Polen Dividend Income ETF
DIVZ
7 hedge funds and large institutions have $47.4M invested in Polen Dividend Income ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
6% more capital invested
Capital invested by funds: $44.9M → $47.4M (+$2.52M)
0.87% more ownership
Funds ownership: 78.86% → 79.73% (+0.87%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Titleist Capital
San Antonio,
Texas
|
+$4.83M |
| 2 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$2.36M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$973K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$692K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$297K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.92M |
| 2 |
CP
Castleview Partners
Dallas,
Texas
|
-$591K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
1
Titleist Capital
San Antonio,
Texas
| $29.4M | +$4.83M | +169,847 | +18% |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $15.1M | +$2.36M | +82,778 | +17% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $885K | +$973K | +34,211 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $828K | +$297K | +10,427 | +48% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $799K | +$692K | +24,332 | +370% |
|
|
BCM
6
Brookstone Capital Management
Wheaton,
Illinois
| $408K | -$1.92M | -67,332 | -81% |
|
|
CP
7
Castleview Partners
Dallas,
Texas
| $14K | -$591K | -20,783 | -97% |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$18K | -646 | Closed |
|
DIVZ Hedge Fund Activity: Q3 2022 in Review
7 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q3 2022, worth a combined $47.4M — up 5.6% from $44.9M a quarter earlier.
Fund positioning in DIVZ was balanced in Q3 2022: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Titleist Capital, adding an estimated $4.83M. The largest seller was Brookstone Capital Management, cutting an estimated $1.92M.
- 7 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $47.4M of Polen Dividend Income ETF stock for Q3 2022, up 5.6% quarter-over-quarter.
- 1 fund opened new Polen Dividend Income ETF positions in Q3 2022 and 1 closed out, a net change of 0 holders.
- The largest Polen Dividend Income ETF buyer in Q3 2022 was Titleist Capital, an estimated $4.83M added.
- The largest Polen Dividend Income ETF seller in Q3 2022 was Brookstone Capital Management, an estimated $1.92M sold.
Based on aggregated 13F filings for Q3 2022.