IMGP Berkshire Dividend Growth ETF
BDVG
9 hedge funds and large institutions have $4.87M invested in IMGP Berkshire Dividend Growth ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 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)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
5% less capital invested
Capital invested by funds: $5.12M → $4.87M (-$252K)
3.25% less ownership
Funds ownership: 59.52% → 56.27% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$63K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$13.6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.3K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.47K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$485 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$295K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$52.4K |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$25.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
1
Waverly Advisors
Birmingham,
Alabama
| $2.36M | -$25.9K | -2,032 | -1% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.1M | +$63K | +4,937 | +6% |
|
|
BAM
3
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $614K | – | – | – |
|
|
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $251K | +$3.47K | +272 | +1% |
|
|
5
Citadel Advisors
Miami,
Florida
| $251K | +$13.6K | +1,063 | +6% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $186K | +$12.3K | +967 | +7% |
|
|
ACA
7
Aptus Capital Advisors
Fairhope,
Alabama
| $109K | +$485 | +38 | +0.4% |
|
|
FFA
8
Farther Finance Advisors
San Francisco,
California
| $256 | +$255 | +20 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $38 | -$52.4K | -4,105 | -100% |
|
|
10
Envestnet Asset Management
Chicago,
Illinois
| – | -$295K | -23,108 | Closed |
|
BDVG Hedge Fund Activity: Q4 2025 in Review
9 of the 8,233 institutional investors tracked by Wall St. Rank reported a position in IMGP Berkshire Dividend Growth ETF (BDVG) for Q4 2025, worth a combined $4.87M — down 4.9% from $5.12M a quarter earlier.
Fund positioning in BDVG was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 2 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $63K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $295K sold.
- 9 institutional investors held IMGP Berkshire Dividend Growth ETF (BDVG) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $4.87M of IMGP Berkshire Dividend Growth ETF stock for Q4 2025, down 4.9% quarter-over-quarter.
- 1 fund opened new IMGP Berkshire Dividend Growth ETF positions in Q4 2025 and 1 closed out, a net change of 0 holders.
- The largest IMGP Berkshire Dividend Growth ETF buyer in Q4 2025 was Cambridge Investment Research Advisors, an estimated $63K added.
- The largest IMGP Berkshire Dividend Growth ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $295K sold.
Based on aggregated 13F filings for Q4 2025.