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ALPS Sector Dividend Dogs ETF

130 hedge funds and large institutions have $369M invested in ALPS Sector Dividend Dogs ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.73% less ownership

Funds ownership: 34.54%33.81% (-0.73%)

6% less funds holding

Funds holding: 139130 (-9)

10% less capital invested

Capital invested by funds: $410M → $369M (-$41M)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

Holders
130
Holders Change
-9
Holders Change %
-6.47%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
37
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
101
Thompson Investment Management
Wisconsin
$47K -$7.78K -156 -13%
S
102
SignatureFD
Georgia
$47K
BFP
103
Briaud Financial Planning
Texas
$47K +$49.9K +1,000 New
RIA
104
Realta Investment Advisors
Delaware
$46.7K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$45.9K -$3.74K -75 -7%
CIAS
106
Capital Investment Advisory Services
North Carolina
$44.5K +$47.2K +947 New
AFG
107
Albion Financial Group
Utah
$38.8K +$449 +9 +1%
FMII
108
Farmers & Merchants Investments Inc
Nebraska
$34.6K -$59.2K -1,187 -62%
CSWM
109
Cassady Schiller Wealth Management
Ohio
$33.7K
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$31.7K +$33.6K +673 New
SWM
111
Spire Wealth Management
Virginia
$26.1K
TWC
112
TD Waterhouse Canada
Ontario, Canada
$23.3K
GEA
113
Glen Eagle Advisors
New Jersey
$18.8K
AW
114
Avion Wealth
Texas
$15K
PFA
115
Pathway Financial Advisers
Indiana
$10.9K +$11.6K +232 New
JFA
116
JNBA Financial Advisors
Minnesota
$10.6K
LFG
117
Larson Financial Group
Missouri
$10.5K
SC
118
Stephens Consulting
Michigan
$8.94K
SWA
119
SOA Wealth Advisors
New York
$7.29K
BCMLT
120
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.65K
BC
121
Bartlett & Co
Ohio
$5K
SCA
122
Stonebridge Capital Advisors
Minnesota
$4.8K
BCWM
123
Bartlett & Co Wealth Management
Ohio
$4.7K
GWANC
124
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.7K
ACA
125
Aptus Capital Advisors
Alabama
$4.7K +$4.99K +100 New

SDOG Hedge Fund Activity: Q3 2023 in Review

130 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q3 2023, worth a combined $369M — down 10% from $410M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SDOG and 15 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 37 added.

The largest buyer was Osaic Holdings, adding an estimated $1.43M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $6.75M sold.

  • 130 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q3 2023, down from 139 in Q2 2023.
  • Funds reported $369M of ALPS Sector Dividend Dogs ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 15 funds opened new ALPS Sector Dividend Dogs ETF positions in Q3 2023 and 21 closed out, a net change of -6 holders.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q3 2023 was Osaic Holdings, an estimated $1.43M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q3 2023 was Stratos Wealth Advisors, an estimated $6.75M sold.

Based on aggregated 13F filings for Q3 2023.