IMGP Berkshire Dividend Growth ETF
BDVG
9 hedge funds and large institutions have $5.12M invested in IMGP Berkshire Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3.94% less ownership
Funds ownership: 63.46% → 59.52% (-3.9%)
8% less capital invested
Capital invested by funds: $5.54M → $5.12M (-$420K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$230K |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$119K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.6K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$5.52K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$958K |
| 2 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$97K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$29.2K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$5.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
1
Waverly Advisors
Birmingham,
Alabama
| $2.37M | +$119K | +9,580 | +5% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.03M | -$958K | -77,089 | -49% |
|
|
BAM
3
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $611K | – | – | – |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $295K | +$12.6K | +1,013 | +5% |
|
|
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $246K | -$5.46K | -439 | -2% |
|
|
6
Citadel Advisors
Miami,
Florida
| $236K | +$230K | +18,486 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $171K | +$1.28K | +103 | +0.8% |
|
|
ACA
8
Aptus Capital Advisors
Fairhope,
Alabama
| $108K | +$5.52K | +444 | +6% |
|
|
9
UBS Group
Zurich,
Switzerland
| $52.4K | -$29.2K | -2,348 | -36% |
|
|
GWANC
10
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$97K | -8,053 | Closed |
|
BDVG Hedge Fund Activity: Q3 2025 in Review
9 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in IMGP Berkshire Dividend Growth ETF (BDVG) for Q3 2025, worth a combined $5.12M — down 7.6% from $5.54M a quarter earlier.
Fund positioning in BDVG was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $230K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $958K.
- 9 institutional investors held IMGP Berkshire Dividend Growth ETF (BDVG) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $5.12M of IMGP Berkshire Dividend Growth ETF stock for Q3 2025, down 7.6% quarter-over-quarter.
- 1 fund opened new IMGP Berkshire Dividend Growth ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest IMGP Berkshire Dividend Growth ETF buyer in Q3 2025 was Citadel Advisors, an estimated $230K added.
- The largest IMGP Berkshire Dividend Growth ETF seller in Q3 2025 was Cambridge Investment Research Advisors, an estimated $958K sold.
Based on aggregated 13F filings for Q3 2025.