IMGP Berkshire Dividend Growth ETF
BDVG
9 hedge funds and large institutions have $6.39M invested in IMGP Berkshire Dividend Growth ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
10% less funds holding
Funds holding: 10 → 9 (-1)
11.23% less ownership
Funds ownership: 81.19% → 69.97% (-11%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
75% less capital invested
Capital invested by funds: $25.2M → $6.39M (-$18.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$2.02M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$15.3K |
| 3 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$15.3K |
| 4 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
+$1.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$482K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$254K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$220K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$32.9K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$21.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.91M | -$482K | -40,966 | -14% |
|
|
WA
2
Waverly Advisors
Birmingham,
Alabama
| $2.01M | +$2.02M | +171,670 | New |
|
|
BAM
3
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $549K | +$1.18K | +100 | +0.2% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $259K | -$254K | -21,593 | -49% |
|
|
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $249K | -$21.8K | -1,854 | -8% |
|
|
OPS
6
Orion Portfolio Solutions
Omaha,
Nebraska
| $249K | -$21.8K | -1,854 | -8% |
|
|
ACA
7
Aptus Capital Advisors
Fairhope,
Alabama
| $78.7K | +$15.3K | +1,302 | +24% |
|
|
GWANC
8
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $78.7K | +$15.3K | +1,302 | +24% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $6.08K | -$32.9K | -2,794 | -84% |
|
|
10
Truist Financial
Charlotte,
North Carolina
| – | -$220K | -19,208 | Closed |
|
BDVG Hedge Fund Activity: Q1 2025 in Review
9 of the 7,460 institutional investors tracked by Wall St. Rank reported a position in IMGP Berkshire Dividend Growth ETF (BDVG) for Q1 2025, worth a combined $6.39M — down 75% from $25.2M a quarter earlier.
Fund positioning in BDVG was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Waverly Advisors, opening a new position worth an estimated $2.02M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $482K.
- 9 institutional investors held IMGP Berkshire Dividend Growth ETF (BDVG) as of Q1 2025, down from 10 in Q4 2024.
- Funds reported $6.39M of IMGP Berkshire Dividend Growth ETF stock for Q1 2025, down 75% quarter-over-quarter.
- 1 fund opened new IMGP Berkshire Dividend Growth ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest IMGP Berkshire Dividend Growth ETF buyer in Q1 2025 was Waverly Advisors, an estimated $2.02M added.
- The largest IMGP Berkshire Dividend Growth ETF seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $482K sold.
Based on aggregated 13F filings for Q1 2025.