IMGP Berkshire Dividend Growth ETF
BDVG
10 hedge funds and large institutions have $5.01M invested in IMGP Berkshire Dividend Growth ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
11% more capital inflows, than outflows
Capital inflows: $513K | Capital outflows: $462K
0.56% more ownership
Funds ownership: 56.27% → 56.84% (+0.56%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$202K |
| 2 |
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
+$155K |
| 3 |
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$114K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$27.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Waverly Advisors
Birmingham,
Alabama
|
-$362K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$77.9K |
| 3 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$22.4K |
| 4 |
Farther Finance Advisors
San Francisco,
California
|
-$256 |
| 5 |
BPI
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
-$26 |
BDVG Hedge Fund Activity: Q1 2026 in Review
10 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in IMGP Berkshire Dividend Growth ETF (BDVG) for Q1 2026, worth a combined $5.01M — up 2.9% from $4.87M a quarter earlier.
Fund positioning in BDVG was balanced in Q1 2026: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $202K. The largest seller was Waverly Advisors, cutting an estimated $362K.
- 10 institutional investors held IMGP Berkshire Dividend Growth ETF (BDVG) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $5.01M of IMGP Berkshire Dividend Growth ETF stock for Q1 2026, up 2.9% quarter-over-quarter.
- 2 funds opened new IMGP Berkshire Dividend Growth ETF positions in Q1 2026 and 2 closed out, a net change of 0 holders.
- The largest IMGP Berkshire Dividend Growth ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $202K added.
- The largest IMGP Berkshire Dividend Growth ETF seller in Q1 2026 was Waverly Advisors, an estimated $362K sold.
Based on aggregated 13F filings for Q1 2026.