We are live on ! Find out more
BGIG icon

Bahl & Gaynor Income Growth ETF

18 hedge funds and large institutions have $50.9M invested in Bahl & Gaynor Income Growth ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more capital invested

Capital invested by funds: $20.3M → $50.9M (+$30.6M)

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

38% more funds holding

Funds holding: 1318 (+5)

11.64% more ownership

Funds ownership: 9.8%21.44% (+12%)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$17.9M +$17.1M +586,908 New
Raymond James Financial
2
Raymond James Financial
Florida
$10.7M +$3.69M +126,561 +56%
US Bancorp
3
US Bancorp
Minnesota
$3.67M -$10.2K -351 -0.3%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$3.31M +$2.67M +91,520 +535%
PCIA
5
Prime Capital Investment Advisors
Kansas
$2.69M +$351K +12,011 +16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.48M +$1.46M +50,100 +160%
Wells Fargo
7
Wells Fargo
California
$2.33M +$2.23M +76,483 New
AWE
8
Avidian Wealth Enterprises
Texas
$2.2M -$733K -25,114 -26%
HWMO
9
Heritage Wealth Management (Ohio)
Ohio
$1.61M
MML Investors Services
10
MML Investors Services
Massachusetts
$1.48M +$1.42M +48,720 New
Stifel Financial
11
Stifel Financial
Missouri
$567K +$544K +18,645 New
Jane Street
12
Jane Street
New York
$527K +$505K +17,314 New
HighTower Advisors
13
HighTower Advisors
Illinois
$415K +$398K +13,627 New
CWM
14
Centric Wealth Management
Illinois
$349K +$125K +4,271 +60%
SA
15
Sanctuary Advisors
Indiana
$278K +$267K +9,132 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$216K +$207K +7,107 New
Truist Financial
17
Truist Financial
North Carolina
$205K +$197K +6,741 New
Morgan Stanley
18
Morgan Stanley
New York
$524 -$29 -1 -6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
-$1.06M -35,841 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$381K -12,874 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$232K -7,845 Closed
UBS Group
22
UBS Group
Switzerland
-$1.19K -40 Closed

BGIG Hedge Fund Activity: Q2 2025 in Review

18 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Income Growth ETF (BGIG) for Q2 2025, worth a combined $50.9M — up 151% from $20.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BGIG positions and 4 closed out — a net gain of 5 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $17.1M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $1.06M sold.

  • 18 institutional investors held Bahl & Gaynor Income Growth ETF (BGIG) as of Q2 2025, up from 13 in Q1 2025.
  • Funds reported $50.9M of Bahl & Gaynor Income Growth ETF stock for Q2 2025, up 151% quarter-over-quarter.
  • 9 funds opened new Bahl & Gaynor Income Growth ETF positions in Q2 2025 and 4 closed out, a net change of +5 holders.
  • The largest Bahl & Gaynor Income Growth ETF buyer in Q2 2025 was Bank of America, an estimated $17.1M added.
  • The largest Bahl & Gaynor Income Growth ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $1.06M sold.

Based on aggregated 13F filings for Q2 2025.