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Bahl & Gaynor Income Growth ETF

78 hedge funds and large institutions have $467M invested in Bahl & Gaynor Income Growth ETF in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,275% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 4

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

194% more capital invested

Capital invested by funds: $159M → $467M (+$308M)

179% more funds holding

Funds holding: 2878 (+50)

63.66% more ownership

Funds ownership: 42.54%106.2% (+64%)

Holders
78
Holders Change
+50
Holders Change %
+178.57%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
55
Increased
18
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$152M +$153M +4,559,617 +319,749%
Bank of America
2
Bank of America
North Carolina
$112M +$20.1M +598,757 +22%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$28.7M +$25.6M +762,345 +753%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.1M +$22.1M +659,537 +999%
Raymond James Financial
5
Raymond James Financial
Florida
$20M +$3.28M +97,715 +19%
LPL Financial
6
LPL Financial
California
$19M +$19.2M +571,771 New
PCIA
7
Prime Capital Investment Advisors
Kansas
$17.5M +$691K +20,575 +4%
Wells Fargo
8
Wells Fargo
California
$16.6M +$5.83M +173,695 +54%
Truist Financial
9
Truist Financial
North Carolina
$14.5M +$14.5M +430,656 +6,389%
SA
10
Sanctuary Advisors
Indiana
$6.43M +$6.13M +182,571 +1,675%
Corient Private Wealth
11
Corient Private Wealth
Florida
$6.4M +$6.46M +192,343 New
AWE
12
Avidian Wealth Enterprises
Texas
$4.88M -$65K -1,936 -1%
US Bancorp
13
US Bancorp
Minnesota
$3.99M -$5.84K -174 -0.1%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$3.61M +$82.5K +2,458 +2%
MML Investors Services
15
MML Investors Services
Massachusetts
$3M +$1.26M +37,520 +71%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.78M +$2.58M +76,748 +1,135%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.17M +$1.52M +45,153 +224%
GFP
18
Gryphon Financial Partners
Ohio
$2.05M +$2.07M +61,577 New
KPWS
19
Kestra Private Wealth Services
Texas
$1.95M +$1.97M +58,738 New
HWMO
20
Heritage Wealth Management (Ohio)
Ohio
$1.76M
CWM
21
Centric Wealth Management
Illinois
$1.74M +$1.04M +30,942 +161%
Stifel Financial
22
Stifel Financial
Missouri
$1.69M +$1.01M +30,174 +146%
DADC
23
D.A. Davidson & Co
Montana
$1.65M +$1.66M +49,478 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.41M +$1.42M +42,315 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$1.38M +$1.39M +41,432 New

BGIG Hedge Fund Activity: Q1 2026 in Review

78 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Income Growth ETF (BGIG) for Q1 2026, worth a combined $467M — up 194% from $159M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BGIG positions and 4 closed out — a net gain of 51 holders — while 18 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Jane Street, exiting entirely with an estimated $462K sold.

  • 78 institutional investors held Bahl & Gaynor Income Growth ETF (BGIG) as of Q1 2026, up from 28 in Q4 2025.
  • Funds reported $467M of Bahl & Gaynor Income Growth ETF stock for Q1 2026, up 194% quarter-over-quarter.
  • 55 funds opened new Bahl & Gaynor Income Growth ETF positions in Q1 2026 and 4 closed out, a net change of +51 holders.
  • The largest Bahl & Gaynor Income Growth ETF buyer in Q1 2026 was Morgan Stanley, an estimated $153M added.
  • The largest Bahl & Gaynor Income Growth ETF seller in Q1 2026 was Jane Street, an estimated $462K sold.

Based on aggregated 13F filings for Q1 2026.