IMGP Berkshire Dividend Growth ETF
BDVG
BDVG
5 hedge funds and large institutions have $763K invested in IMGP Berkshire Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$28.3K |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$28.3K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.78K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.46K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$271 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $231K | -$4.46K | -427 | -2% |
|
|
BCI
2
Brinker Capital Investments
Berwyn,
Pennsylvania
| $187K | -$28.3K | -2,707 | -13% |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $187K | -$28.3K | -2,707 | -13% |
|
|
BAM
4
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $157K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $605 | -$271 | -26 | -31% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| – | -$6.78K | -701 | Closed |
|