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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
CAN
51
Cetera Advisor Networks
California
$558K +$9.67K +194 +2%
TAM
52
Tocqueville Asset Management
New York
$525K +$9.97K +200 +2%
Mariner
53
Mariner
Kansas
$503K -$1.04M -20,947 -68%
Creative Planning
54
Creative Planning
Kansas
$480K -$77K -1,546 -14%
PFS
55
Prospera Financial Services
Texas
$478K -$67K -1,344 -12%
FPB
56
First PREMIER Bank
South Dakota
$461K
Baird Financial Group
57
Baird Financial Group
Wisconsin
$460K -$372K -7,461 -45%
JP Morgan Chase
58
JP Morgan Chase
New York
$460K +$5.18K +104 +1%
IAA
59
Ironsides Asset Advisors
North Carolina
$440K
PAG
60
Private Advisor Group
New Jersey
$426K -$871K -17,479 -67%
SB
61
Simmons Bank
Arkansas
$421K
SCA
62
Snowden Capital Advisors
New York
$408K -$82.5K -1,655 -17%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$393K +$392K +7,858 New
TWM
64
Tradition Wealth Management
Minnesota
$387K +$2.34K +47 +0.6%
RG
65
Retirement Group
California
$386K
SFC
66
Strategic Financial Concepts
Texas
$381K -$3.44K -69 -0.9%
BPA
67
Beacon Pointe Advisors
California
$380K -$2.84K -57 -0.7%
LFAS
68
Level Four Advisory Services
Texas
$373K -$41.6K -834 -10%
SM
69
Sweeney & Michel
California
$370K +$3.59K +72 +1%
GWM
70
Geneos Wealth Management
Colorado
$365K -$6.88K -138 -2%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$363K +$299 +6 +0.1%
NFG
72
Nations Financial Group
Iowa
$351K -$85.2K -1,709 -20%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$350K +$61.4K +1,232 +21%
GCP
74
Gill Capital Partners
Colorado
$349K
PB
75
Pinnacle Bancorp
Nebraska
$335K

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.