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ALPS Sector Dividend Dogs ETF

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: 136142 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
101
Level Four Advisory Services
Texas
$211K
SHFP
102
Second Half Financial Partners
Florida
$208K +$199K +3,865 New
GCP
103
Gill Capital Partners
Colorado
$200K -$113K -2,184 -36%
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$155K
NS
105
NBC Securities
Alabama
$151K -$10.3K -200 -7%
TRCT
106
Tower Research Capital (TRC)
New York
$128K +$103K +1,988 +506%
GWM
107
Geneos Wealth Management
Colorado
$114K -$2.06K -40 -2%
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$112K +$107K +2,082 New
PA
109
Parallel Advisors
California
$108K -$64.5K -1,250 -38%
GAG
110
Goodman Advisory Group
Massachusetts
$108K
RG
111
Retirement Group
California
$104K -$145K -2,800 -59%
CA
112
CoreCap Advisors
Michigan
$95.7K +$91.6K +1,774 New
RIL
113
Rothschild Investment LLC
Illinois
$94.4K
KFI
114
Key Financial Inc
Pennsylvania
$59.2K
CT
115
Caldwell Trust
Florida
$56.6K
RFA
116
Register Financial Advisors
Georgia
$56.6K
S
117
SignatureFD
Georgia
$54K
TIM
118
Thompson Investment Management
Wisconsin
$54K
RIA
119
Realta Investment Advisors
Delaware
$50.4K +$48.3K +935 New
AFG
120
Albion Financial Group
Utah
$45.4K +$464 +9 +1%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$43.2K -$112K -2,170 -73%
CSWM
122
Cassady Schiller Wealth Management
Ohio
$38.6K
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$36.3K
SWM
124
Spire Wealth Management
Virginia
$32.6K -$9.55K -185 -23%
TWC
125
TD Waterhouse Canada
Ontario, Canada
$26.9K

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.