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ALPS Sector Dividend Dogs ETF

133 hedge funds and large institutions have $378M invested in ALPS Sector Dividend Dogs ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $341M → $378M (+$37.3M)

3% more funds holding

Funds holding: 129133 (+4)

1.95% more ownership

Funds ownership: 29.67%31.62% (+1.9%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
41
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
76
Good Life Advisors
Pennsylvania
$275K -$13.4K -254 -5%
GCP
77
Gill Capital Partners
Colorado
$258K
EWM
78
Endurance Wealth Management
Rhode Island
$256K
Lido Advisors
79
Lido Advisors
California
$255K -$100K -1,902 -29%
SWP
80
Stratos Wealth Partners
Ohio
$251K +$15.8K +300 +7%
WDL
81
Well Done LLC
Michigan
$249K +$210 +4 +0.1%
TC
82
TownSquare Capital
Utah
$247K -$113K -2,150 -32%
OC
83
Oppenheimer & Co
New York
$240K +$947 +18 +0.4%
KWMG
84
King Wealth Management Group
Florida
$227K -$7.1K -135 -3%
PSF
85
Pacific Sun Financial
California
$225K -$263 -5 -0.1%
CAM
86
Cozad Asset Management
Illinois
$208K +$204K +3,875 New
EW
87
Evoke Wealth
California
$195K
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$178K -$17.7K -337 -9%
FAG
89
Fortitude Advisory Group
Washington
$135K +$132K +2,515 New
TRCT
90
Tower Research Capital (TRC)
New York
$128K +$47.5K +902 +60%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$127K -$22.2K -421 -15%
CA
92
CoreCap Advisors
Michigan
$119K +$117K +2,226 New
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$114K +$111K +2,118 New
JP Morgan Chase
94
JP Morgan Chase
New York
$106K
LF
95
Lee Financial
Texas
$89K
HFM
96
Hartford Financial Management
Connecticut
$74K
CFGS
97
Concourse Financial Group Securities
Alabama
$65K -$15.8K -300 -20%
KFI
98
Key Financial Inc
Pennsylvania
$59K
BC
99
Burleson & Co
California
$57K
CT
100
Caldwell Trust
Florida
$56.3K

SDOG Hedge Fund Activity: Q4 2021 in Review

133 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q4 2021, worth a combined $378M — up 11% from $341M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SDOG positions and 10 closed out — a net gain of 6 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was UBS Group, adding an estimated $1.29M. The largest seller was Citadel Advisors, cutting an estimated $2.68M.

  • 133 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q4 2021, up from 129 in Q3 2021.
  • Funds reported $378M of ALPS Sector Dividend Dogs ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 16 funds opened new ALPS Sector Dividend Dogs ETF positions in Q4 2021 and 10 closed out, a net change of +6 holders.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q4 2021 was UBS Group, an estimated $1.29M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q4 2021 was Citadel Advisors, an estimated $2.68M sold.

Based on aggregated 13F filings for Q4 2021.