ALPS Sector Dividend Dogs ETF
SDOG
73 hedge funds and large institutions have $403M invested in ALPS Sector Dividend Dogs ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
12% more capital invested
Capital invested by funds: $359M → $403M (+$44.6M)
4% more funds holding
Funds holding: 70 → 73 (+3)
1.73% more ownership
Funds ownership: 36.05% → 37.78% (+1.7%)
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$8.84M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.21M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$6M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.84M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$11.5M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$11.3M |
| 3 |
Morgan Stanley
New York
|
-$7.11M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.75M |
SDOG Hedge Fund Activity: Q1 2016 in Review
73 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q1 2016, worth a combined $403M — up 12% from $359M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SDOG positions and 10 closed out — a net gain of 4 holders — while 24 added to existing stakes and 26 trimmed.
The largest buyer was Niemann Capital Management, opening a new position worth an estimated $8.84M. The largest seller was Summit Financial Wealth Advisors, exiting entirely with an estimated $11.5M sold.
- 73 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q1 2016, up from 70 in Q4 2015.
- Funds reported $403M of ALPS Sector Dividend Dogs ETF stock for Q1 2016, up 12% quarter-over-quarter.
- 14 funds opened new ALPS Sector Dividend Dogs ETF positions in Q1 2016 and 10 closed out, a net change of +4 holders.
- The largest ALPS Sector Dividend Dogs ETF buyer in Q1 2016 was Niemann Capital Management, an estimated $8.84M added.
- The largest ALPS Sector Dividend Dogs ETF seller in Q1 2016 was Summit Financial Wealth Advisors, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2016.