Polen Dividend Income ETF
DIVZ
15 hedge funds and large institutions have $95.8M invested in Polen Dividend Income ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
72% more capital invested
Capital invested by funds: $55.8M → $95.8M (+$39.9M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
15% more funds holding
Funds holding: 13 → 15 (+2)
5.21% more ownership
Funds ownership: 86% → 91.2% (+5.2%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
+$43.9M |
| 2 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$665K |
| 3 |
MAG
M3 Advisory Group
Needham Heights,
Massachusetts
|
+$41.1K |
| 4 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$4.76K |
| 5 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$3.51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$4.66M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$508K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$317K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$213K |
| 5 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
-$7.49K |
DIVZ Hedge Fund Activity: Q2 2024 in Review
15 of the 6,926 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q2 2024, worth a combined $95.8M — up 72% from $55.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DIVZ positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was 49 Wealth Management, opening a new position worth an estimated $43.9M. The largest seller was Titleist Asset Management, cutting an estimated $4.66M.
- 15 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q2 2024, up from 13 in Q1 2024.
- Funds reported $95.8M of Polen Dividend Income ETF stock for Q2 2024, up 72% quarter-over-quarter.
- 4 funds opened new Polen Dividend Income ETF positions in Q2 2024 and 2 closed out, a net change of +2 holders.
- The largest Polen Dividend Income ETF buyer in Q2 2024 was 49 Wealth Management, an estimated $43.9M added.
- The largest Polen Dividend Income ETF seller in Q2 2024 was Titleist Asset Management, an estimated $4.66M sold.
Based on aggregated 13F filings for Q2 2024.