IMGP Berkshire Dividend Growth ETF
BDVG
10 hedge funds and large institutions have $25.2M invested in IMGP Berkshire Dividend Growth ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
281% more capital invested
Capital invested by funds: $6.61M → $25.2M (+$18.6M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
0.02% more ownership
Funds ownership: 81.17% → 81.19% (+0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$416K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$227K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$97.4K |
| 4 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
+$87.5K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$63.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$207K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$4.11K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$4.11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RDIA
1
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $19.9M | +$31.5K | +2,665 | +2% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.31M | +$416K | +35,224 | +14% |
|
|
BAM
3
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $565K | +$87.5K | +7,401 | +18% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $500K | +$97.4K | +8,239 | +23% |
|
|
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $264K | -$4.11K | -348 | -1% |
|
|
OPS
6
Orion Portfolio Solutions
Omaha,
Nebraska
| $264K | -$4.11K | -348 | -1% |
|
|
7
Truist Financial
Charlotte,
North Carolina
| $220K | +$227K | +19,208 | New |
|
|
ACA
8
Aptus Capital Advisors
Fairhope,
Alabama
| $62K | +$63.9K | +5,410 | New |
|
|
GWANC
9
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $62K | +$63.9K | +5,410 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $38K | – | – | – |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$207K | -17,762 | Closed |
|
BDVG Hedge Fund Activity: Q4 2024 in Review
10 of the 7,594 institutional investors tracked by Wall St. Rank reported a position in IMGP Berkshire Dividend Growth ETF (BDVG) for Q4 2024, worth a combined $25.2M — up 281% from $6.61M 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 2 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $416K. The largest seller was Citadel Advisors, exiting entirely with an estimated $207K sold.
- 10 institutional investors held IMGP Berkshire Dividend Growth ETF (BDVG) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $25.2M of IMGP Berkshire Dividend Growth ETF stock for Q4 2024, up 281% quarter-over-quarter.
- 3 funds opened new IMGP Berkshire Dividend Growth ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest IMGP Berkshire Dividend Growth ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $416K added.
- The largest IMGP Berkshire Dividend Growth ETF seller in Q4 2024 was Citadel Advisors, an estimated $207K sold.
Based on aggregated 13F filings for Q4 2024.