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ALPS Sector Dividend Dogs ETF

155 hedge funds and large institutions have $364M invested in ALPS Sector Dividend Dogs ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

7% more funds holding

Funds holding: 145155 (+10)

0.15% more ownership

Funds ownership: 30.62%30.77% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $380M → $364M (-$15.7M)

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

Holders
155
Holders Change
+10
Holders Change %
+6.9%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
39
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$661K -$36.8K -625 -5%
PI
52
PFG Investments
New York
$645K +$2.71K +46 +0.4%
RW
53
Rockport Wealth
Ohio
$605K
CWMGO
54
Capstone Wealth Management Group (Oregon)
Oregon
$595K +$621K +10,535 New
BWM
55
BKM Wealth Management
Wisconsin
$585K -$49.7K -843 -8%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$567K +$9.43K +160 +2%
SFWA
57
Summit Financial Wealth Advisors
Louisiana
$552K +$27.1K +460 +5%
JP Morgan Chase
58
JP Morgan Chase
New York
$549K +$106K +1,800 +23%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$523K +$37.7K +640 +7%
CT
60
Colonial Trust
South Carolina
$515K
PAG
61
Private Advisor Group
New Jersey
$512K -$210K -3,562 -28%
HI
62
Harbour Investments
Wisconsin
$494K -$12.4K -211 -2%
WCP
63
Wealthcare Capital Partners
Pennsylvania
$467K +$488K +8,272 New
Creative Planning
64
Creative Planning
Kansas
$465K -$434K -7,359 -47%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$449K +$11K +187 +2%
SFC
66
Strategic Financial Concepts
Texas
$446K +$6.42K +109 +1%
TWM
67
Tradition Wealth Management
Minnesota
$439K -$4.48K -76 -1%
PAM
68
Parvin Asset Management
South Dakota
$425K +$443K +7,521 New
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$408K -$135K -2,289 -24%
NFG
70
Nations Financial Group
Iowa
$404K -$13.8K -235 -3%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$397K +$57.1K +969 +16%
CPA
72
Cathy Pareto & Associates
Florida
$392K +$408K +6,928 New
KPWS
73
Kestra Private Wealth Services
Texas
$390K +$116K +1,975 +40%
JWCA
74
J.W. Cole Advisors
Florida
$382K +$8.61K +146 +2%
PB
75
Pinnacle Bancorp
Nebraska
$379K

SDOG Hedge Fund Activity: Q4 2024 in Review

155 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q4 2024, worth a combined $364M — down 4.1% from $380M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SDOG positions and 9 closed out — a net gain of 14 holders — while 39 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $2.36M. The largest seller was Wells Fargo, cutting an estimated $1.99M.

  • 155 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q4 2024, up from 145 in Q3 2024.
  • Funds reported $364M of ALPS Sector Dividend Dogs ETF stock for Q4 2024, down 4.1% quarter-over-quarter.
  • 23 funds opened new ALPS Sector Dividend Dogs ETF positions in Q4 2024 and 9 closed out, a net change of +14 holders.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q4 2024 was Bank of America, an estimated $2.36M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q4 2024 was Wells Fargo, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2024.