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Bahl & Gaynor Income Growth ETF

21 hedge funds and large institutions have $96.8M invested in Bahl & Gaynor Income Growth ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

90% more capital invested

Capital invested by funds: $50.9M → $96.8M (+$45.9M)

17% more funds holding

Funds holding: 1821 (+3)

9.24% more ownership

Funds ownership: 21.44%30.68% (+9.2%)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
5
Closed
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
$52.2M +$32.2M +1,033,648 +176%
Raymond James Financial
2
Raymond James Financial
Florida
$15.9M +$4.45M +142,809 +41%
Wells Fargo
3
Wells Fargo
California
$4.92M +$2.38M +76,333 +100%
AWE
4
Avidian Wealth Enterprises
Texas
$4.71M +$2.3M +73,861 +102%
US Bancorp
5
US Bancorp
Minnesota
$3.87M -$16.2K -518 -0.4%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$2.99M -$490K -15,698 -14%
PCIA
7
Prime Capital Investment Advisors
Kansas
$2.85M +$811 +26 +0%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.73M +$103K +3,302 +4%
HWMO
9
Heritage Wealth Management (Ohio)
Ohio
$1.71M
MML Investors Services
10
MML Investors Services
Massachusetts
$1.57M -$873 -28 -0.1%
Stifel Financial
11
Stifel Financial
Missouri
$610K +$9.23K +296 +2%
HighTower Advisors
12
HighTower Advisors
Illinois
$509K +$67.4K +2,162 +16%
SA
13
Sanctuary Advisors
Indiana
$487K +$187K +6,000 +66%
CWM
14
Centric Wealth Management
Illinois
$474K +$109K +3,488 +31%
Jane Street
15
Jane Street
New York
$438K -$116K -3,720 -21%
BRWA
16
B. Riley Wealth Advisors
Florida
$335K +$324K +10,400 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$235K +$5.68K +182 +3%
Truist Financial
18
Truist Financial
North Carolina
$217K
Comerica Bank
19
Comerica Bank
Texas
$51.5K +$49.9K +1,600 New
DF
20
DecisionPoint Financial
Arizona
$3.11K +$2.99K +96 New
Morgan Stanley
21
Morgan Stanley
New York
$460 -$94 -3 -18%