Polen Dividend Income ETF
DIVZ
4 hedge funds and large institutions have $42.9M invested in Polen Dividend Income ETF in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
21% more capital invested
Capital invested by funds: $35.6M → $42.9M (+$7.36M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
20% less funds holding
Funds holding: 5 → 4 (-1)
44.09% less ownership
Funds ownership: 125.69% → 81.6% (-44%)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Titleist Capital
San Antonio,
Texas
|
+$3.66M |
| 2 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$961K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$22.5M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$327K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$37K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
1
Titleist Capital
San Antonio,
Texas
| $27.1M | +$3.66M | +121,811 | +16% |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $14.5M | +$961K | +32,029 | +7% |
|
|
CP
3
Castleview Partners
Dallas,
Texas
| $975K | -$22.5M | -750,052 | -96% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $284K | +$281K | +9,347 | New |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| – | -$327K | -11,304 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$37K | -1,268 | Closed |
|
DIVZ Hedge Fund Activity: Q1 2022 in Review
4 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q1 2022, worth a combined $42.9M — up 21% from $35.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DIVZ and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Titleist Capital, adding an estimated $3.66M. The largest seller was Castleview Partners, cutting an estimated $22.5M.
- 4 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q1 2022, down from 5 in Q4 2021.
- Funds reported $42.9M of Polen Dividend Income ETF stock for Q1 2022, up 21% quarter-over-quarter.
- 1 fund opened new Polen Dividend Income ETF positions in Q1 2022 and 2 closed out, a net change of -1 holder.
- The largest Polen Dividend Income ETF buyer in Q1 2022 was Titleist Capital, an estimated $3.66M added.
- The largest Polen Dividend Income ETF seller in Q1 2022 was Castleview Partners, an estimated $22.5M sold.
Based on aggregated 13F filings for Q1 2022.