ALPS Sector Dividend Dogs ETF
SDOG
147 hedge funds and large institutions have $608M invested in ALPS Sector Dividend Dogs ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 16 closing their positions.
0.81% less ownership
Funds ownership: 36.2% → 35.39% (-0.81%)
3% less funds holding
Funds holding: 152 → 147 (-5)
9% less capital invested
Capital invested by funds: $665M → $608M (-$57.1M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
27% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 59
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.9M |
| 2 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$3.17M |
| 3 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$662K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$521K |
| 5 |
Goldman Sachs
New York
|
+$518K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$15.7M |
| 2 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$10M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.65M |
| 4 |
RCA
Reitz Capital Advisors
Freeland,
Michigan
|
-$8.62M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$6.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HB
151
Homrich & Berg
Atlanta,
Georgia
| – | -$208K | -4,783 | Closed |
|
|
IWA
152
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$101K | -2,325 | Closed |
|
153
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$93K | -2,143 | Closed |
|
|
MWM
154
Meridian Wealth Management
Lexington,
Kentucky
| – | -$887 | -2,039 | Closed |
|
|
SQA
155
Simon Quick Advisors
Morristown,
New Jersey
| – | -$65.8K | -1,514 | Closed |
|
|
WAP
156
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$22K | -500 | Closed |
|
157
First Manhattan
New York
| – | -$18K | -415 | Closed |
|
|
AWMS
158
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$7K | -150 | Closed |
|
|
EWM
159
Executive Wealth Management
Brighton,
Michigan
| – | -$1K | -24 | Closed |
|
|
GI
160
Gradient Investments
Arden Hills,
Minnesota
| – | -$1K | -20 | Closed |
|
|
PFGIA
161
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$1K | -19 | Closed |
|
SDOG Hedge Fund Activity: Q3 2019 in Review
147 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q3 2019, worth a combined $608M — down 8.6% from $665M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of SDOG and 11 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 43 added.
The largest buyer was Susquehanna International Group, adding an estimated $3.9M. The largest seller was Bank of America, cutting an estimated $15.7M.
- 147 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q3 2019, down from 152 in Q2 2019.
- Funds reported $608M of ALPS Sector Dividend Dogs ETF stock for Q3 2019, down 8.6% quarter-over-quarter.
- 11 funds opened new ALPS Sector Dividend Dogs ETF positions in Q3 2019 and 16 closed out, a net change of -5 holders.
- The largest ALPS Sector Dividend Dogs ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $3.9M added.
- The largest ALPS Sector Dividend Dogs ETF seller in Q3 2019 was Bank of America, an estimated $15.7M sold.
Based on aggregated 13F filings for Q3 2019.