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ALPS Sector Dividend Dogs ETF

129 hedge funds and large institutions have $341M invested in ALPS Sector Dividend Dogs ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.3% more ownership

Funds ownership: 29.37%29.67% (+0.3%)

4% less capital invested

Capital invested by funds: $357M → $341M (-$15.7M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 131129 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $333K

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
41
Reduced
40
Closed
11
Calls
Puts
$333K
Net Calls
-$333K
Net Calls Change
-$333K
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
76
Good Life Advisors
Pennsylvania
$275K -$46.9K -898 -14%
WP
77
WealthSource Partners
California
$264K +$2.35K +45 +0.9%
GCP
78
Gill Capital Partners
Colorado
$246K
EWM
79
Endurance Wealth Management
Rhode Island
$244K
WDL
80
Well Done LLC
Michigan
$237K +$209 +4 +0.1%
OC
81
Oppenheimer & Co
New York
$228K +$233K +4,456 New
SWP
82
Stratos Wealth Partners
Ohio
$224K
KWMG
83
King Wealth Management Group
Florida
$223K -$6.27K -120 -3%
KAS
84
Kestra Advisory Services
Texas
$219K +$157 +3 +0.1%
PSF
85
Pacific Sun Financial
California
$215K +$220K +4,205 New
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$187K +$191K +3,657 New
EW
87
Evoke Wealth
California
$185K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$142K +$14.1K +269 +11%
JP Morgan Chase
89
JP Morgan Chase
New York
$101K +$103K +1,966 +12,288%
RCA
90
Ranch Capital Advisors
Florida
$91K +$889 +17 +1%
SIM
91
Sonora Investment Management
Arizona
$86K
LF
92
Lee Financial
Texas
$85K
HI
93
Harbour Investments
Wisconsin
$78K +$14.1K +269 +21%
TRCT
94
Tower Research Capital (TRC)
New York
$77K -$46.1K -882 -37%
CFGS
95
Concourse Financial Group Securities
Alabama
$77K
HFM
96
Hartford Financial Management
Connecticut
$70K
HWA
97
Heritage Wealth Advisors
Virginia
$63.8K
SWM
98
Selective Wealth Management
Virginia
$60K +$15.7K +300 +35%
KFI
99
Key Financial Inc
Pennsylvania
$56K
IWA
100
IBEX Wealth Advisors
New Jersey
$56K +$57.2K +1,095 New

SDOG Hedge Fund Activity: Q3 2021 in Review

129 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q3 2021, worth a combined $341M — down 4.4% from $357M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SDOG and 10 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 41 added.

The largest buyer was Morgan Stanley, adding an estimated $6.87M. The largest seller was United Capital Financial Advisors, cutting an estimated $12.1M.

  • 129 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q3 2021, down from 131 in Q2 2021.
  • Funds reported $341M of ALPS Sector Dividend Dogs ETF stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 10 funds opened new ALPS Sector Dividend Dogs ETF positions in Q3 2021 and 11 closed out, a net change of -1 holder.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q3 2021 was Morgan Stanley, an estimated $6.87M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q3 2021 was United Capital Financial Advisors, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2021.