ALPS Sector Dividend Dogs ETF
SDOG
148 hedge funds and large institutions have $851M invested in ALPS Sector Dividend Dogs ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 14 closing their positions.
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
35% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 40
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6% more capital invested
Capital invested by funds: $807M → $851M (+$44.8M)
4% more funds holding
Funds holding: 142 → 148 (+6)
0.57% more ownership
Funds ownership: 37.02% → 37.59% (+0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$7.96M |
| 2 |
Jane Street
New York
|
+$4.49M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$2.81M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.51M |
| 5 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.63M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$6.03M |
| 3 |
Morgan Stanley
New York
|
-$3.64M |
| 4 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$1.43M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$1.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
151
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$27K | -600 | Closed |
|
152
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$22K | -496 | Closed |
|
153
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$20K | -445 | Closed |
|
|
KC
154
KHP Capital
Tulsa,
Oklahoma
| – | -$16K | -350 | Closed |
|
|
WEC
155
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$8K | -164 | Closed |
|
|
JFA
156
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$7K | -152 | Closed |
|
157
SEI Investments
Oaks,
Pennsylvania
| – | -$7K | -148 | Closed |
|
|
RFC
158
Regions Financial Corp
Birmingham,
Alabama
| – | -$6K | -130 | Closed |
|
|
RCAG
159
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$1.56K | -35 | Closed |
|
|
FANJ
160
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$1K | -15 | Closed |
|
161
Fidelity Investments
Boston,
Massachusetts
| – | +$320 | +7 | New |
|
SDOG Hedge Fund Activity: Q3 2018 in Review
148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q3 2018, worth a combined $851M — up 5.5% from $807M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SDOG positions and 14 closed out — a net gain of 7 holders — while 54 added to existing stakes and 40 trimmed.
The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $7.96M. The largest seller was Bank of America, cutting an estimated $7.63M.
- 148 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q3 2018, up from 142 in Q2 2018.
- Funds reported $851M of ALPS Sector Dividend Dogs ETF stock for Q3 2018, up 5.5% quarter-over-quarter.
- 21 funds opened new ALPS Sector Dividend Dogs ETF positions in Q3 2018 and 14 closed out, a net change of +7 holders.
- The largest ALPS Sector Dividend Dogs ETF buyer in Q3 2018 was Mariner Independent Advisor Network, an estimated $7.96M added.
- The largest ALPS Sector Dividend Dogs ETF seller in Q3 2018 was Bank of America, an estimated $7.63M sold.
Based on aggregated 13F filings for Q3 2018.