Polen Dividend Income ETF
DIVZ
13 hedge funds and large institutions have $55.8M invested in Polen Dividend Income ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 1 closing their positions.
7% more capital invested
Capital invested by funds: $52.2M → $55.8M (+$3.62M)
1.31% more ownership
Funds ownership: 84.69% → 86% (+1.3%)
0% more funds holding
Funds holding: 13 → 13 (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
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
+$650K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$324K |
| 3 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$301K |
| 4 |
MAG
M3 Advisory Group
Needham Heights,
Massachusetts
|
+$83.1K |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$25.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
JFG Wealth Management
Denver,
Colorado
|
-$666K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$440K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$337K |
| 4 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
-$52.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$28.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
1
Titleist Asset Management
San Antonio,
Texas
| $35M | +$650K | +23,056 | +2% |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $18.2M | +$301K | +10,670 | +2% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $938K | +$324K | +11,480 | +57% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $508K | -$440K | -15,604 | -48% |
|
|
I2I
5
Insight 2811 Inc
Chicago,
Illinois
| $482K | -$52.4K | -1,858 | -10% |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $317K | -$337K | -11,950 | -53% |
|
|
MAG
7
M3 Advisory Group
Needham Heights,
Massachusetts
| $306K | +$83.1K | +2,947 | +40% |
|
|
CA
8
CoreCap Advisors
Southfield,
Michigan
| $27K | +$25.6K | +908 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $4.97K | -$28.2K | -1,002 | -86% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $4.47K | – | – | – |
|
|
CP
11
Castleview Partners
Dallas,
Texas
| $2.14K | – | – | – |
|
|
DFA
12
DHJJ Financial Advisors
Naperville,
Illinois
| $1.49K | – | – | – |
|
13
Morgan Stanley
New York
| $47 | -$28 | -1 | -50% |
|
|
JWM
14
JFG Wealth Management
Denver,
Colorado
| – | -$666K | -24,000 | Closed |
|
DIVZ Hedge Fund Activity: Q1 2024 in Review
13 of the 6,944 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q1 2024, worth a combined $55.8M — up 6.9% from $52.2M a quarter earlier.
Fund positioning in DIVZ was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 5 trimmed.
The largest buyer was Titleist Asset Management, adding an estimated $650K. The largest seller was JFG Wealth Management, exiting entirely with an estimated $666K sold.
- 13 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $55.8M of Polen Dividend Income ETF stock for Q1 2024, up 6.9% quarter-over-quarter.
- 1 fund opened new Polen Dividend Income ETF positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Polen Dividend Income ETF buyer in Q1 2024 was Titleist Asset Management, an estimated $650K added.
- The largest Polen Dividend Income ETF seller in Q1 2024 was JFG Wealth Management, an estimated $666K sold.
Based on aggregated 13F filings for Q1 2024.