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BDVG · IMGP Berkshire Dividend Growth ETF

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$15.23 -0.04 (-0.27%) At close · Aug 14

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$15.23 Open$15.25 Day$15.23–15.26 52W close$12.43–15.31 Avg vol 30d19K Short int72K · 5.6d Short vol50% DataJun 2023–Aug 2026

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Bearish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 14.3 · calm Equity put/call 0.52
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +12%
above
Price vs 50-day avg +4%
above
RSI (14) 66
neutral
MACD trend Positive
52-week position 97%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +4%
trailing
6-month return +12%
trailing
YTD return +19%
this year
Relative strength −2%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $15 › 200d $14 — 50d above 200d
Institutional flow Distributing
-40% holders QoQ
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
▲ +130.2% MoM · 5.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
6 holders — mid 3-yr range
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 10%
annualized · 1-yr
Max drawdown −7%
past year
ATR 1.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+12% Bullish
Price vs 50-day avg
+4% Bullish
RSI (14)
66 Neutral
MACD trend
Positive Bullish
52-week position
97% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $15 › 200d $14 — 50d above 200d
Institutional flow Distributing
-40% holders QoQ
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
▲ +130.2% MoM · 5.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
6 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $12 Now $15 · 97% Range high $15
vs 200-day avg +12% vs 50-day avg +4%

Illustrative technical + ownership context — a signal mix, not investment advice.

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
6
Net QoQ
-171.1K sh
Top holder
Waverly Advisors, LLC
View
Short & Settlement
Short Interest Rising
Shares short
71.8K
Days to cover
5.6d
Change
+40.6K sh
View
Short Volume
Short vol %
50%
As of
Aug 14, 2026
Short Total
View
Fails to Deliver
FTD shares
1.7K
Value
$24.2K
As of
Jul 14, 2026
View
Off-Exchange
Off-exchange %
73.4%
Week of
Jul 6, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Dec 26, 2024
This year
0
View

Performance

5D 20D 120D MTD YTD
BDVG +0.4% +4.3% +12.2% +2.7% +18.9%
SPY +0.4% +4.5% +13.8% +3.9% +13.9%
vs SPY +0.0% -0.2% -1.6% -1.2% +5.0%

Capital returns

Latest dividend
$0.058 / share · ex Jun 29, 2026
Raised 38.1%
Paid (TTM)
$0.213 / share · 4 payouts
Dividend yield (TTM, derived)
1.40%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1020425 CUSIP 53700T751 13F (30d) 6 filings 6 filers