IMGP Berkshire Dividend Growth ETF
BDVG
8 hedge funds and large institutions have $6.61M invested in IMGP Berkshire Dividend Growth ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
7% more capital invested
Capital invested by funds: $6.15M → $6.61M (+$454K)
0% more funds holding
Funds holding: 8 → 8 (0)
7.42% less ownership
Funds ownership: 88.59% → 81.17% (-7.4%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RDIA
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
+$160K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.6K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$30.5K |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$30.5K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$9.13K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.96M | +$2.26K | +199 | +0.1% |
|
|
RDIA
2
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $2M | +$160K | +14,092 | +9% |
|
|
BAM
3
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $445K | – | – | – |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $413K | +$24.6K | +2,169 | +7% |
|
|
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $273K | -$30.5K | -2,688 | -10% |
|
|
OPS
6
Orion Portfolio Solutions
Omaha,
Nebraska
| $273K | -$30.5K | -2,688 | -10% |
|
|
7
Citadel Advisors
Miami,
Florida
| $207K | -$9.13K | -804 | -4% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $38.7K | -$2.18K | -192 | -5% |
|
BDVG Hedge Fund Activity: Q3 2024 in Review
8 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in IMGP Berkshire Dividend Growth ETF (BDVG) for Q3 2024, worth a combined $6.61M — up 7.4% from $6.15M a quarter earlier.
Fund positioning in BDVG was balanced in Q3 2024: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was RE Dickinson Investment Advisors, adding an estimated $160K. The largest seller was Brinker Capital Investments, cutting an estimated $30.5K.
- 8 institutional investors held IMGP Berkshire Dividend Growth ETF (BDVG) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $6.61M of IMGP Berkshire Dividend Growth ETF stock for Q3 2024, up 7.4% quarter-over-quarter.
- 0 funds opened new IMGP Berkshire Dividend Growth ETF positions in Q3 2024 and 0 closed out.
- The largest IMGP Berkshire Dividend Growth ETF buyer in Q3 2024 was RE Dickinson Investment Advisors, an estimated $160K added.
- The largest IMGP Berkshire Dividend Growth ETF seller in Q3 2024 was Brinker Capital Investments, an estimated $30.5K sold.
Based on aggregated 13F filings for Q3 2024.