We are live on ! Find out more
SDOG icon

ALPS Sector Dividend Dogs ETF

115 hedge funds and large institutions have $850M invested in ALPS Sector Dividend Dogs ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 17

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

21% more capital invested

Capital invested by funds: $705M → $850M (+$145M)

14% more funds holding

Funds holding: 101115 (+14)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.79% less ownership

Funds ownership: 38.65%37.86% (-0.79%)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
2.86%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.25%
New
25
Increased
58
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$27K +$27.8K +645 New
CTB
102
Country Trust Bank
Illinois
$25K
HR
103
Howe & Rusling
New York
$23K +$216 +5 +0.9%
RCA
104
Rowland Carmichael Advisors
Arizona
$22K
Creative Planning
105
Creative Planning
Kansas
$22K +$9.31K +216 +72%
WEC
106
Winslow Evans & Crocker
Massachusetts
$12.6K +$3.45K +80 +37%
BlackRock
107
BlackRock
New York
$12K +$11.6K +268 New
CB
108
Community Bank
New York
$11K
FANJ
109
Financial Architects (New Jersey)
New Jersey
$11K
AIM
110
Advantage Investment Management
Iowa
$11K +$11.3K +262 New
WOC
111
West Oak Capital
California
$6.44K +$6.47K +150 New
DADC
112
D.A. Davidson & Co
Montana
$6K
WAS
113
Winch Advisory Services
Wisconsin
$6K
CFA
114
Carroll Financial Associates
North Carolina
$6K +$86 +2 +1%
Goldman Sachs
115
Goldman Sachs
New York
-$1.54M -36,569 Closed
MWM
116
Meridian Wealth Management
Kentucky
-$974K -23,159 Closed
ACP
117
Aveo Capital Partners
Colorado
-$865K -20,557 Closed
SWM
118
SVA Wealth Management
Wisconsin
-$328K -7,805 Closed
BMM
119
Buffington Mohr McNeal
Idaho
-$126K -3,000 Closed
SIM
120
Sonora Investment Management
Arizona
-$27.3K -650 Closed
RFM
121
Royal Fund Management
Florida
-$10K -261 Closed
SEI Investments
122
SEI Investments
Pennsylvania
-$8K -200 Closed

SDOG Hedge Fund Activity: Q1 2017 in Review

115 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q1 2017, worth a combined $850M — up 21% from $705M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SDOG positions and 10 closed out — a net gain of 15 holders — while 58 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $44.6M. The largest seller was Raymond James & Associates, cutting an estimated $5.92M.

  • 115 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q1 2017, up from 101 in Q4 2016.
  • Funds reported $850M of ALPS Sector Dividend Dogs ETF stock for Q1 2017, up 21% quarter-over-quarter.
  • 25 funds opened new ALPS Sector Dividend Dogs ETF positions in Q1 2017 and 10 closed out, a net change of +15 holders.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q1 2017 was Bank of America, an estimated $44.6M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q1 2017 was Raymond James & Associates, an estimated $5.92M sold.

Based on aggregated 13F filings for Q1 2017.