ALPS Sector Dividend Dogs ETF
SDOG
152 hedge funds and large institutions have $665M invested in ALPS Sector Dividend Dogs ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 66 reducing their positions, and 16 closing their positions.
4% less capital invested
Capital invested by funds: $696M → $665M (-$30.9M)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
3% less funds holding
Funds holding: 156 → 152 (-4)
3.23% less ownership
Funds ownership: 39.43% → 36.2% (-3.2%)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
45% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.42M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$3.11M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.13M |
| 4 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$1.06M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$798K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$59.3M |
| 2 |
Morgan Stanley
New York
|
-$8.78M |
| 3 |
FI
Financial Insights
Tacoma,
Washington
|
-$5.34M |
| 4 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$5.07M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.49M |
SDOG Hedge Fund Activity: Q2 2019 in Review
152 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q2 2019, worth a combined $665M — down 4.4% from $696M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of SDOG and 15 opened new positions — a net loss of 1 holder — while 66 trimmed existing stakes and 36 added.
The largest buyer was LPL Financial, adding an estimated $6.42M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $59.3M.
- 152 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q2 2019, down from 156 in Q1 2019.
- Funds reported $665M of ALPS Sector Dividend Dogs ETF stock for Q2 2019, down 4.4% quarter-over-quarter.
- 15 funds opened new ALPS Sector Dividend Dogs ETF positions in Q2 2019 and 16 closed out, a net change of -1 holder.
- The largest ALPS Sector Dividend Dogs ETF buyer in Q2 2019 was LPL Financial, an estimated $6.42M added.
- The largest ALPS Sector Dividend Dogs ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $59.3M sold.
Based on aggregated 13F filings for Q2 2019.