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 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
11% more funds holding
Funds holding: 9 → 10 (+1)
3% more capital invested
Capital invested by funds: $4.87M → $5.01M (+$143K)
0.56% more ownership
Funds ownership: 56.27% → 56.84% (+0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$202K |
| 2 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
+$155K |
| 3 |
GWANC
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 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$362K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$77.9K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$22.4K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$256 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
1
Waverly Advisors
Birmingham,
Alabama
| $2.05M | -$362K | -27,222 | -15% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.15M | +$27.7K | +2,087 | +2% |
|
|
BAM
3
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $778K | +$155K | +11,666 | +24% |
|
|
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $234K | -$22.4K | -1,686 | -9% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $199K | +$202K | +15,243 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $189K | – | – | – |
|
|
7
Citadel Advisors
Miami,
Florida
| $179K | -$77.9K | -5,865 | -30% |
|
|
ACA
8
Aptus Capital Advisors
Fairhope,
Alabama
| $112K | +$372 | +28 | +0.3% |
|
|
GWANC
9
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $112K | +$114K | +8,563 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $13.3K | +$13.5K | +1,016 | +33,867% |
|
|
FFA
11
Farther Finance Advisors
San Francisco,
California
| – | -$256 | -20 | Closed |
|
BDVG Hedge Fund Activity: Q1 2026 in Review
10 of the 8,147 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.
Buyers outnumbered sellers: 2 funds opened new BDVG positions and 1 closed out — a net gain of 1 holder — while 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, up from 9 in 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 1 closed out, a net change of +1 holder.
- 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.