IMGP Berkshire Dividend Growth ETF
BDVG
9 hedge funds and large institutions have $5.54M invested in IMGP Berkshire Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
0% more funds holding
Funds holding: 9 → 9 (0)
6.51% less ownership
Funds ownership: 69.97% → 63.46% (-6.5%)
13% less capital invested
Capital invested by funds: $6.39M → $5.54M (-$851K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$148K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$74.3K |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$53.9K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$15.4K |
| 5 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$15.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.03M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$16.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
1
Waverly Advisors
Birmingham,
Alabama
| $2.12M | +$53.9K | +4,685 | +3% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.9M | -$1.03M | -89,761 | -36% |
|
|
BAM
3
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $577K | – | – | – |
|
4
Envestnet Asset Management
Chicago,
Illinois
| $266K | +$656 | +57 | +0.3% |
|
|
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $238K | -$16.7K | -1,454 | -7% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $162K | +$148K | +12,900 | +2,490% |
|
|
ACA
7
Aptus Capital Advisors
Fairhope,
Alabama
| $97K | +$15.4K | +1,341 | +20% |
|
|
GWANC
8
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $97K | +$15.4K | +1,341 | +20% |
|
|
9
UBS Group
Zurich,
Switzerland
| $77.7K | +$74.3K | +6,456 | New |
|
BDVG Hedge Fund Activity: Q2 2025 in Review
9 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in IMGP Berkshire Dividend Growth ETF (BDVG) for Q2 2025, worth a combined $5.54M — down 13% from $6.39M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BDVG positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $148K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.03M.
- 9 institutional investors held IMGP Berkshire Dividend Growth ETF (BDVG) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $5.54M of IMGP Berkshire Dividend Growth ETF stock for Q2 2025, down 13% quarter-over-quarter.
- 1 fund opened new IMGP Berkshire Dividend Growth ETF positions in Q2 2025 and 0 closed out, a net change of +1 holder.
- The largest IMGP Berkshire Dividend Growth ETF buyer in Q2 2025 was Osaic Holdings, an estimated $148K added.
- The largest IMGP Berkshire Dividend Growth ETF seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $1.03M sold.
Based on aggregated 13F filings for Q2 2025.