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ALPS Sector Dividend Dogs ETF
SDOG

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: 136 → 142 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$4.52M
2
LPL Financial
LPL Financial
California
+$3.61M
3
CICC
Capital Investment Counsel (Colorado)
Colorado
+$1.72M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.48M
5
SFC
Strategic Financial Concepts
Texas
+$431K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$61.9M
2
Bank of America
Bank of America
North Carolina
-$11.3M
3
Wells Fargo
Wells Fargo
California
-$3.72M
4
DSCM
Del-Sette Capital Management
New York
-$3.27M
5
MWM
Meridian Wealth Management
Kentucky
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
76
Tyche Wealth Partners
Texas
$332K – – –
CAN
77
Cetera Advisor Networks
California
$330K -$87.3K -1,691 -22%
AA
78
Ancora Advisors
Ohio
$327K – – –
BPA
79
Beacon Pointe Advisors
California
$317K -$76.8K -1,489 -20%
AGC
80
Aspen Grove Capital
Colorado
$310K – – –
WS
81
Wedbush Securities
California
$309K +$295K +5,723 New
HCM
82
Hengehold Capital Management
Ohio
$297K +$81.1K +1,571 +40%
Lido Advisors
83
Lido Advisors
California
$286K +$25K +484 +10%
Comerica Bank
84
Comerica Bank
Texas
$278K -$2.79K -54 -1%
CFS
85
Commonwealth Financial Services
West Virginia
$265K – – –
CF
86
Convergence Financial
Missouri
$264K – – –
KPWS
87
Kestra Private Wealth Services
Texas
$262K +$250K +4,852 New
CVA
88
Central Valley Advisors
California
$259K – – –
RFN
89
Redwood Financial Network
Ohio
$258K -$36.5K -708 -13%
DIA
90
Dana Investment Advisors
Wisconsin
$255K – – –
WDL
91
Well Done LLC
Michigan
$253K +$206 +4 +0.1%
MA
92
MKT Advisors
California
$232K – – –
HI
93
Hudock Inc
Pennsylvania
$231K – – –
TIAA Trust, National Association
94
TIAA Trust, National Association
North Carolina
$230K – – –
SB
95
Simmons Bank
Arkansas
$226K – – –
WA
96
Waverly Advisors
Alabama
$225K +$215K +4,167 New
PTC
97
Private Trust Company
Ohio
$225K – – –
FHC
98
First Heartland Consultants
Missouri
$222K +$212K +4,110 New
NA
99
NewEdge Advisors
Louisiana
$214K +$205K +3,967 New
ASN
100
Advisory Services Network
Georgia
$212K – – –
2 3
4
5 6

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.