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ALPS Sector Dividend Dogs ETF

139 hedge funds and large institutions have $427M invested in ALPS Sector Dividend Dogs ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $378M → $427M (+$49.2M)

5% more funds holding

Funds holding: 133139 (+6)

2.25% more ownership

Funds ownership: 31.62%33.87% (+2.3%)

Holders
139
Holders Change
+6
Holders Change %
+4.51%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
45
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$85.2M +$10.8M +197,213 +15%
Bank of America
2
Bank of America
North Carolina
$76.2M +$8.34M +152,569 +12%
Wells Fargo
3
Wells Fargo
California
$43.9M -$3.33M -60,882 -7%
DSCM
4
Del-Sette Capital Management
New York
$28.2M +$6.63M +121,306 +31%
UBS Group
5
UBS Group
Switzerland
$26.1M -$855K -15,645 -3%
UCFA
6
United Capital Financial Advisors
Texas
$17.8M +$290K +5,309 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.8M +$1.53M +28,055 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15.1M +$288K +5,276 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11M +$38.5K +705 +0.4%
LPL Financial
10
LPL Financial
California
$10.9M +$752K +13,751 +7%
MFG
11
MTM Financial Group
Pennsylvania
$9.63M +$9.56M +174,882 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$8.62M -$380K -6,948 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.54M -$123K -2,249 -3%
RJA
14
Raymond James & Associates
Florida
$5.4M +$492K +8,994 +10%
Ameriprise
15
Ameriprise
Minnesota
$4.54M -$700K -12,809 -13%
PAG
16
Private Advisor Group
New Jersey
$2.29M +$367K +6,706 +19%
LWAC
17
Laurel Wealth Advisors (California)
California
$2.03M +$5.47K +100 +0.3%
PA
18
PFG Advisors
Arizona
$1.98M +$201K +3,683 +11%
Stifel Financial
19
Stifel Financial
Missouri
$1.92M -$734K -13,432 -28%
DWMG
20
DB Wealth Management Group
California
$1.91M +$45.3K +828 +2%
CFA
21
Cahill Financial Advisors
Minnesota
$1.84M -$79K -1,445 -4%
SPIA
22
Steward Partners Investment Advisory
New York
$1.82M +$204K +3,724 +13%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.78M +$652K +11,928 +59%
JPLA
24
Joseph P. Lucia & Associates
New York
$1.76M +$8.74K +160 +0.5%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.66M -$5.74K -105 -0.3%

SDOG Hedge Fund Activity: Q1 2022 in Review

139 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q1 2022, worth a combined $427M — up 13% from $378M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SDOG positions and 10 closed out — a net gain of 9 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.8M. The largest seller was Wells Fargo, cutting an estimated $3.33M.

  • 139 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q1 2022, up from 133 in Q4 2021.
  • Funds reported $427M of ALPS Sector Dividend Dogs ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 19 funds opened new ALPS Sector Dividend Dogs ETF positions in Q1 2022 and 10 closed out, a net change of +9 holders.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q1 2022 was Morgan Stanley, an estimated $10.8M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q1 2022 was Wells Fargo, an estimated $3.33M sold.

Based on aggregated 13F filings for Q1 2022.