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ALPS Sector Dividend Dogs ETF

131 hedge funds and large institutions have $357M invested in ALPS Sector Dividend Dogs ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

4% more funds holding

Funds holding: 126131 (+5)

4% more capital invested

Capital invested by funds: $342M → $357M (+$14.7M)

0.07% less ownership

Funds ownership: 29.44%29.37% (-0.07%)

Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
45
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.9M +$2.45M +45,540 +4%
Bank of America
2
Bank of America
North Carolina
$63.4M -$926K -17,243 -1%
Wells Fargo
3
Wells Fargo
California
$44.6M -$546K -10,163 -1%
UCFA
4
United Capital Financial Advisors
Texas
$28.5M -$354K -6,595 -1%
UBS Group
5
UBS Group
Switzerland
$24.7M -$2.14M -39,831 -8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.5M +$594K +11,059 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$14.9M +$922K +17,163 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.4M +$156K +2,909 +1%
LPL Financial
9
LPL Financial
California
$9.56M +$439K +8,177 +5%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$7.42M +$68.2K +1,270 +0.9%
RJA
11
Raymond James & Associates
Florida
$7.27M -$129K -2,400 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.94M -$379K -7,055 -9%
Stifel Financial
13
Stifel Financial
Missouri
$2.73M +$46.4K +863 +2%
Ameriprise
14
Ameriprise
Minnesota
$2.69M +$125K +2,323 +5%
CFA
15
Cahill Financial Advisors
Minnesota
$1.94M -$249K -4,644 -11%
LWAC
16
Laurel Wealth Advisors (California)
California
$1.94M +$55.4K +1,031 +3%
DWMG
17
DB Wealth Management Group
California
$1.94M +$280K +5,216 +17%
PAG
18
Private Advisor Group
New Jersey
$1.9M +$689K +12,833 +56%
JPLA
19
Joseph P. Lucia & Associates
New York
$1.72M +$14.8K +275 +0.9%
SPIA
20
Steward Partners Investment Advisory
New York
$1.71M +$215K +4,001 +14%
RT
21
Rockland Trust
Massachusetts
$1.66M -$31.3K -583 -2%
AF
22
Allworth Financial
California
$1.63M -$36.9K -687 -2%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.61M -$16.1K -300 -1%
IRC
24
Investors Research Corp
Georgia
$1.57M -$913 -17 -0.1%
PA
25
PFG Advisors
Arizona
$1.55M +$226K +4,199 +17%

SDOG Hedge Fund Activity: Q2 2021 in Review

131 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q2 2021, worth a combined $357M — up 4.3% from $342M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SDOG positions and 12 closed out — a net gain of 5 holders — while 45 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.45M. The largest seller was UBS Group, cutting an estimated $2.14M.

  • 131 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q2 2021, up from 126 in Q1 2021.
  • Funds reported $357M of ALPS Sector Dividend Dogs ETF stock for Q2 2021, up 4.3% quarter-over-quarter.
  • 17 funds opened new ALPS Sector Dividend Dogs ETF positions in Q2 2021 and 12 closed out, a net change of +5 holders.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q2 2021 was Morgan Stanley, an estimated $2.45M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q2 2021 was UBS Group, an estimated $2.14M sold.

Based on aggregated 13F filings for Q2 2021.