Polen Dividend Income ETF
DIVZ
11 hedge funds and large institutions have $55.4M invested in Polen Dividend Income ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
57% more funds holding
Funds holding: 7 → 11 (+4)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
17% more capital invested
Capital invested by funds: $47.4M → $55.4M (+$8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8.85% less ownership
Funds ownership: 79.73% → 70.88% (-8.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$2.53M |
| 2 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
+$813K |
| 3 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$677K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$212K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Titleist Capital
San Antonio,
Texas
|
-$920K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$885K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
1
Titleist Capital
San Antonio,
Texas
| $32M | -$920K | -32,118 | -3% |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $17.6M | +$677K | +23,635 | +4% |
|
|
AIP
3
Ahrens Investment Partners
Lafayette,
Louisiana
| $2.56M | +$2.53M | +88,350 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1.14M | +$212K | +7,385 | +23% |
|
|
I2I
5
Insight 2811 Inc
Chicago,
Illinois
| $822K | +$813K | +28,385 | New |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $692K | -$201K | -7,014 | -23% |
|
|
BCM
7
Brookstone Capital Management
Wheaton,
Illinois
| $470K | +$16.3K | +569 | +4% |
|
|
8
UBS Group
Zurich,
Switzerland
| $119K | +$118K | +4,102 | New |
|
|
CIAS
9
Capital Investment Advisory Services
Raleigh,
North Carolina
| $22.9K | +$22.6K | +790 | New |
|
|
CP
10
Castleview Partners
Dallas,
Texas
| $15.6K | – | – | – |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $4.34K | +$4.3K | +150 | New |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$885K | -34,211 | Closed |
|
DIVZ Hedge Fund Activity: Q4 2022 in Review
11 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q4 2022, worth a combined $55.4M — up 17% from $47.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DIVZ positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Ahrens Investment Partners, opening a new position worth an estimated $2.53M. The largest seller was Titleist Capital, cutting an estimated $920K.
- 11 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q4 2022, up from 7 in Q3 2022.
- Funds reported $55.4M of Polen Dividend Income ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 5 funds opened new Polen Dividend Income ETF positions in Q4 2022 and 1 closed out, a net change of +4 holders.
- The largest Polen Dividend Income ETF buyer in Q4 2022 was Ahrens Investment Partners, an estimated $2.53M added.
- The largest Polen Dividend Income ETF seller in Q4 2022 was Titleist Capital, an estimated $920K sold.
Based on aggregated 13F filings for Q4 2022.