Polen Dividend Income ETF
DIVZ
7 hedge funds and large institutions have $44.9M invested in Polen Dividend Income ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
5% more capital invested
Capital invested by funds: $42.9M → $44.9M (+$1.99M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.73% less ownership
Funds ownership: 81.6% → 78.86% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.46M |
| 2 |
TC
Titleist Capital
San Antonio,
Texas
|
+$2.24M |
| 3 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$663K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$364K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$319K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
1
Titleist Capital
San Antonio,
Texas
| $27.1M | +$2.24M | +75,545 | +8% |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $14M | +$663K | +22,337 | +5% |
|
|
BCM
3
Brookstone Capital Management
Wheaton,
Illinois
| $2.32M | +$2.46M | +82,727 | New |
|
|
CP
4
Castleview Partners
Dallas,
Texas
| $666K | -$319K | -10,756 | -34% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $605K | +$364K | +12,252 | +131% |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $184K | +$195K | +6,572 | New |
|
7
UBS Group
Zurich,
Switzerland
| $18K | +$19.2K | +646 | New |
|
DIVZ Hedge Fund Activity: Q2 2022 in Review
7 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q2 2022, worth a combined $44.9M — up 4.6% from $42.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DIVZ positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $2.46M. The largest seller was Castleview Partners, cutting an estimated $319K.
- 7 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q2 2022, up from 4 in Q1 2022.
- Funds reported $44.9M of Polen Dividend Income ETF stock for Q2 2022, up 4.6% quarter-over-quarter.
- 3 funds opened new Polen Dividend Income ETF positions in Q2 2022 and 0 closed out, a net change of +3 holders.
- The largest Polen Dividend Income ETF buyer in Q2 2022 was Brookstone Capital Management, an estimated $2.46M added.
- The largest Polen Dividend Income ETF seller in Q2 2022 was Castleview Partners, an estimated $319K sold.
Based on aggregated 13F filings for Q2 2022.