We are live on ! Find out more
SDOG icon

ALPS Sector Dividend Dogs ETF

139 hedge funds and large institutions have $410M invested in ALPS Sector Dividend Dogs ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.7% less ownership

Funds ownership: 36.24%34.54% (-1.7%)

5% less funds holding

Funds holding: 147139 (-8)

7% less capital invested

Capital invested by funds: $440M → $410M (-$30.1M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
139
Holders Change
-8
Holders Change %
-5.44%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
35
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Cypress Wealth Services
California
$1.47M +$40.7K +816 +3%
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.43M -$10.5K -210 -0.7%
DWMG
28
DB Wealth Management Group
California
$1.43M -$203K -4,068 -12%
AF
29
Allworth Financial
California
$1.39M -$98.5K -1,976 -7%
HWA
30
Heartwood Wealth Advisors
Virginia
$1.32M +$99K +1,986 +8%
AWM
31
Apollon Wealth Management
South Carolina
$1.29M -$205K -4,118 -14%
Goldman Sachs
32
Goldman Sachs
New York
$1.27M -$166K -3,329 -12%
IRC
33
Investors Research Corp
Georgia
$1.27M -$138K -2,772 -10%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.25M +$722K +14,489 +137%
DADC
35
D.A. Davidson & Co
Montana
$1.19M -$3.44K -69 -0.3%
GA
36
Gateway Advisory
New Jersey
$1.16M -$4.63K -93 -0.4%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.15M +$64.5K +1,294 +6%
AWS
38
Atria Wealth Solutions
New York
$1.07M -$20.3K -407 -2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.02M +$81.6K +1,637 +9%
Truist Financial
40
Truist Financial
North Carolina
$938K -$17.7K -356 -2%
GDP
41
Great Diamond Partners
Maine
$924K -$13.6K -273 -1%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$884K +$45.3K +909 +5%
VWA
43
Visionary Wealth Advisors
Illinois
$867K -$892K -17,898 -51%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$846K -$219K -4,391 -21%
MAS
45
Madden Advisory Services
Florida
$778K +$149 +3 +0%
Jane Street
46
Jane Street
New York
$769K +$766K +15,381 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$653K +$52.7K +1,057 +9%
FTUS
48
Flow Traders U.S.
New York
$629K +$627K +12,587 New
Citadel Advisors
49
Citadel Advisors
Florida
$616K -$336K -6,744 -35%
CA
50
Cetera Advisors
Colorado
$567K -$283K -5,676 -33%

SDOG Hedge Fund Activity: Q2 2023 in Review

139 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q2 2023, worth a combined $410M — down 6.9% from $440M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SDOG and 13 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was Bank of America, adding an estimated $3.4M. The largest seller was Morgan Stanley, cutting an estimated $22.4M.

  • 139 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q2 2023, down from 147 in Q1 2023.
  • Funds reported $410M of ALPS Sector Dividend Dogs ETF stock for Q2 2023, down 6.9% quarter-over-quarter.
  • 13 funds opened new ALPS Sector Dividend Dogs ETF positions in Q2 2023 and 20 closed out, a net change of -7 holders.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q2 2023 was Bank of America, an estimated $3.4M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q2 2023 was Morgan Stanley, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2023.