Bahl & Gaynor Dividend ETF
BGDV
7 hedge funds and large institutions have $40.6M invested in Bahl & Gaynor Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.17% less ownership
Funds ownership: 5.89% → 5.72% (-0.17%)
3% less capital invested
Capital invested by funds: $42.1M → $40.6M (-$1.47M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$177K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$28 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FRA
FFG Retirement Advisors
Centennial,
Colorado
|
-$1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$582K |
| 3 |
LPL Financial
San Diego,
California
|
-$55.5K |
| 4 |
IF
Intrua Financial
Houston,
Texas
|
-$55.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$14.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Fifth Third Bancorp
Cincinnati,
Ohio
| $36.8M | – | – | – |
|
|
FRA
2
FFG Retirement Advisors
Centennial,
Colorado
| $2.21M | -$1M | -35,340 | -30% |
|
|
3
LPL Financial
San Diego,
California
| $735K | -$55.5K | -1,959 | -7% |
|
|
IF
4
Intrua Financial
Houston,
Texas
| $625K | -$55.1K | -1,945 | -8% |
|
|
5
JP Morgan Chase
New York
| $176K | +$177K | +6,234 | +1,948% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $86K | -$582K | -20,527 | -87% |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| $27 | +$28 | +1 | New |
|
|
8
Bank of America
Charlotte,
North Carolina
| – | -$14.5K | -530 | Closed |
|
BGDV Hedge Fund Activity: Q1 2026 in Review
7 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Dividend ETF (BGDV) for Q1 2026, worth a combined $40.6M — down 3.5% from $42.1M a quarter earlier.
Fund positioning in BGDV was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 4 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $177K. The largest seller was FFG Retirement Advisors, cutting an estimated $1M.
- 7 institutional investors held Bahl & Gaynor Dividend ETF (BGDV) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $40.6M of Bahl & Gaynor Dividend ETF stock for Q1 2026, down 3.5% quarter-over-quarter.
- 1 fund opened new Bahl & Gaynor Dividend ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest Bahl & Gaynor Dividend ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $177K added.
- The largest Bahl & Gaynor Dividend ETF seller in Q1 2026 was FFG Retirement Advisors, an estimated $1M sold.
Based on aggregated 13F filings for Q1 2026.