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Bahl & Gaynor Income Growth ETF
BGIG

28 hedge funds and large institutions have $159M invested in Bahl & Gaynor Income Growth ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

64% more capital invested

Capital invested by funds: $96.8M → $159M (+$62.2M)

33% more funds holding

Funds holding: 21 → 28 (+7)

11.86% more ownership

Funds ownership: 30.68% → 42.54% (+12%)

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$36.9M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$13.5M
3
Wells Fargo
Wells Fargo
California
+$5.54M
4
USCWA
U.S. Capital Wealth Advisors
Texas
+$3.42M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$732K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$606K
2
SA
Sanctuary Advisors
Indiana
-$137K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$17.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$89.5M +$36.9M +1,144,213 +71%
PCIA
2
Prime Capital Investment Advisors
Kansas
$16.4M +$13.5M +418,037 +472%
Raymond James Financial
3
Raymond James Financial
Florida
$16.3M +$306K +9,494 +2%
Wells Fargo
4
Wells Fargo
California
$10.5M +$5.54M +171,801 +112%
AWE
5
Avidian Wealth Enterprises
Texas
$4.81M +$83.8K +2,596 +2%
US Bancorp
6
US Bancorp
Minnesota
$3.89M – – –
USCWA
7
U.S. Capital Wealth Advisors
Texas
$3.43M +$3.42M +106,116 New
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$3.28M +$269K +8,341 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.14M -$606K -18,784 -22%
HWMO
10
Heritage Wealth Management (Ohio)
Ohio
$1.71M – – –
MML Investors Services
11
MML Investors Services
Massachusetts
$1.7M +$128K +3,972 +8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$734K +$732K +22,687 New
Stifel Financial
13
Stifel Financial
Missouri
$669K +$55.7K +1,727 +9%
HighTower Advisors
14
HighTower Advisors
Illinois
$652K +$141K +4,373 +28%
CWM
15
Centric Wealth Management
Illinois
$643K +$141K +4,373 +29%
Comerica Bank
16
Comerica Bank
Texas
$479K +$426K +13,192 +825%
Jane Street
17
Jane Street
New York
$462K +$22.1K +686 +5%
SA
18
Sanctuary Advisors
Indiana
$353K -$137K -4,232 -28%
BRWA
19
B. Riley Wealth Advisors
Florida
$336K – – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$246K +$246K +7,609 New
LC
21
LCNB Corp
Ohio
$226K +$226K +7,000 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$219K -$17.1K -529 -7%
Truist Financial
23
Truist Financial
North Carolina
$218K – – –
KAS
24
Kestra Advisory Services
Texas
$97.1K +$96.8K +3,000 New
Morgan Stanley
25
Morgan Stanley
New York
$46.1K +$45.6K +1,412 +10,086%
1
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BGIG Hedge Fund Activity: Q4 2025 in Review

28 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Income Growth ETF (BGIG) for Q4 2025, worth a combined $159M — up 64% from $96.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BGIG positions and 0 closed out — a net gain of 7 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, adding an estimated $36.9M. The largest seller was Envestnet Asset Management, cutting an estimated $606K.

  • 28 institutional investors held Bahl & Gaynor Income Growth ETF (BGIG) as of Q4 2025, up from 21 in Q3 2025.
  • Funds reported $159M of Bahl & Gaynor Income Growth ETF stock for Q4 2025, up 64% quarter-over-quarter.
  • 7 funds opened new Bahl & Gaynor Income Growth ETF positions in Q4 2025 and 0 closed out, a net change of +7 holders.
  • The largest Bahl & Gaynor Income Growth ETF buyer in Q4 2025 was Bank of America, an estimated $36.9M added.
  • The largest Bahl & Gaynor Income Growth ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $606K sold.

Based on aggregated 13F filings for Q4 2025.