ALPS Sector Dividend Dogs ETF
SDOG
136 hedge funds and large institutions have $380M invested in ALPS Sector Dividend Dogs ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 47 reducing their positions, and 14 closing their positions.
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
5% more funds holding
Funds holding: 130 → 136 (+6)
3% more capital invested
Capital invested by funds: $369M → $380M (+$11.5M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.65% less ownership
Funds ownership: 33.81% → 33.16% (-0.65%)
32% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.49M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$3M |
| 3 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
+$2.61M |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$1.96M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$12.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.53M |
| 3 |
Morgan Stanley
New York
|
-$4.67M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.24M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.2M |
SDOG Hedge Fund Activity: Q4 2023 in Review
136 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q4 2023, worth a combined $380M — up 3.1% from $369M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SDOG positions and 14 closed out — a net gain of 7 holders — while 32 added to existing stakes and 47 trimmed.
The largest buyer was Bank of America, adding an estimated $5.49M. The largest seller was United Capital Financial Advisors, cutting an estimated $12.4M.
- 136 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q4 2023, up from 130 in Q3 2023.
- Funds reported $380M of ALPS Sector Dividend Dogs ETF stock for Q4 2023, up 3.1% quarter-over-quarter.
- 21 funds opened new ALPS Sector Dividend Dogs ETF positions in Q4 2023 and 14 closed out, a net change of +7 holders.
- The largest ALPS Sector Dividend Dogs ETF buyer in Q4 2023 was Bank of America, an estimated $5.49M added.
- The largest ALPS Sector Dividend Dogs ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $12.4M sold.
Based on aggregated 13F filings for Q4 2023.