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IMGP Berkshire Dividend Growth ETF

2 hedge funds and large institutions have $167K invested in IMGP Berkshire Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2
Holders Change
+2
Holders Change %
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$160K +$160K +15,639 New
Osaic Holdings
2
Osaic Holdings
Arizona
$7.16K +$7.16K +701 New

BDVG Hedge Fund Activity: Q2 2023 in Review

2 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in IMGP Berkshire Dividend Growth ETF (BDVG) for Q2 2023, worth a combined $167K.

Buyers outnumbered sellers: 2 funds opened new BDVG positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $160K.

  • 2 institutional investors held IMGP Berkshire Dividend Growth ETF (BDVG) as of Q2 2023, up from 0 in Q1 2023.
  • Funds reported $167K of IMGP Berkshire Dividend Growth ETF stock for Q2 2023.
  • 2 funds opened new IMGP Berkshire Dividend Growth ETF positions in Q2 2023 and 0 closed out, a net change of +2 holders.
  • The largest IMGP Berkshire Dividend Growth ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $160K added.

Based on aggregated 13F filings for Q2 2023.