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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
GS
76
GTS Securities
New York
$332K +$331K +6,652 New
CG
77
Clarus Group
Texas
$310K +$309K +6,209 New
DIA
78
Dana Investment Advisors
Wisconsin
$307K
AA
79
Ancora Advisors
Ohio
$303K
TYCC
80
Texas Yale Capital Corp
Florida
$287K
HI
81
Harbour Investments
Wisconsin
$283K +$68.3K +1,370 +32%
RFN
82
Redwood Financial Network
Ohio
$278K
BAM
83
BTS Asset Management
Massachusetts
$277K +$19.5K +391 +8%
AWG
84
Altus Wealth Group
Colorado
$277K -$6.13K -123 -2%
PI
85
PFG Investments
New York
$268K +$1.69K +34 +0.6%
WP
86
WealthSource Partners
California
$261K +$2.84K +57 +1%
TCM
87
Triumph Capital Management
Colorado
$258K +$257K +5,155 New
AWM
88
AE Wealth Management
Kansas
$245K +$244K +4,895 New
CF
89
Convergence Financial
Missouri
$244K
EWM
90
Endurance Wealth Management
Rhode Island
$239K
WDL
91
Well Done LLC
Michigan
$234K +$249 +5 +0.1%
JWCA
92
J.W. Cole Advisors
Florida
$232K +$232K +4,648 New
SWP
93
Stratos Wealth Partners
Ohio
$232K -$1.74K -35 -0.7%
PSF
94
Pacific Sun Financial
California
$228K +$222K +4,460 New
MA
95
MKT Advisors
California
$228K
HI
96
Hudock Inc
Pennsylvania
$223K +$448 +9 +0.2%
SPC
97
Sigma Planning Corp
Michigan
$217K -$510K -10,226 -70%
TF
98
TIAA FSB
Florida
$213K
Lido Advisors
99
Lido Advisors
California
$212K
PTC
100
Private Trust Company
Ohio
$208K

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.