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ALPS Sector Dividend Dogs ETF

142 hedge funds and large institutions have $379M invested in ALPS Sector Dividend Dogs ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

27% more call options, than puts

Call options by funds: $308K | Put options by funds: $243K

4% more funds holding

Funds holding: 136142 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6.1% less ownership

Funds ownership: 38.42%32.32% (-6.1%)

14% less capital invested

Capital invested by funds: $440M → $379M (-$61M)

31% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 51

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
35
Reduced
51
Closed
8
Calls
$308K
Puts
$243K
Net Calls
+$65K
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.75M +$67.1K +1,300 +4%
JWM
27
JPL Wealth Management
Colorado
$1.72M +$179K +3,462 +12%
KAS
28
Kestra Advisory Services
Texas
$1.66M +$85.7K +1,661 +6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.6M -$94.2K -1,826 -6%
SCM
30
Sage Capital Management
New Jersey
$1.56M +$14.2K +276 +1%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.49M -$63.9K -1,239 -4%
HWA
32
Heartwood Wealth Advisors
Virginia
$1.47M +$274K +5,313 +24%
AF
33
Allworth Financial
California
$1.32M -$5.57K -108 -0.4%
GA
34
Gateway Advisory
New Jersey
$1.29M +$35.1K +680 +3%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.25M +$25.1K +486 +2%
DADC
36
D.A. Davidson & Co
Montana
$1.25M -$12.9K -250 -1%
CA
37
Cetera Advisors
Colorado
$1.23M +$366K +7,098 +45%
AWS
38
Atria Wealth Solutions
New York
$1.16M -$33.8K -654 -3%
IRC
39
Investors Research Corp
Georgia
$1.14M -$30.4K -590 -3%
PA
40
PFG Advisors
Arizona
$1.06M -$84.5K -1,638 -8%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.02M -$115K -2,231 -11%
GDP
42
Great Diamond Partners
Maine
$1.01M -$40K -776 -4%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$945K +$211K +4,085 +30%
CWS
44
Cypress Wealth Services
California
$933K -$387K -7,504 -30%
CFA
45
Cahill Financial Advisors
Minnesota
$923K -$960K -18,596 -52%
PFS
46
Prospera Financial Services
Texas
$918K +$265K +5,127 +43%
MAS
47
Madden Advisory Services
Florida
$889K +$103 +2 +0%
Truist Financial
48
Truist Financial
North Carolina
$880K -$95.5K -1,850 -10%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$875K +$29.4K +570 +4%
Creative Planning
50
Creative Planning
Kansas
$853K +$42.2K +818 +5%

SDOG Hedge Fund Activity: Q1 2024 in Review

142 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q1 2024, worth a combined $379M — down 14% from $440M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SDOG positions and 8 closed out — a net gain of 9 holders — while 35 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.52M. The largest seller was Morgan Stanley, cutting an estimated $61.9M.

  • 142 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q1 2024, up from 136 in Q4 2023.
  • Funds reported $379M of ALPS Sector Dividend Dogs ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 17 funds opened new ALPS Sector Dividend Dogs ETF positions in Q1 2024 and 8 closed out, a net change of +9 holders.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q1 2024 was Goldman Sachs, an estimated $4.52M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q1 2024 was Morgan Stanley, an estimated $61.9M sold.

Based on aggregated 13F filings for Q1 2024.