Bahl & Gaynor Income Growth ETF
BGIG
7 hedge funds and large institutions have $8.36M invested in Bahl & Gaynor Income Growth ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
40% more funds holding
Funds holding: 5 → 7 (+2)
0.81% less ownership
Funds ownership: 6.12% → 5.31% (-0.81%)
6% less capital invested
Capital invested by funds: $8.86M → $8.36M (-$495K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$256K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$288 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$783K |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$581K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
US Bancorp
Minneapolis,
Minnesota
| $3.65M | – | – | – |
|
|
PCIA
2
Prime Capital Investment Advisors
Overland Park,
Kansas
| $2.85M | -$581K | -20,150 | -17% |
|
|
HWMO
3
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| $1.59M | – | – | – |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $266K | +$256K | +8,880 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | -$783K | -27,142 | -99% |
|
6
Morgan Stanley
New York
| $373 | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $300 | +$288 | +10 | New |
|
BGIG Hedge Fund Activity: Q3 2024 in Review
7 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Income Growth ETF (BGIG) for Q3 2024, worth a combined $8.36M — down 5.6% from $8.86M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BGIG positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $256K. The largest seller was Royal Bank of Canada, cutting an estimated $783K.
- 7 institutional investors held Bahl & Gaynor Income Growth ETF (BGIG) as of Q3 2024, up from 5 in Q2 2024.
- Funds reported $8.36M of Bahl & Gaynor Income Growth ETF stock for Q3 2024, down 5.6% quarter-over-quarter.
- 2 funds opened new Bahl & Gaynor Income Growth ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
- The largest Bahl & Gaynor Income Growth ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $256K added.
- The largest Bahl & Gaynor Income Growth ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $783K sold.
Based on aggregated 13F filings for Q3 2024.