We are live on ! Find out more
SDOG icon

ALPS Sector Dividend Dogs ETF

145 hedge funds and large institutions have $380M invested in ALPS Sector Dividend Dogs ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $354M → $380M (+$25.8M)

1% more funds holding

Funds holding: 144145 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.19% less ownership

Funds ownership: 33.81%30.62% (-3.2%)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $13M

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
45
Reduced
51
Closed
6
Calls
Puts
$13M
Net Calls
-$13M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$76.7M -$8.8M -156,403 -11%
Morgan Stanley
2
Morgan Stanley
New York
$66.7M +$748K +13,290 +1%
Wells Fargo
3
Wells Fargo
California
$45.9M +$744K +13,224 +2%
UBS Group
4
UBS Group
Switzerland
$19.5M -$2.1M -37,232 -10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.4M -$1.02M -18,093 -6%
LPL Financial
6
LPL Financial
California
$13.8M -$3.99M -70,843 -23%
DSCM
7
Del-Sette Capital Management
New York
$12.2M -$457K -8,114 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.25M +$111K +1,968 +1%
RJA
9
Raymond James & Associates
Florida
$8.41M +$826K +14,678 +11%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$6.2M -$143K -2,538 -2%
CICC
11
Capital Investment Counsel (Colorado)
Colorado
$4.88M -$431K -7,664 -8%
MFG
12
MTM Financial Group
Pennsylvania
$4.73M -$701K -12,452 -13%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$4.67M +$4.02M +71,442 +927%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.66M -$684K -12,161 -13%
DAS
15
Dynamic Advisor Solutions
Arizona
$4.12M +$2.98K +53 +0.1%
Stifel Financial
16
Stifel Financial
Missouri
$3.35M -$32.6K -580 -1%
Ameriprise
17
Ameriprise
Minnesota
$2.83M -$387K -6,867 -13%
MWM
18
Meridian Wealth Management
Kentucky
$2.8M +$163K +2,892 +6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.73M +$19.6K +348 +0.8%
IWC
20
Integrated Wealth Concepts
Massachusetts
$2.69M +$844 +15 +0%
UCFA
21
United Capital Financial Advisors
Texas
$2.63M -$96.5K -1,715 -4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.57M +$23.8K +422 +1%
JPLA
23
Joseph P. Lucia & Associates
New York
$2.36M -$12.9K -230 -0.6%
MCC
24
Money Concepts Capital
Florida
$2.01M +$30.4K +541 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$2M -$247K -4,386 -11%

SDOG Hedge Fund Activity: Q3 2024 in Review

145 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q3 2024, worth a combined $380M — up 7.3% from $354M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SDOG positions and 6 closed out — a net gain of 2 holders — while 45 added to existing stakes and 51 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $4.02M. The largest seller was Strategic Financial Concepts, cutting an estimated $26M.

  • 145 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q3 2024, up from 144 in Q2 2024.
  • Funds reported $380M of ALPS Sector Dividend Dogs ETF stock for Q3 2024, up 7.3% quarter-over-quarter.
  • 8 funds opened new ALPS Sector Dividend Dogs ETF positions in Q3 2024 and 6 closed out, a net change of +2 holders.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $4.02M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2024.