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ALPS Sector Dividend Dogs ETF

148 hedge funds and large institutions have $864M invested in ALPS Sector Dividend Dogs ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

15% more funds holding

Funds holding: 129148 (+19)

0.69% more ownership

Funds ownership: 37.53%38.22% (+0.69%)

1% less capital invested

Capital invested by funds: $875M → $864M (-$11.3M)

10% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 52

Holders
148
Holders Change
+19
Holders Change %
+14.73%
% of All Funds
3.39%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
26
Increased
47
Reduced
52
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$33K -$24.1K -524 -41%
CTB
127
Country Trust Bank
Illinois
$26K
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$21K +$230 +5 +1%
PCG
129
Private Capital Group
Connecticut
$16K +$16.7K +363 +36,300%
WF
130
WealthTrust Fairport
Ohio
$14K +$15.1K +329 New
SAM
131
Shamrock Asset Management
Texas
$13K
RCA
132
Rowland Carmichael Advisors
Arizona
$13K +$13.7K +298 New
CFD
133
Creative Financial Designs
Indiana
$12K +$12.8K +278 New
CB
134
Community Bank
New York
$11K
NWM
135
Northwest Wealth Management
Iowa
$9K +$9.9K +215 New
CAC
136
Certified Advisory Corp
Florida
$8K
WEC
137
Winslow Evans & Crocker
Massachusetts
$7.16K
LYV
138
Live Your Vision
Pennsylvania
$7K +$92 +2 +1%
SEI Investments
139
SEI Investments
Pennsylvania
$6K
CFA
140
Carroll Financial Associates
North Carolina
$6K +$92 +2 +1%
TWA
141
TCI Wealth Advisors
Arizona
$2K +$460 +10 +40%
BlackRock
142
BlackRock
New York
$2K +$2.07K +45 New
FANJ
143
Financial Architects (New Jersey)
New Jersey
$1K -$11.5K -250 -94%
JP Morgan Chase
144
JP Morgan Chase
New York
$1K -$10.8K -235 -93%
TC
145
Trilogy Capital
California
$1K +$1.47K +32 New
WCM
146
Whitener Capital Management
North Carolina
$1K +$1.52K +33 New
Baird Financial Group
147
Baird Financial Group
Wisconsin
-$1.08M -23,544 Closed
WP
148
WealthSource Partners
California
-$223K -4,865 Closed
KM
149
Kalos Management
Georgia
-$214K -4,768 Closed
DIA
150
Dana Investment Advisors
Wisconsin
-$206K -4,494 Closed

SDOG Hedge Fund Activity: Q1 2018 in Review

148 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q1 2018, worth a combined $864M — down 1.3% from $875M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SDOG positions and 6 closed out — a net gain of 20 holders — while 47 added to existing stakes and 52 trimmed.

The largest buyer was Mariner Independent Advisor Network, adding an estimated $12.8M. The largest seller was Bank of America, cutting an estimated $7.01M.

  • 148 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q1 2018, up from 129 in Q4 2017.
  • Funds reported $864M of ALPS Sector Dividend Dogs ETF stock for Q1 2018, down 1.3% quarter-over-quarter.
  • 26 funds opened new ALPS Sector Dividend Dogs ETF positions in Q1 2018 and 6 closed out, a net change of +20 holders.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q1 2018 was Mariner Independent Advisor Network, an estimated $12.8M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q1 2018 was Bank of America, an estimated $7.01M sold.

Based on aggregated 13F filings for Q1 2018.