Polen Dividend Income ETF
DIVZ
12 hedge funds and large institutions have $115M invested in Polen Dividend Income ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
20% more capital invested
Capital invested by funds: $95.8M → $115M (+$19.4M)
0.04% more ownership
Funds ownership: 91.2% → 91.24% (+0.04%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
20% less funds holding
Funds holding: 15 → 12 (-3)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
+$12M |
| 2 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$607K |
| 3 |
MAG
M3 Advisory Group
Needham Heights,
Massachusetts
|
+$86.9K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$158 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$2.12M |
| 2 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
-$20.6K |
| 3 |
CP
Castleview Partners
Dallas,
Texas
|
-$2.17K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$664 |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$607 |
DIVZ Hedge Fund Activity: Q3 2024 in Review
12 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q3 2024, worth a combined $115M — up 20% from $95.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DIVZ and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 4 added.
The largest buyer was 49 Wealth Management, adding an estimated $12M. The largest seller was Titleist Asset Management, cutting an estimated $2.12M.
- 12 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q3 2024, down from 15 in Q2 2024.
- Funds reported $115M of Polen Dividend Income ETF stock for Q3 2024, up 20% quarter-over-quarter.
- 1 fund opened new Polen Dividend Income ETF positions in Q3 2024 and 3 closed out, a net change of -2 holders.
- The largest Polen Dividend Income ETF buyer in Q3 2024 was 49 Wealth Management, an estimated $12M added.
- The largest Polen Dividend Income ETF seller in Q3 2024 was Titleist Asset Management, an estimated $2.12M sold.
Based on aggregated 13F filings for Q3 2024.