IMGP Berkshire Dividend Growth ETF
BDVG
11 hedge funds and large institutions have $9.1M invested in IMGP Berkshire Dividend Growth ETF in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
82% more capital invested
Capital invested by funds: $5.01M → $9.1M (+$4.09M)
31.15% more ownership
Funds ownership: 56.84% → 87.98% (+31%)
10% more funds holding
Funds holding: 10 → 11 (+1)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$3.24M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$417K |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$84K |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$21.2K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$10.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$112K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$52.1K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$37.9K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$36.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.69K |
BDVG Hedge Fund Activity: Q2 2026 in Review
11 of the 8,343 institutional investors tracked by Wall St. Rank reported a position in IMGP Berkshire Dividend Growth ETF (BDVG) for Q2 2026, worth a combined $9.1M — up 82% from $5.01M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BDVG positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $3.24M. The largest seller was Guardian Wealth Advisors (North Carolina), exiting entirely with an estimated $112K sold.
- 11 institutional investors held IMGP Berkshire Dividend Growth ETF (BDVG) as of Q2 2026, up from 10 in Q1 2026.
- Funds reported $9.1M of IMGP Berkshire Dividend Growth ETF stock for Q2 2026, up 82% quarter-over-quarter.
- 2 funds opened new IMGP Berkshire Dividend Growth ETF positions in Q2 2026 and 1 closed out, a net change of +1 holder.
- The largest IMGP Berkshire Dividend Growth ETF buyer in Q2 2026 was Truist Financial, an estimated $3.24M added.
- The largest IMGP Berkshire Dividend Growth ETF seller in Q2 2026 was Guardian Wealth Advisors (North Carolina), an estimated $112K sold.
Based on aggregated 13F filings for Q2 2026.