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Polen Dividend Income ETF
DIVZ

2 hedge funds and large institutions have $10.6M invested in Polen Dividend Income ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

53,070% more capital invested

Capital invested by funds: $20K → $10.6M (+$10.6M)

100% more funds holding

Funds holding: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

29.87% more ownership

Funds ownership: 0.1% → 29.97% (+30%)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WCG
Weaver Consulting Group
California
+$10.2M
2
TRCT
Tower Research Capital (TRC)
New York
+$440K

Top Sellers

Rank Fund Capital Flow
1
RWB
RMR Wealth Builders
New Jersey
-$20K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
1
Weaver Consulting Group
California
$10.2M +$10.2M +359,217 New
TRCT
2
Tower Research Capital (TRC)
New York
$437K +$440K +15,405 New
RWB
3
RMR Wealth Builders
New Jersey
– -$20K -712 Closed

DIVZ Hedge Fund Activity: Q2 2021 in Review

2 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q2 2021, worth a combined $10.6M — up 53,070% from $20K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new DIVZ positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Weaver Consulting Group, opening a new position worth an estimated $10.2M. The largest seller was RMR Wealth Builders, exiting entirely with an estimated $20K sold.

  • 2 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q2 2021, up from 1 in Q1 2021.
  • Funds reported $10.6M of Polen Dividend Income ETF stock for Q2 2021, up 53,070% quarter-over-quarter.
  • 2 funds opened new Polen Dividend Income ETF positions in Q2 2021 and 1 closed out, a net change of +1 holder.
  • The largest Polen Dividend Income ETF buyer in Q2 2021 was Weaver Consulting Group, an estimated $10.2M added.
  • The largest Polen Dividend Income ETF seller in Q2 2021 was RMR Wealth Builders, an estimated $20K sold.

Based on aggregated 13F filings for Q2 2021.