IMGP Berkshire Dividend Growth ETF
BDVG
8 hedge funds and large institutions have $6.15M invested in IMGP Berkshire Dividend Growth ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
86% more capital invested
Capital invested by funds: $3.31M → $6.15M (+$2.84M)
14% more funds holding
Funds holding: 7 → 8 (+1)
5.02% more ownership
Funds ownership: 83.57% → 88.59% (+5%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.79M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$204K |
| 3 |
RDIA
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
+$138K |
| 4 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
+$27K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$140K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$56.6K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$56.6K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$682 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.79M | +$2.79M | +253,293 | New |
|
|
RDIA
2
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $1.73M | +$138K | +12,580 | +9% |
|
|
BAM
3
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $445K | +$27K | +2,458 | +6% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $366K | -$682 | -62 | -0.2% |
|
|
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $288K | -$56.6K | -5,142 | -16% |
|
|
OPS
6
Orion Portfolio Solutions
Omaha,
Nebraska
| $288K | -$56.6K | -5,142 | -16% |
|
|
7
Citadel Advisors
Miami,
Florida
| $205K | +$204K | +18,566 | New |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $38.6K | +$16.2K | +1,473 | +73% |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$140K | -12,383 | Closed |
|
BDVG Hedge Fund Activity: Q2 2024 in Review
8 of the 6,926 institutional investors tracked by Wall St. Rank reported a position in IMGP Berkshire Dividend Growth ETF (BDVG) for Q2 2024, worth a combined $6.15M — up 86% from $3.31M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BDVG positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $2.79M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $140K sold.
- 8 institutional investors held IMGP Berkshire Dividend Growth ETF (BDVG) as of Q2 2024, up from 7 in Q1 2024.
- Funds reported $6.15M of IMGP Berkshire Dividend Growth ETF stock for Q2 2024, up 86% quarter-over-quarter.
- 2 funds opened new IMGP Berkshire Dividend Growth ETF positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest IMGP Berkshire Dividend Growth ETF buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $2.79M added.
- The largest IMGP Berkshire Dividend Growth ETF seller in Q2 2024 was Susquehanna International Group, an estimated $140K sold.
Based on aggregated 13F filings for Q2 2024.