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BGDV

Bahl & Gaynor Dividend ETF
BGDV

5 hedge funds and large institutions have $48.3M invested in Bahl & Gaynor Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding

Funds holding: 2 → 5 (+3)

43% more capital invested

Capital invested by funds: $33.7M → $48.3M (+$14.5M)

1.24% more ownership

Funds ownership: 4.99% → 6.23% (+1.2%)

Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NI
Natural Investments
California
+$3.65M
2
FRA
FFG Retirement Advisors
Colorado
+$3.06M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$346K
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$284K
5
Citadel Advisors
Citadel Advisors
Florida
+$218K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$36.1M +$284K +10,934 +0.8%
NI
2
Natural Investments
California
$8.35M +$3.65M +140,374 New
FRA
3
FFG Retirement Advisors
Colorado
$3.16M +$3.06M +117,633 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$406K +$346K +13,285 +741%
Citadel Advisors
5
Citadel Advisors
Florida
$226K +$218K +8,392 New

BGDV Hedge Fund Activity: Q3 2025 in Review

5 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Dividend ETF (BGDV) for Q3 2025, worth a combined $48.3M — up 43% from $33.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BGDV positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Natural Investments, opening a new position worth an estimated $3.65M.

  • 5 institutional investors held Bahl & Gaynor Dividend ETF (BGDV) as of Q3 2025, up from 2 in Q2 2025.
  • Funds reported $48.3M of Bahl & Gaynor Dividend ETF stock for Q3 2025, up 43% quarter-over-quarter.
  • 3 funds opened new Bahl & Gaynor Dividend ETF positions in Q3 2025 and 0 closed out, a net change of +3 holders.
  • The largest Bahl & Gaynor Dividend ETF buyer in Q3 2025 was Natural Investments, an estimated $3.65M added.

Based on aggregated 13F filings for Q3 2025.