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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
WA
101
Waverly Advisors
Alabama
$243K +$13.5K +239 +6%
TW
102
Transform Wealth
Colorado
$235K +$224K +3,977 New
SB
103
Simmons Bank
Arkansas
$229K – – –
WS
104
Wedbush Securities
California
$222K -$80.8K -1,436 -28%
GCP
105
Gill Capital Partners
Colorado
$222K -$5.52K -98 -3%
TRCT
106
Tower Research Capital (TRC)
New York
$206K +$98.7K +1,753 +101%
LFAS
107
Level Four Advisory Services
Texas
$201K +$193K +3,430 New
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$182K -$70K -1,244 -29%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$174K +$121K +2,152 +269%
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$124K – – –
GWM
111
Geneos Wealth Management
Colorado
$123K – – –
NS
112
NBC Securities
Alabama
$118K -$45.3K -805 -29%
GAG
113
Goodman Advisory Group
Massachusetts
$118K – – –
RIL
114
Rothschild Investment LLC
Illinois
$103K – – –
KFI
115
Key Financial Inc
Pennsylvania
$64.7K – – –
CT
116
Caldwell Trust
Florida
$61.9K – – –
RFA
117
Register Financial Advisors
Georgia
$61.9K – – –
PA
118
Parallel Advisors
California
$59K -$56.3K -1,000 -50%
S
119
SignatureFD
Georgia
$59K – – –
TIM
120
Thompson Investment Management
Wisconsin
$59K – – –
CA
121
CoreCap Advisors
Michigan
$54.8K -$19.1K -340 -27%
AFG
122
Albion Financial Group
Utah
$50.6K +$450 +8 +0.9%
CSWM
123
Cassady Schiller Wealth Management
Ohio
$42.2K – – –
US Bancorp
124
US Bancorp
Minnesota
$41.3K +$39.4K +700 New
FCM
125
Fourpath Capital Management
Oklahoma
$35K +$33.4K +593 New
3 4
5
6 7

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.