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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
B
126
Birchbrook
Maine
$24K
AW
127
Avion Wealth
Texas
$19K
AssetMark Inc
128
AssetMark Inc
California
$13.5K
PFA
129
Pathway Financial Advisers
Indiana
$12.5K
SC
130
Stephens Consulting
Michigan
$10.3K
SWA
131
SOA Wealth Advisors
New York
$8.36K
GIA
132
GHP Investment Advisors
Colorado
$7.82K +$7.48K +145 New
BCMLT
133
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.17K
CFD
134
Creative Financial Designs
Indiana
$5.45K
BCWM
135
Bartlett & Co Wealth Management
Ohio
$5.39K
GWANC
136
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.39K
IPW
137
Impact Partnership Wealth
Georgia
$5.39K
US Bancorp
138
US Bancorp
Minnesota
$5.39K +$5.16K +100 New
GRP
139
Global Retirement Partners
California
$1.83K -$22.3K -432 -93%
RCM
140
Raleigh Capital Management
North Carolina
$1.08K
DFA
141
DHJJ Financial Advisors
Illinois
$573
LFG
142
Larson Financial Group
Missouri
$207 -$11.4K -220 -98%
MWM
143
Meridian Wealth Management
Kentucky
-$2.11M -41,116 Closed
GCP
144
GSA Capital Partners
United Kingdom
-$281K -5,480 Closed
TVAMP
145
Tennessee Valley Asset Management Partners
Tennessee
-$152K -2,975 Closed
OSAM
146
O'Shaughnessy Asset Management
Connecticut
-$109K -2,130 Closed
CIAS
147
Capital Investment Advisory Services
North Carolina
-$48.5K -947 Closed
BFEC
148
Benjamin F. Edwards & Company
Missouri
-$33K -650 Closed
JFA
149
JNBA Financial Advisors
Minnesota
-$11.5K -225 Closed
FCAS
150
First Command Advisory Services
Texas
-$871 -17 Closed

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.