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Bahl & Gaynor Income Growth ETF

9 hedge funds and large institutions have $15.9M invested in Bahl & Gaynor Income Growth ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$6.54M +$6.54M +222,788 New
US Bancorp
2
US Bancorp
Minnesota
$3.55M -$14.7K -500 -0.4%
PCIA
3
Prime Capital Investment Advisors
Kansas
$2.73M -$55.6K -1,894 -2%
HWMO
4
Heritage Wealth Management (Ohio)
Ohio
$1.55M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$473K +$213K +7,248 +82%
AWE
6
Avidian Wealth Enterprises
Texas
$446K +$446K +15,200 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$408K +$399K +13,569 +4,214%
Truist Financial
8
Truist Financial
North Carolina
$202K +$202K +6,889 New
UBS Group
9
UBS Group
Switzerland
$6.1K +$5.81K +198 +1,980%
Morgan Stanley
10
Morgan Stanley
New York
-$373 -12 Closed