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Bahl & Gaynor Income Growth ETF
BGIG

13 hedge funds and large institutions have $20.3M invested in Bahl & Gaynor Income Growth ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

44% more funds holding

Funds holding: 9 → 13 (+4)

28% more capital invested

Capital invested by funds: $15.9M → $20.3M (+$4.39M)

0.22% more ownership

Funds ownership: 9.58% → 9.8% (+0.22%)

Holders
13
Holders Change
+4
Holders Change %
+44.44%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWE
Avidian Wealth Enterprises
Texas
+$2.45M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$654K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$509K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$455K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$383K

Top Sellers

Rank Fund Capital Flow
1
PCIA
Prime Capital Investment Advisors
Kansas
-$494K
2
Truist Financial
Truist Financial
North Carolina
-$202K
3
UBS Group
UBS Group
Switzerland
-$5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$6.66M +$59.1K +1,985 +0.9%
US Bancorp
2
US Bancorp
Minnesota
$3.59M – – –
AWE
3
Avidian Wealth Enterprises
Texas
$2.89M +$2.45M +82,224 +541%
PCIA
4
Prime Capital Investment Advisors
Kansas
$2.27M -$494K -16,598 -18%
HWMO
5
Heritage Wealth Management (Ohio)
Ohio
$1.57M – – –
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.06M +$654K +21,950 +158%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$931K +$455K +15,281 +95%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$506K +$509K +17,094 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$381K +$383K +12,874 New
Citadel Advisors
10
Citadel Advisors
Florida
$232K +$234K +7,845 New
CWM
11
Centric Wealth Management
Illinois
$210K +$211K +7,089 New
UBS Group
12
UBS Group
Switzerland
$1.19K -$5K -168 -81%
Morgan Stanley
13
Morgan Stanley
New York
$548 +$536 +18 New
Truist Financial
14
Truist Financial
North Carolina
– -$202K -6,889 Closed

BGIG Hedge Fund Activity: Q1 2025 in Review

13 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Income Growth ETF (BGIG) for Q1 2025, worth a combined $20.3M — up 28% from $15.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BGIG positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Avidian Wealth Enterprises, adding an estimated $2.45M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $494K.

  • 13 institutional investors held Bahl & Gaynor Income Growth ETF (BGIG) as of Q1 2025, up from 9 in Q4 2024.
  • Funds reported $20.3M of Bahl & Gaynor Income Growth ETF stock for Q1 2025, up 28% quarter-over-quarter.
  • 5 funds opened new Bahl & Gaynor Income Growth ETF positions in Q1 2025 and 1 closed out, a net change of +4 holders.
  • The largest Bahl & Gaynor Income Growth ETF buyer in Q1 2025 was Avidian Wealth Enterprises, an estimated $2.45M added.
  • The largest Bahl & Gaynor Income Growth ETF seller in Q1 2025 was Prime Capital Investment Advisors, an estimated $494K sold.

Based on aggregated 13F filings for Q1 2025.