IMGP Berkshire Dividend Growth ETF
BDVG
7 hedge funds and large institutions have $3.31M invested in IMGP Berkshire Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
334% more capital invested
Capital invested by funds: $763K → $3.31M (+$2.55M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
27.38% more ownership
Funds ownership: 56.19% → 83.57% (+27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RDIA
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
+$1.55M |
| 2 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
+$245K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$143K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$143K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$605 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RDIA
1
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $1.63M | +$1.55M | +144,347 | New |
|
|
BAM
2
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $430K | +$245K | +22,903 | +152% |
|
3
Envestnet Asset Management
Chicago,
Illinois
| $377K | +$119K | +11,125 | +50% |
|
|
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $354K | +$143K | +13,357 | +75% |
|
|
OPS
5
Orion Portfolio Solutions
Omaha,
Nebraska
| $354K | +$143K | +13,357 | +75% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $140K | +$133K | +12,383 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $23K | +$21.8K | +2,031 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$605 | -58 | Closed |
|
BDVG Hedge Fund Activity: Q1 2024 in Review
7 of the 6,944 institutional investors tracked by Wall St. Rank reported a position in IMGP Berkshire Dividend Growth ETF (BDVG) for Q1 2024, worth a combined $3.31M — up 334% from $763K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BDVG positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was RE Dickinson Investment Advisors, opening a new position worth an estimated $1.55M. The largest seller was UBS Group, exiting entirely with an estimated $605 sold.
- 7 institutional investors held IMGP Berkshire Dividend Growth ETF (BDVG) as of Q1 2024, up from 5 in Q4 2023.
- Funds reported $3.31M of IMGP Berkshire Dividend Growth ETF stock for Q1 2024, up 334% quarter-over-quarter.
- 3 funds opened new IMGP Berkshire Dividend Growth ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest IMGP Berkshire Dividend Growth ETF buyer in Q1 2024 was RE Dickinson Investment Advisors, an estimated $1.55M added.
- The largest IMGP Berkshire Dividend Growth ETF seller in Q1 2024 was UBS Group, an estimated $605 sold.
Based on aggregated 13F filings for Q1 2024.