Bahl & Gaynor Income Growth ETF (BGIG) is an actively managed exchange-traded fund that invests primarily in dividend-paying U.S.-listed equity securities of large capitalization companies, focusing on high-quality businesses capable of compounding capital and dividends at attractive growth rates; its portfolio includes top holdings such as Broadcom Inc., Eli Lilly & Co., Johnson & Johnson, AbbVie Inc., and Microsoft Corp., with sector allocations emphasizing technology, healthcare, financial services, energy, and industrials; the fund also maintains short-term investments like U.S. Treasury Bills and cash equivalents.
Managed by Bahl & Gaynor Investment Counsel, founded in 1990 and headquartered in Cincinnati, Ohio, the ETF trades on the NYSE Arca with a CUSIP of 26922B527, an expense ratio of 0.45%, and assets under management of approximately $317.4 million as of recent reports.
In December 2024, Bahl & Gaynor launched two additional ETFs--the Bahl & Gaynor Dividend ETF (BGDV) and the Bahl & Gaynor Small Cap Dividend ETF (SCDV)--expanding its lineup to four active ETFs representing its core dividend growth strategies for large-cap and small/mid-cap segments, with the new funds attracting nearly $800 million in investments shortly after inception. These launches complement BGIG and the Small/Mid Cap Income Growth ETF (SMIG), providing investors with varying emphases on current yield, income growth, and higher growth potential while maintaining tax efficiency advantages over mutual funds. The firm, a 100% employee-owned independent registered investment advisor overseeing about $53 billion in total assets, continues to prioritize fundamental dividend growth equity investing for high net worth and institutional clients nationwide.