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ALPS Sector Dividend Dogs ETF

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: 144145 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
126
Jones Financial Companies
Missouri
$30.6K +$29.3K +521 New
TWC
127
TD Waterhouse Canada
Ontario, Canada
$29.7K
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$29.4K +$14.1K +250 +100%
HNB
129
Huntington National Bank
Ohio
$23.6K
B
130
Birchbrook
Maine
$20K -$5.97K -106 -24%
AW
131
Avion Wealth
Texas
$19K
AssetMark Inc
132
AssetMark Inc
California
$14.7K
PFA
133
Pathway Financial Advisers
Indiana
$13.7K
SC
134
Stephens Consulting
Michigan
$10.3K
SWA
135
SOA Wealth Advisors
New York
$9.14K
TSMHT
136
Thurston Springer Miller Herd & Titak
Indiana
$8.85K
GIA
137
GHP Investment Advisors
Colorado
$8.55K
BCMLT
138
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.84K
CFD
139
Creative Financial Designs
Indiana
$5.96K
GWANC
140
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.9K
EWA
141
EverSource Wealth Advisors
Alabama
$4.95K
SWM
142
Spire Wealth Management
Virginia
$2.95K
GRP
143
Global Retirement Partners
California
$2K
RCM
144
Raleigh Capital Management
North Carolina
$1.18K
DFA
145
DHJJ Financial Advisors
Illinois
$626
LFG
146
Larson Financial Group
Missouri
$231
GS
147
GTS Securities
New York
-$574K -10,860 Closed
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
-$326K -6,169 Closed
SHFP
149
Second Half Financial Partners
Florida
-$206K -3,897 Closed
RIA
150
Realta Investment Advisors
Delaware
-$49.4K -935 Closed

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.