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ALPS Sector Dividend Dogs ETF
SDOG

145 hedge funds and large institutions have $380M invested in ALPS Sector Dividend Dogs ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $354M → $380M (+$25.8M)

1% more funds holding

Funds holding: 144 → 145 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.19% less ownership

Funds ownership: 33.81% → 30.62% (-3.2%)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $13M

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
45
Reduced
51
Closed
6
Calls
–
Puts
$13M
Net Calls
-$13M
Net Calls Change
-$13.3M

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.02M
2
RJA
Raymond James & Associates
Florida
+$826K
3
Morgan Stanley
Morgan Stanley
New York
+$748K
4
Wells Fargo
Wells Fargo
California
+$744K
5
CT
Colonial Trust
South Carolina
+$515K

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$26M
2
Bank of America
Bank of America
North Carolina
-$8.8M
3
LPL Financial
LPL Financial
California
-$3.99M
4
UBS Group
UBS Group
Switzerland
-$2.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$357K -$310K -5,504 -48%
BPA
77
Beacon Pointe Advisors
California
$347K +$281 +5 +0.1%
AGC
78
Aspen Grove Capital
Colorado
$339K – – –
TWM
79
TCFG Wealth Management
California
$338K +$323K +5,739 New
DAS
80
Diversify Advisory Services
Utah
$312K – – –
Comerica Bank
81
Comerica Bank
Texas
$307K -$3.21K -57 -1%
CFS
82
Commonwealth Financial Services
West Virginia
$304K – – –
TWP
83
Tyche Wealth Partners
Texas
$303K – – –
NA
84
NewEdge Advisors
Louisiana
$293K +$1.29K +23 +0.5%
Citadel Advisors
85
Citadel Advisors
Florida
$291K -$607K -10,776 -69%
KPWS
86
Kestra Private Wealth Services
Texas
$290K +$957 +17 +0.3%
HWP
87
Hibernia Wealth Partners
Louisiana
$290K -$1.13K -20 -0.4%
TIAA Trust, National Association
88
TIAA Trust, National Association
North Carolina
$290K +$36.1K +642 +15%
CF
89
Convergence Financial
Missouri
$288K – – –
CVA
90
Central Valley Advisors
California
$283K – – –
DIA
91
Dana Investment Advisors
Wisconsin
$278K -$450 -8 -0.2%
WDL
92
Well Done LLC
Michigan
$277K +$225 +4 +0.1%
ASN
93
Advisory Services Network
Georgia
$274K – – –
Goldman Sachs
94
Goldman Sachs
New York
$272K -$116K -2,065 -31%
FHC
95
First Heartland Consultants
Missouri
$268K +$24.2K +430 +10%
MA
96
MKT Advisors
California
$259K – – –
SCA
97
Snowden Capital Advisors
New York
$259K -$28.1K -500 -10%
HI
98
Hudock Inc
Pennsylvania
$253K – – –
Lido Advisors
99
Lido Advisors
California
$251K -$23K -409 -9%
PTC
100
Private Trust Company
Ohio
$246K – – –
2 3
4
5 6

SDOG Hedge Fund Activity: Q3 2024 in Review

145 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q3 2024, worth a combined $380M — up 7.3% from $354M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SDOG positions and 6 closed out — a net gain of 2 holders — while 45 added to existing stakes and 51 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $4.02M. The largest seller was Strategic Financial Concepts, cutting an estimated $26M.

  • 145 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q3 2024, up from 144 in Q2 2024.
  • Funds reported $380M of ALPS Sector Dividend Dogs ETF stock for Q3 2024, up 7.3% quarter-over-quarter.
  • 8 funds opened new ALPS Sector Dividend Dogs ETF positions in Q3 2024 and 6 closed out, a net change of +2 holders.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $4.02M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2024.