Bahl & Gaynor Income Growth ETF
BGIG
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.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
90% more capital invested
Capital invested by funds: $8.36M → $15.9M (+$7.55M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
4.27% more ownership
Funds ownership: 5.31% → 9.58% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$457K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$408K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$218K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$207K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$56.9K |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$15K |
| 3 |
Morgan Stanley
New York
|
-$373 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Raymond James Financial
St Petersburg,
Florida
| $6.54M | +$6.69M | +222,788 | New |
|
|
2
US Bancorp
Minneapolis,
Minnesota
| $3.55M | -$15K | -500 | -0.4% |
|
|
PCIA
3
Prime Capital Investment Advisors
Overland Park,
Kansas
| $2.73M | -$56.9K | -1,894 | -2% |
|
|
HWMO
4
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| $1.55M | – | – | – |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $473K | +$218K | +7,248 | +82% |
|
|
AWE
6
Avidian Wealth Enterprises
Houston,
Texas
| $446K | +$457K | +15,200 | New |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $408K | +$408K | +13,569 | +4,214% |
|
|
8
Truist Financial
Charlotte,
North Carolina
| $202K | +$207K | +6,889 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $6.1K | +$5.95K | +198 | +1,980% |
|
|
10
Morgan Stanley
New York
| – | -$373 | -12 | Closed |
|
BGIG Hedge Fund Activity: Q4 2024 in Review
9 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Income Growth ETF (BGIG) for Q4 2024, worth a combined $15.9M — up 90% from $8.36M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BGIG positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Avidian Wealth Enterprises, opening a new position worth an estimated $457K. The largest seller was Prime Capital Investment Advisors, cutting an estimated $56.9K.
- 9 institutional investors held Bahl & Gaynor Income Growth ETF (BGIG) as of Q4 2024, up from 7 in Q3 2024.
- Funds reported $15.9M of Bahl & Gaynor Income Growth ETF stock for Q4 2024, up 90% quarter-over-quarter.
- 3 funds opened new Bahl & Gaynor Income Growth ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest Bahl & Gaynor Income Growth ETF buyer in Q4 2024 was Avidian Wealth Enterprises, an estimated $457K added.
- The largest Bahl & Gaynor Income Growth ETF seller in Q4 2024 was Prime Capital Investment Advisors, an estimated $56.9K sold.
Based on aggregated 13F filings for Q4 2024.