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Bridges Capital Tactical ETF
BDGS performance and flow charts
Performance
Flows
Historic performance and flows
Data as of July 30, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -0.87% | -0.32% | +3.79% | +8.96% | +44.16% | |
| Flows | -$2M | -$18K | -$4M | +$44K | +$15M | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Bridges Capital |
| N° of holdings | 11 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | May 11, 2023 |
| ESG | No |
More data and info about BDGS on Trackinsight
Exposure
Data as of June 30, 2026Diversification
Total weight of top 11 holdings out of 11
Top 11 Holdings
Sectors
Countries
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +8.30% | +6.99% | +8.43% | |
Max drawdown | -4.76% | -4.76% | -9.07% | |
Max drawdown duration | 60d | 60d | 109d | N/A |
Time to recover | N/A | N/A | 63d | N/A |
What type of ETF is BDGS?
BDGS is a Active ETF that provides exposure to Equity assets. It is managed by Bridges Capital.
What does BDGS invest in?
This ETF provides exposure to Other US Equities. It is part of the segment: US All Cap.
What is the expense ratio of BDGS?
The total expense ratio (TER) of BDGS is 0.87%, representing the annual fee charged by the fund manager.
When was BDGS launched?
BDGS was launched on May 11, 2023, marking its entry into the ETF market.
Who is the issuer of BDGS?
BDGS is issued by Bridges Capital.
What is the AUM of BDGS?
As of July 30, 2026, BDGS manages $42.11 M, reflecting the total assets held in the fund.
How has BDGS performed recently?
As of July 30, 2026, BDGS delivered a return of -0.87% over the past month (1M performance), -0.32% over the past three months (3M), and 3.79% year-to-date (YTD).
What are the recent fund flows for BDGS?
As of July 30, 2026, BDGS has seen net flows of -$2M in the past month (1M flow) and -$4M year-to-date (YTD).
Does BDGS pay dividends?
As of July 30, 2026, BDGS has a trailing 12-month distribution yield of 0.53%.
How many holdings are in BDGS
As of June 30, 2026, BDGS holds 11 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is BDGS?
As of June 30, 2026, BDGS holds 11 securities.
What are the top holdings of BDGS?
As of June 30, 2026, BDGS holds a portfolio of 11 underlyings, with its largest positions including US02072L5654, USA, Notes 3.5% 30sep2026, USD (BH-2026) and Microsoft Corp.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does BDGS invest in?
As of June 30, 2026, BDGS has its largest geographic exposures in USA.
What sectors or themes does BDGS focus on?
As of June 30, 2026, BDGS is primarily exposed to Technology and Sovereign.
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