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Polen Dividend Income ETF
DIVZ

3 hedge funds and large institutions have $11M invested in Polen Dividend Income ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 2 → 3 (+1)

4% more capital invested

Capital invested by funds: $10.6M → $11M (+$385K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

3.11% less ownership

Funds ownership: 29.97% → 26.86% (-3.1%)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WCG
Weaver Consulting Group
California
+$1.01M
2
UBS Group
UBS Group
Switzerland
+$33.8K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$392K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
1
Weaver Consulting Group
California
$10.9M +$1.01M +35,394 +10%
TRCT
2
Tower Research Capital (TRC)
New York
$46K -$392K -13,740 -89%
UBS Group
3
UBS Group
Switzerland
$33K +$33.8K +1,184 New

DIVZ Hedge Fund Activity: Q3 2021 in Review

3 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q3 2021, worth a combined $11M — up 3.6% from $10.6M a quarter earlier.

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

The largest buyer was Weaver Consulting Group, adding an estimated $1.01M. The largest seller was Tower Research Capital (TRC), cutting an estimated $392K.

  • 3 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q3 2021, up from 2 in Q2 2021.
  • Funds reported $11M of Polen Dividend Income ETF stock for Q3 2021, up 3.6% quarter-over-quarter.
  • 1 fund opened new Polen Dividend Income ETF positions in Q3 2021 and 0 closed out, a net change of +1 holder.
  • The largest Polen Dividend Income ETF buyer in Q3 2021 was Weaver Consulting Group, an estimated $1.01M added.
  • The largest Polen Dividend Income ETF seller in Q3 2021 was Tower Research Capital (TRC), an estimated $392K sold.

Based on aggregated 13F filings for Q3 2021.