We are live on ! Find out more
SDOG icon

ALPS Sector Dividend Dogs ETF

156 hedge funds and large institutions have $696M invested in ALPS Sector Dividend Dogs ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.63% more ownership

Funds ownership: 37.8%39.43% (+1.6%)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2% less capital invested

Capital invested by funds: $711M → $696M (-$15.2M)

8% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 52

1% less funds holding

Funds holding: 158156 (-2)

Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
22
Increased
48
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$123M -$13.3M -313,519 -10%
Bank of America
2
Bank of America
North Carolina
$104M +$2.03M +47,910 +2%
Wells Fargo
3
Wells Fargo
California
$59.9M -$16.2M -381,396 -21%
UBS Group
4
UBS Group
Switzerland
$54.7M -$10.6M -249,494 -16%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$48.2M +$2.05M +48,396 +5%
UCFA
6
United Capital Financial Advisors
Texas
$20.8M +$623K +14,700 +3%
RJA
7
Raymond James & Associates
Florida
$19.2M -$11.7M -275,468 -38%
BWM
8
BerganKDV Wealth Management
Minnesota
$19.2M -$7.36M -173,813 -28%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$18.1M -$411K -9,705 -2%
DAS
10
Dynamic Advisor Solutions
Arizona
$16.2M +$4.48M +105,800 +39%
LPL Financial
11
LPL Financial
California
$13.9M +$179K +4,235 +1%
PMG
12
ProVise Management Group
Florida
$13.4M +$168K +3,976 +1%
HCM
13
Hengehold Capital Management
Ohio
$11.2M +$108K +2,548 +1%
GLA
14
Good Life Advisors
Pennsylvania
$10.6M +$698K +16,488 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.6M -$903K -21,308 -8%
RCA
16
Reitz Capital Advisors
Michigan
$8.83M +$763K +18,016 +10%
FIM
17
Frontier Investment Management
Texas
$8.26M +$1.11M +26,283 +16%
Goldman Sachs
18
Goldman Sachs
New York
$7.88M +$7.79M +183,783 New
MML Investors Services
19
MML Investors Services
Massachusetts
$7.27M -$186K -4,400 -3%
CCP
20
Cardan Capital Partners
Colorado
$6.77M -$14.1M -333,206 -68%
FI
21
Financial Insights
Washington
$5.34M +$890 +21 +0%
GAM
22
Gemmer Asset Management
California
$5.23M +$383K +9,049 +8%
Ameriprise
23
Ameriprise
Minnesota
$5.22M -$1.08M -25,575 -17%
JP Morgan Chase
24
JP Morgan Chase
New York
$4.85M +$3.25M +76,615 +210%
MAS
25
Madden Advisory Services
Florida
$4.84M -$56.1K -1,325 -1%

SDOG Hedge Fund Activity: Q1 2019 in Review

156 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q1 2019, worth a combined $696M — down 2.1% from $711M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SDOG positions and 21 closed out — a net gain of 1 holder — while 48 added to existing stakes and 52 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $7.79M. The largest seller was Wells Fargo, cutting an estimated $16.2M.

  • 156 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q1 2019, down from 158 in Q4 2018.
  • Funds reported $696M of ALPS Sector Dividend Dogs ETF stock for Q1 2019, down 2.1% quarter-over-quarter.
  • 22 funds opened new ALPS Sector Dividend Dogs ETF positions in Q1 2019 and 21 closed out, a net change of +1 holder.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q1 2019 was Goldman Sachs, an estimated $7.79M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q1 2019 was Wells Fargo, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2019.