders.
  • The largest ALPS REIT Dividend Dogs ETF buyer in Q4 2020 was Credit Suisse, an estimated $644K added.
  • The largest ALPS REIT Dividend Dogs ETF seller in Q4 2020 was DekaBank Deutsche Girozentrale, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2020.