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Bahl & Gaynor Income Growth ETF

5 hedge funds and large institutions have $8.86M invested in Bahl & Gaynor Income Growth ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

48% more capital invested

Capital invested by funds: $5.97M → $8.86M (+$2.89M)

1.54% more ownership

Funds ownership: 4.58%6.12% (+1.5%)

0% more funds holding

Funds holding: 55 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
5
Holders Change
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$3.39M -$15.6K -568 -0.5%
PCIA
2
Prime Capital Investment Advisors
Kansas
$3.21M +$1.27M +46,073 +67%
HWMO
3
Heritage Wealth Management (Ohio)
Ohio
$1.48M +$1.46M +53,000 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$766K +$102K +3,716 +16%
Morgan Stanley
5
Morgan Stanley
New York
$339
UBS Group
6
UBS Group
Switzerland
-$28 -1 Closed

BGIG Hedge Fund Activity: Q2 2024 in Review

5 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Income Growth ETF (BGIG) for Q2 2024, worth a combined $8.86M — up 48% from $5.97M a quarter earlier.

Fund positioning in BGIG was balanced in Q2 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $1.27M. The largest seller was US Bancorp, cutting an estimated $15.6K.

  • 5 institutional investors held Bahl & Gaynor Income Growth ETF (BGIG) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $8.86M of Bahl & Gaynor Income Growth ETF stock for Q2 2024, up 48% quarter-over-quarter.
  • 1 fund opened new Bahl & Gaynor Income Growth ETF positions in Q2 2024 and 1 closed out, a net change of 0 holders.
  • The largest Bahl & Gaynor Income Growth ETF buyer in Q2 2024 was Prime Capital Investment Advisors, an estimated $1.27M added.
  • The largest Bahl & Gaynor Income Growth ETF seller in Q2 2024 was US Bancorp, an estimated $15.6K sold.

Based on aggregated 13F filings for Q2 2024.