IMGP Berkshire Dividend Growth ETF
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.
1% less capital invested
Capital invested by funds: $770K → $763K (-$7.4K)
17% less funds holding
Funds holding: 6 → 5 (-1)
23.42% less ownership
Funds ownership: 79.61% → 56.19% (-23%)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$26.7K |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$26.7K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.78K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.21K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$256 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $231K | -$4.21K | -427 | -2% |
|
|
BCI
2
Brinker Capital Investments
Berwyn,
Pennsylvania
| $187K | -$26.7K | -2,707 | -13% |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $187K | -$26.7K | -2,707 | -13% |
|
|
BAM
4
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $157K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $605 | -$256 | -26 | -31% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| – | -$6.78K | -701 | Closed |
|
BDVG Hedge Fund Activity: Q4 2023 in Review
5 of the 6,862 institutional investors tracked by Wall St. Rank reported a position in IMGP Berkshire Dividend Growth ETF (BDVG) for Q4 2023, worth a combined $763K — down 0.96% from $770K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of BDVG and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 0 added.
The largest seller was Brinker Capital Investments, cutting an estimated $26.7K.
- 5 institutional investors held IMGP Berkshire Dividend Growth ETF (BDVG) as of Q4 2023, down from 6 in Q3 2023.
- Funds reported $763K of IMGP Berkshire Dividend Growth ETF stock for Q4 2023, down 0.96% quarter-over-quarter.
- 0 funds opened new IMGP Berkshire Dividend Growth ETF positions in Q4 2023 and 1 closed out, a net change of -1 holder.
- The largest IMGP Berkshire Dividend Growth ETF seller in Q4 2023 was Brinker Capital Investments, an estimated $26.7K sold.
Based on aggregated 13F filings for Q4 2023.