Polen Dividend Income ETF
DIVZ
13 hedge funds and large institutions have $52.2M invested in Polen Dividend Income ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
30% more funds holding
Funds holding: 10 → 13 (+3)
1.63% more ownership
Funds ownership: 83.05% → 84.69% (+1.6%)
2% more capital invested
Capital invested by funds: $51M → $52.2M (+$1.17M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$664K |
| 2 |
JWM
JFG Wealth Management
Denver,
Colorado
|
+$644K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$129K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$31.4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.63K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$2.53M |
| 2 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$284K |
| 3 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
-$85.9K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$21.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
1
Titleist Asset Management
San Antonio,
Texas
| $32M | -$2.53M | -94,327 | -8% |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $16.7M | -$284K | -10,579 | -2% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $907K | +$664K | +24,753 | +312% |
|
|
JWM
4
JFG Wealth Management
Denver,
Colorado
| $666K | +$644K | +24,000 | New |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $627K | +$129K | +4,802 | +27% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $556K | +$2.63K | +98 | +0.5% |
|
|
I2I
7
Insight 2811 Inc
Chicago,
Illinois
| $501K | -$85.9K | -3,200 | -15% |
|
|
MAG
8
M3 Advisory Group
Needham Heights,
Massachusetts
| $203K | +$196K | +7,318 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $32.5K | +$31.4K | +1,169 | New |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $4.16K | – | – | – |
|
|
CP
11
Castleview Partners
Dallas,
Texas
| $2K | – | – | – |
|
|
DFA
12
DHJJ Financial Advisors
Naperville,
Illinois
| $1.39K | – | – | – |
|
13
Morgan Stanley
New York
| $74 | +$54 | +2 | New |
|
|
14
Wells Fargo
San Francisco,
California
| – | -$21.2K | -800 | Closed |
|
DIVZ Hedge Fund Activity: Q4 2023 in Review
13 of the 6,862 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q4 2023, worth a combined $52.2M — up 2.3% from $51M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DIVZ positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $664K. The largest seller was Titleist Asset Management, cutting an estimated $2.53M.
- 13 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q4 2023, up from 10 in Q3 2023.
- Funds reported $52.2M of Polen Dividend Income ETF stock for Q4 2023, up 2.3% quarter-over-quarter.
- 4 funds opened new Polen Dividend Income ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest Polen Dividend Income ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $664K added.
- The largest Polen Dividend Income ETF seller in Q4 2023 was Titleist Asset Management, an estimated $2.53M sold.
Based on aggregated 13F filings for Q4 2023.