Polen Dividend Income ETF
DIVZ
11 hedge funds and large institutions have $52.8M invested in Polen Dividend Income ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
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: 2 | Existing positions closed: 2
0.52% less ownership
Funds ownership: 81.2% → 80.68% (-0.52%)
3% less capital invested
Capital invested by funds: $54.3M → $52.8M (-$1.55M)
8% less funds holding
Funds holding: 12 → 11 (-1)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$275K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$86.9K |
| 3 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
+$38.2K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$22K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$165 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$472K |
| 2 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$173K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$58.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$45.6K |
| 5 |
CP
Castleview Partners
Dallas,
Texas
|
-$14.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
1
Titleist Asset Management
San Antonio,
Texas
| $33.6M | +$38.2K | +1,392 | +0.1% |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $16.8M | -$173K | -6,288 | -1% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $1.06M | -$58.6K | -2,133 | -5% |
|
|
I2I
4
Insight 2811 Inc
Chicago,
Illinois
| $755K | -$4.61K | -168 | -0.6% |
|
|
NA
5
NewEdge Advisors
New Orleans,
Louisiana
| $275K | +$275K | +10,015 | New |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $207K | +$86.9K | +3,165 | +72% |
|
|
CIAS
7
Capital Investment Advisory Services
Raleigh,
North Carolina
| $22.1K | +$165 | +6 | +0.8% |
|
|
8
Wells Fargo
San Francisco,
California
| $22K | +$22K | +800 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $7.17K | -$45.6K | -1,659 | -86% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $4.12K | – | – | – |
|
|
CP
11
Castleview Partners
Dallas,
Texas
| $1.15K | -$14.8K | -538 | -93% |
|
|
BCM
12
Brookstone Capital Management
Wheaton,
Illinois
| – | -$472K | -16,592 | Closed |
|
DIVZ Hedge Fund Activity: Q2 2023 in Review
11 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q2 2023, worth a combined $52.8M — down 2.8% from $54.3M a quarter earlier.
Fund positioning in DIVZ was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $275K. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $472K sold.
- 11 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q2 2023, down from 12 in Q1 2023.
- Funds reported $52.8M of Polen Dividend Income ETF stock for Q2 2023, down 2.8% quarter-over-quarter.
- 2 funds opened new Polen Dividend Income ETF positions in Q2 2023 and 2 closed out, a net change of 0 holders.
- The largest Polen Dividend Income ETF buyer in Q2 2023 was NewEdge Advisors, an estimated $275K added.
- The largest Polen Dividend Income ETF seller in Q2 2023 was Brookstone Capital Management, an estimated $472K sold.
Based on aggregated 13F filings for Q2 2023.