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Bahl & Gaynor Income Growth ETF

79 hedge funds and large institutions have $469M invested in Bahl & Gaynor Income Growth ETF in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 4

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

195% more capital invested

Capital invested by funds: $159M → $469M (+$310M)

182% more funds holding

Funds holding: 2879 (+51)

64.02% more ownership

Funds ownership: 42.54%106.56% (+64%)

Holders
79
Holders Change
+51
Holders Change %
+182.14%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
56
Increased
18
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Dakota Wealth Management
Florida
$232K +$234K +6,972 New
KC
52
Kinloch Capital
Virginia
$229K +$231K +6,884 New
Osaic Holdings
53
Osaic Holdings
Arizona
$226K +$228K +6,789 New
IP
54
Indivisible Partners
Florida
$223K +$225K +6,695 New
SEIA
55
Signature Estate & Investment Advisors
California
$220K +$222K +6,600 New
VAS
56
Vestmark Advisory Solutions
Massachusetts
$217K +$219K +6,531 New
MYIA
57
Mount Yale Investment Advisors
Colorado
$217K +$219K +6,532 New
FBB
58
Fulton Breakefield Broenniman
Maryland
$211K +$213K +6,344 New
Creative Planning
59
Creative Planning
Kansas
$207K +$209K +6,218 New
NA
60
NewEdge Advisors
Louisiana
$201K +$203K +6,052 New
AF
61
Allworth Financial
California
$192K +$194K +5,782 New
AIM
62
Anchor Investment Management
South Carolina
$126K +$127K +3,789 New
SPIA
63
Steward Partners Investment Advisory
New York
$94.4K +$95.3K +2,839 New
JP Morgan Chase
64
JP Morgan Chase
New York
$83.6K +$85.8K +2,554 New
S
65
SignatureFD
Georgia
$82.2K +$83K +2,471 New
AssetMark Inc
66
AssetMark Inc
California
$81.4K +$82.1K +2,446 New
AF
67
Advisornet Financial
Minnesota
$79.8K +$80.6K +2,400 New
IA
68
IFP Advisors
Florida
$45.9K +$44.3K +1,318 +2,126%
AC
69
AlphaCore Capital
California
$42.7K +$43.1K +1,285 New
ASN
70
Advisory Services Network
Georgia
$36K +$36.3K +1,082 New
FCAS
71
First Command Advisory Services
Texas
$27.8K +$28.1K +836 New
FFA
72
Farther Finance Advisors
California
$25K +$25.2K +751 New
ACA
73
Aptus Capital Advisors
Alabama
$21.4K +$21.6K +644 New
AAP
74
Arax Advisory Partners
Colorado
$20K +$20.2K +601 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$13.8K +$13.9K +413 +41,300%

BGIG Hedge Fund Activity: Q1 2026 in Review

79 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Income Growth ETF (BGIG) for Q1 2026, worth a combined $469M — up 195% from $159M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BGIG positions and 4 closed out — a net gain of 52 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.

  • 79 institutional investors held Bahl & Gaynor Income Growth ETF (BGIG) as of Q1 2026, up from 28 in Q4 2025.
  • Funds reported $469M of Bahl & Gaynor Income Growth ETF stock for Q1 2026, up 195% quarter-over-quarter.
  • 56 funds opened new Bahl & Gaynor Income Growth ETF positions in Q1 2026 and 4 closed out, a net change of +52 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.