IMGP Berkshire Dividend Growth ETF
BDVG
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.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+2
Holders Change %
+25%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$207K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.99K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$3.99K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
RDIA
1
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $19.9M | +$306K | +2,665 | +2% |
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.31M | +$404K | +35,224 | +14% |
|
|
BAM
3
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $565K | +$87.4K | +7,401 | +18% |
|
4
Envestnet Asset Management
Chicago,
Illinois
| $500K | +$94.5K | +8,239 | +23% |
|
|
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $264K | -$3.99K | -348 | -1% |
|
|
OPS
6
Orion Portfolio Solutions
Omaha,
Nebraska
| $264K | -$3.99K | -348 | -1% |
|
7
Truist Financial
Charlotte,
North Carolina
| $220K | +$220K | +19,208 | New |
|
|
GWANC
8
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $62K | +$62K | +5,410 | New |
|
|
ACA
9
Aptus Capital Advisors
Fairhope,
Alabama
| $62K | +$62K | +5,410 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $38K | – | – | – |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$207K | -17,762 | Closed |
|