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Polen Dividend Income ETF
DIVZ

5 hedge funds and large institutions have $35.6M invested in Polen Dividend Income ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more capital invested

Capital invested by funds: $11M → $35.6M (+$24.5M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

98.84% more ownership

Funds ownership: 26.86% → 125.69% (+99%)

67% more funds holding

Funds holding: 3 → 5 (+2)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
3
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WCG
Weaver Consulting Group
California
+$1.48M
2
TRCT
Tower Research Capital (TRC)
New York
+$277K
3
UBS Group
UBS Group
Switzerland
+$2.42K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1
Titleist Capital
Texas
$22.3M +$22.1M +770,318 New
WCG
2
Weaver Consulting Group
California
$12.9M +$1.48M +51,417 +13%
TRCT
3
Tower Research Capital (TRC)
New York
$327K +$277K +9,639 +579%
UBS Group
4
UBS Group
Switzerland
$37K +$2.42K +84 +7%
CP
5
Castleview Partners
Texas
$27.1K +$22.5M +782,129 New

DIVZ Hedge Fund Activity: Q4 2021 in Review

5 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q4 2021, worth a combined $35.6M — up 223% from $11M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new DIVZ positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Weaver Consulting Group, adding an estimated $1.48M.

  • 5 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q4 2021, up from 3 in Q3 2021.
  • Funds reported $35.6M of Polen Dividend Income ETF stock for Q4 2021, up 223% quarter-over-quarter.
  • 2 funds opened new Polen Dividend Income ETF positions in Q4 2021 and 0 closed out, a net change of +2 holders.
  • The largest Polen Dividend Income ETF buyer in Q4 2021 was Weaver Consulting Group, an estimated $1.48M added.

Based on aggregated 13F filings for Q4 2021.