We are live on ! Find out more
SDOG icon

ALPS Sector Dividend Dogs ETF

67 hedge funds and large institutions have $591M invested in ALPS Sector Dividend Dogs ETF in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 10

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

16% more funds holding

Funds holding: 5867 (+9)

6% more capital invested

Capital invested by funds: $557M → $591M (+$33.9M)

1.47% more ownership

Funds ownership: 37.7%39.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
67
Holders Change
+9
Holders Change %
+15.52%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
18
Increased
31
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$131M -$3.36M -88,859 -20%
Morgan Stanley
2
Morgan Stanley
New York
$90.9M -$387K -10,235 -0.4%
Bank of America
3
Bank of America
North Carolina
$86.2M +$23.9M +631,600 +37%
UBS Group
4
UBS Group
Switzerland
$51.7M +$2.08M +54,954 +4%
Wells Fargo
5
Wells Fargo
California
$39M +$3.39M +89,725 +9%
HCM
6
Hengehold Capital Management
Ohio
$23.9M -$1.4M -36,917 -5%
UCFA
7
United Capital Financial Advisors
Texas
$18.1M +$17.7M +469,318 New
BUB
8
BBVA USA Bancshares
Texas
$17.4M -$1.51M -39,961 -8%
SFWA
9
Summit Financial Wealth Advisors
Louisiana
$17.2M +$1.24M +32,895 +8%
RJA
10
Raymond James & Associates
Florida
$15.1M +$6.46M +171,064 +72%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$13.7M +$2.23M +58,919 +19%
ACM
12
Aviance Capital Management
Florida
$10.4M +$10.6M +280,418 New
LPL Financial
13
LPL Financial
California
$10M +$1.81M +47,954 +22%
PMG
14
ProVise Management Group
Florida
$8.23M +$331K +8,752 +4%
MAS
15
Madden Advisory Services
Florida
$7.42M -$1.92M -50,869 -20%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.79M +$3.12M +82,686 +113%
SI
17
Stephens Inc
Arkansas
$3.9M +$27.4K +725 +0.7%
Stifel Financial
18
Stifel Financial
Missouri
$3.75M +$1.16M +30,590 +43%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.24M +$602K +15,937 +22%
NA
20
Nottingham Advisors
New York
$2.97M +$147K +3,894 +5%
CFA
21
Cahill Financial Advisors
Minnesota
$2.66M +$13.4K +355 +0.5%
Ameriprise
22
Ameriprise
Minnesota
$2.64M +$445K +11,787 +20%
SWA
23
SFMG Wealth Advisors
Texas
$2.61M +$1.49M +39,352 +127%
GC
24
Gruss & Co
Florida
$2.19M +$2.23M +59,000 New
GCA
25
Greenwood Capital Associates
South Carolina
$1.76M +$1.8M +47,605 New

SDOG Hedge Fund Activity: Q1 2015 in Review

67 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q1 2015, worth a combined $591M — up 6.1% from $557M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SDOG positions and 8 closed out — a net gain of 10 holders — while 31 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $23.9M. The largest seller was BB&T Securities, cutting an estimated $3.36M.

  • 67 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q1 2015, up from 58 in Q4 2014.
  • Funds reported $591M of ALPS Sector Dividend Dogs ETF stock for Q1 2015, up 6.1% quarter-over-quarter.
  • 18 funds opened new ALPS Sector Dividend Dogs ETF positions in Q1 2015 and 8 closed out, a net change of +10 holders.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q1 2015 was Bank of America, an estimated $23.9M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q1 2015 was BB&T Securities, an estimated $3.36M sold.

Based on aggregated 13F filings for Q1 2015.