ALPS Sector Dividend Dogs ETF
SDOG
147 hedge funds and large institutions have $440M invested in ALPS Sector Dividend Dogs ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 14 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 36
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
0.27% more ownership
Funds ownership: 35.97% → 36.24% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $449M → $440M (-$9.18M)
2% less funds holding
Funds holding: 150 → 147 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$7.44M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$4.55M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.73M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.08M |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
-$11.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.35M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.42M |
| 4 |
TCM
Triumph Capital Management
Denver,
Colorado
|
-$644K |
| 5 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$637K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GLA
151
Good Life Advisors
Reading,
Pennsylvania
| – | -$203K | -3,939 | Closed |
|
|
SHFP
152
Second Half Financial Partners
Sebring,
Florida
| – | -$204K | -3,691 | Closed |
|
|
AAM
153
Advisors Asset Management
Monument,
Colorado
| – | -$137K | -2,671 | Closed |
|
|
RIA
154
Realta Investment Advisors
Wilmington,
Delaware
| – | -$65.3K | -1,270 | Closed |
|
|
TC
155
Truvestments Capital
Sarasota,
Florida
| – | -$43.7K | -849 | Closed |
|
|
NA
156
NewEdge Advisors
New Orleans,
Louisiana
| – | -$28.7K | -558 | Closed |
|
|
CAL
157
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$13K | -255 | Closed |
|
|
CYG
158
Clean Yield Group
Norwich,
Vermont
| – | -$6.69K | -130 | Closed |
|
|
SC
159
Sierra Capital
Miami,
Florida
| – | -$4K | -75 | Closed |
|
|
MSCM
160
McElhenny Sheffield Capital Management
Dallas,
Texas
| – | -$2.37K | -46 | Closed |
|
161
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -21 | Closed |
|
SDOG Hedge Fund Activity: Q1 2023 in Review
147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q1 2023, worth a combined $440M — down 2% from $449M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SDOG positions and 14 closed out — a net gain of 3 holders — while 45 added to existing stakes and 36 trimmed.
The largest buyer was Stratos Wealth Advisors, opening a new position worth an estimated $7.44M. The largest seller was Del-Sette Capital Management, cutting an estimated $11.6M.
- 147 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q1 2023, down from 150 in Q4 2022.
- Funds reported $440M of ALPS Sector Dividend Dogs ETF stock for Q1 2023, down 2% quarter-over-quarter.
- 17 funds opened new ALPS Sector Dividend Dogs ETF positions in Q1 2023 and 14 closed out, a net change of +3 holders.
- The largest ALPS Sector Dividend Dogs ETF buyer in Q1 2023 was Stratos Wealth Advisors, an estimated $7.44M added.
- The largest ALPS Sector Dividend Dogs ETF seller in Q1 2023 was Del-Sette Capital Management, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2023.