Bahl & Gaynor Dividend ETF
BGDV
7 hedge funds and large institutions have $42.1M invested in Bahl & Gaynor Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
40% more funds holding
Funds holding: 5 → 7 (+2)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.34% less ownership
Funds ownership: 6.23% → 5.89% (-0.34%)
13% less capital invested
Capital invested by funds: $48.3M → $42.1M (-$6.14M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$779K |
| 2 |
IF
Intrua Financial
Houston,
Texas
|
+$669K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$233K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.3K |
| 5 |
JP Morgan Chase
New York
|
+$8.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Natural Investments
Windsor,
California
|
-$8.35M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$226K |
| 3 |
FRA
FFG Retirement Advisors
Centennial,
Colorado
|
-$43K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Fifth Third Bancorp
Cincinnati,
Ohio
| $36.8M | – | – | – |
|
|
FRA
2
FFG Retirement Advisors
Centennial,
Colorado
| $3.18M | -$43K | -1,589 | -1% |
|
|
3
LPL Financial
San Diego,
California
| $789K | +$779K | +28,778 | New |
|
|
IF
4
Intrua Financial
Houston,
Texas
| $678K | +$669K | +24,745 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $649K | +$233K | +8,595 | +57% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $14.5K | +$14.3K | +530 | New |
|
|
7
JP Morgan Chase
New York
| $8.77K | +$8.66K | +320 | New |
|
|
NI
8
Natural Investments
Windsor,
California
| – | -$8.35M | -140,374 | Closed |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$226K | -8,392 | Closed |
|
BGDV Hedge Fund Activity: Q4 2025 in Review
7 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Dividend ETF (BGDV) for Q4 2025, worth a combined $42.1M — down 13% from $48.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BGDV positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $779K. The largest seller was Natural Investments, exiting entirely with an estimated $8.35M sold.
- 7 institutional investors held Bahl & Gaynor Dividend ETF (BGDV) as of Q4 2025, up from 5 in Q3 2025.
- Funds reported $42.1M of Bahl & Gaynor Dividend ETF stock for Q4 2025, down 13% quarter-over-quarter.
- 4 funds opened new Bahl & Gaynor Dividend ETF positions in Q4 2025 and 2 closed out, a net change of +2 holders.
- The largest Bahl & Gaynor Dividend ETF buyer in Q4 2025 was LPL Financial, an estimated $779K added.
- The largest Bahl & Gaynor Dividend ETF seller in Q4 2025 was Natural Investments, an estimated $8.35M sold.
Based on aggregated 13F filings for Q4 2025.