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Bahl & Gaynor Income Growth ETF
BGIG

78 hedge funds and large institutions have $467M invested in Bahl & Gaynor Income Growth ETF in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,275% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 4

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

194% more capital invested

Capital invested by funds: $159M → $467M (+$308M)

179% more funds holding

Funds holding: 28 → 78 (+50)

63.66% more ownership

Funds ownership: 42.54% → 106.2% (+64%)

Holders
78
Holders Change
+50
Holders Change %
+178.57%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
55
Increased
18
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$153M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$25.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M
4
Bank of America
Bank of America
North Carolina
+$20.1M
5
LPL Financial
LPL Financial
California
+$19.2M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$462K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$426K
3
BRWA
B. Riley Wealth Advisors
Florida
-$336K
4
LC
LCNB Corp
Ohio
-$226K
5
KAS
Kestra Advisory Services
Texas
-$97.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.32M +$1.33M +39,545 New
MW
27
Marble Wealth
Alabama
$1.05M +$1.06M +31,682 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$938K +$692K +20,601 +271%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$933K +$942K +28,045 New
PAG
30
Private Advisor Group
New Jersey
$862K +$870K +25,906 New
NEWAS
31
N.E.W. Advisory Services
Wisconsin
$836K +$844K +25,139 New
HTC
32
Haverford Trust Company
Pennsylvania
$801K +$808K +24,073 New
AWA
33
Arkadios Wealth Advisors
Georgia
$787K +$795K +23,672 New
SWP
34
Stratos Wealth Partners
Ohio
$555K +$560K +16,675 New
P
35
&Partners
Tennessee
$551K +$556K +16,558 New
DWP
36
Daymark Wealth Partners
Ohio
$449K +$453K +13,495 New
VPP
37
Vertex Planning Partners
Illinois
$429K +$434K +12,911 New
PW
38
PUREfi Wealth
Massachusetts
$361K +$364K +10,855 New
Goldman Sachs
39
Goldman Sachs
New York
$355K +$358K +10,666 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$333K -$426K -12,674 -56%
HWM
41
HB Wealth Management
Georgia
$328K +$332K +9,873 New
NW
42
NewEdge Wealth
Pennsylvania
$324K +$328K +9,755 New
FFS
43
Flavin Financial Services
Florida
$320K +$323K +9,618 New
CWM
44
Cornerstone Wealth Management
Missouri
$315K +$318K +9,467 New
UWP
45
Uniting Wealth Partners
Kansas
$312K +$315K +9,367 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$290K +$293K +8,712 New
Baird Financial Group
47
Baird Financial Group
Wisconsin
$265K +$267K +7,960 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$243K +$245K +7,298 New
Citadel Advisors
49
Citadel Advisors
Florida
$240K +$242K +7,222 New
DWM
50
Dakota Wealth Management
Florida
$232K +$234K +6,972 New
1
2
3 4

BGIG Hedge Fund Activity: Q1 2026 in Review

78 of the 8,129 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Income Growth ETF (BGIG) for Q1 2026, worth a combined $467M — up 194% from $159M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BGIG positions and 4 closed out — a net gain of 51 holders — while 18 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Jane Street, exiting entirely with an estimated $462K sold.

  • 78 institutional investors held Bahl & Gaynor Income Growth ETF (BGIG) as of Q1 2026, up from 28 in Q4 2025.
  • Funds reported $467M of Bahl & Gaynor Income Growth ETF stock for Q1 2026, up 194% quarter-over-quarter.
  • 55 funds opened new Bahl & Gaynor Income Growth ETF positions in Q1 2026 and 4 closed out, a net change of +51 holders.
  • The largest Bahl & Gaynor Income Growth ETF buyer in Q1 2026 was Morgan Stanley, an estimated $153M added.
  • The largest Bahl & Gaynor Income Growth ETF seller in Q1 2026 was Jane Street, an estimated $462K sold.

Based on aggregated 13F filings for Q1 2026.