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IMGP Berkshire Dividend Growth ETF
BDVG

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+4
Holders Change %
+200%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$199K
2
OPS
Orion Portfolio Solutions
Nebraska
+$199K
3
BAM
Berkshire Asset Management
Pennsylvania
+$146K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$67.2K
5
UBS Group
UBS Group
Switzerland
+$813

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$218K +$67.2K +6,948 +44%
BCI
2
Brinker Capital Investments
Pennsylvania
$199K +$199K +20,594 New
OPS
3
Orion Portfolio Solutions
Nebraska
$199K +$199K +20,594 New
BAM
4
Berkshire Asset Management
Pennsylvania
$146K +$146K +15,054 New
Osaic Holdings
5
Osaic Holdings
Arizona
$6.78K – – –
UBS Group
6
UBS Group
Switzerland
$813 +$813 +84 New