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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
Mariner
51
Mariner
Kansas
$757K -$5.26K -102 -0.7%
PAG
52
Private Advisor Group
New Jersey
$678K -$7.33K -142 -1%
BWM
53
BKM Wealth Management
Wisconsin
$630K -$27.7K -537 -4%
TAM
54
Tocqueville Asset Management
New York
$603K +$41.5K +805 +8%
PI
55
PFG Investments
New York
$584K +$299K +5,803 +115%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$552K -$10.3K -200 -2%
RW
57
Rockport Wealth
Ohio
$552K +$531K +10,296 New
JP Morgan Chase
58
JP Morgan Chase
New York
$478K +$41.3K +800 +10%
SFC
59
Strategic Financial Concepts
Texas
$450K +$431K +8,350 New
HI
60
Harbour Investments
Wisconsin
$444K +$10.2K +198 +2%
HF
61
HRT Financial
New York
$441K +$422K +8,181 New
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$434K +$34K +658 +9%
BFWM
63
Bright Futures Wealth Management
New York
$433K +$425K +8,227 New
IAA
64
Ironsides Asset Advisors
North Carolina
$430K +$186K +3,611 +83%
TWM
65
Tradition Wealth Management
Minnesota
$409K -$17.1K -331 -4%
SM
66
Sweeney & Michel
California
$406K +$387K +7,490 New
SCA
67
Snowden Capital Advisors
New York
$401K -$10.3K -200 -3%
NFG
68
Nations Financial Group
Iowa
$398K +$155 +3 +0%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$393K +$361 +7 +0.1%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$390K +$68.2K +1,321 +22%
JWCA
71
J.W. Cole Advisors
Florida
$375K +$31.9K +619 +10%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$373K +$28.4K +550 +9%
PB
73
Pinnacle Bancorp
Nebraska
$361K
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$353K -$45.2K -875 -12%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$339K -$9.29K -180 -3%

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.