Bahl & Gaynor Income Growth ETF
BGIG
5 hedge funds and large institutions have $5.97M invested in Bahl & Gaynor Income Growth ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
28% more capital invested
Capital invested by funds: $4.66M → $5.97M (+$1.31M)
0.53% more ownership
Funds ownership: 4.06% → 4.58% (+0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$1.83M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$486K |
| 3 |
Morgan Stanley
New York
|
+$318 |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
-$1.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
US Bancorp
Minneapolis,
Minnesota
| $3.39M | – | – | – |
|
|
PCIA
2
Prime Capital Investment Advisors
Overland Park,
Kansas
| $1.92M | +$1.83M | +69,116 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $659K | +$486K | +18,348 | +340% |
|
|
4
Morgan Stanley
New York
| $356 | +$318 | +12 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $28 | +$27 | +1 | New |
|
|
SWM
6
Scissortail Wealth Management
Tulsa,
Oklahoma
| – | -$1.39M | -53,000 | Closed |
|
BGIG Hedge Fund Activity: Q1 2024 in Review
5 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Income Growth ETF (BGIG) for Q1 2024, worth a combined $5.97M — up 28% from $4.66M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BGIG positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $1.83M. The largest seller was Scissortail Wealth Management, exiting entirely with an estimated $1.39M sold.
- 5 institutional investors held Bahl & Gaynor Income Growth ETF (BGIG) as of Q1 2024, up from 3 in Q4 2023.
- Funds reported $5.97M of Bahl & Gaynor Income Growth ETF stock for Q1 2024, up 28% quarter-over-quarter.
- 3 funds opened new Bahl & Gaynor Income Growth ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest Bahl & Gaynor Income Growth ETF buyer in Q1 2024 was Prime Capital Investment Advisors, an estimated $1.83M added.
- The largest Bahl & Gaynor Income Growth ETF seller in Q1 2024 was Scissortail Wealth Management, an estimated $1.39M sold.
Based on aggregated 13F filings for Q1 2024.