IMGP Berkshire Dividend Growth ETF
BDVG
6 hedge funds and large institutions have $770K invested in IMGP Berkshire Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
362% more capital invested
Capital invested by funds: $167K → $770K (+$603K)
200% more funds holding
Funds holding: 2 → 6 (+4)
79.61% more ownership
Funds ownership: 0% → 79.61% (+80%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$209K |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$209K |
| 3 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
+$153K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$70.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$851 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $218K | +$70.4K | +6,948 | +44% |
|
|
BCI
2
Brinker Capital Investments
Berwyn,
Pennsylvania
| $199K | +$209K | +20,594 | New |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $199K | +$209K | +20,594 | New |
|
|
BAM
4
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $146K | +$153K | +15,054 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $6.78K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $813 | +$851 | +84 | New |
|
BDVG Hedge Fund Activity: Q3 2023 in Review
6 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in IMGP Berkshire Dividend Growth ETF (BDVG) for Q3 2023, worth a combined $770K — up 362% from $167K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BDVG positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $209K.
- 6 institutional investors held IMGP Berkshire Dividend Growth ETF (BDVG) as of Q3 2023, up from 2 in Q2 2023.
- Funds reported $770K of IMGP Berkshire Dividend Growth ETF stock for Q3 2023, up 362% quarter-over-quarter.
- 4 funds opened new IMGP Berkshire Dividend Growth ETF positions in Q3 2023 and 0 closed out, a net change of +4 holders.
- The largest IMGP Berkshire Dividend Growth ETF buyer in Q3 2023 was Brinker Capital Investments, an estimated $209K added.
Based on aggregated 13F filings for Q3 2023.