Polen Dividend Income ETF
DIVZ
12 hedge funds and large institutions have $54.3M invested in Polen Dividend Income ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
10.32% more ownership
Funds ownership: 70.88% → 81.2% (+10%)
9% more funds holding
Funds holding: 11 → 12 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $55.4M → $54.3M (-$1.12M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$272K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$41.7K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$17.9K |
| 4 |
CP
Castleview Partners
Dallas,
Texas
|
+$1.2K |
| 5 |
HBW
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
+$285 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$1.82M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$557K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$62.3K |
| 4 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
-$21.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
1
Titleist Asset Management
San Antonio,
Texas
| $33.9M | +$34.9M | +1,222,986 | New |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $17.1M | +$272K | +9,546 | +2% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $1.13M | +$41.7K | +1,462 | +4% |
|
|
I2I
4
Insight 2811 Inc
Chicago,
Illinois
| $767K | -$21.4K | -750 | -3% |
|
|
AIP
5
Ahrens Investment Partners
Lafayette,
Louisiana
| $685K | -$1.82M | -63,675 | -72% |
|
|
BCM
6
Brookstone Capital Management
Wheaton,
Illinois
| $472K | +$17.9K | +628 | +4% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $122K | -$557K | -19,504 | -82% |
|
|
8
UBS Group
Zurich,
Switzerland
| $53.3K | -$62.3K | -2,182 | -53% |
|
|
CIAS
9
Capital Investment Advisory Services
Raleigh,
North Carolina
| $22.1K | +$200 | +7 | +0.9% |
|
|
CP
10
Castleview Partners
Dallas,
Texas
| $16.1K | +$1.2K | +42 | +8% |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $4.16K | – | – | – |
|
|
HBW
12
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | +$285 | +10 | New |
|
DIVZ Hedge Fund Activity: Q1 2023 in Review
12 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q1 2023, worth a combined $54.3M — down 2% from $55.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DIVZ positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Weaver Consulting Group, adding an estimated $272K. The largest seller was Ahrens Investment Partners, cutting an estimated $1.82M.
- 12 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q1 2023, up from 11 in Q4 2022.
- Funds reported $54.3M of Polen Dividend Income ETF stock for Q1 2023, down 2% quarter-over-quarter.
- 2 funds opened new Polen Dividend Income ETF positions in Q1 2023 and 0 closed out, a net change of +2 holders.
- The largest Polen Dividend Income ETF buyer in Q1 2023 was Weaver Consulting Group, an estimated $272K added.
- The largest Polen Dividend Income ETF seller in Q1 2023 was Ahrens Investment Partners, an estimated $1.82M sold.
Based on aggregated 13F filings for Q1 2023.