Polen Dividend Income ETF
DIVZ
13 hedge funds and large institutions have $122M invested in Polen Dividend Income ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.
2,208% more capital inflows, than outflows
Capital inflows: $10.8M | Capital outflows: $470K
8% more funds holding
Funds holding: 12 → 13 (+1)
0.29% more ownership
Funds ownership: 91.24% → 91.54% (+0.29%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
49 Wealth Management
Austin,
Texas
|
+$9.8M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
+$542K |
| 3 |
Weaver Consulting Group
Huntington Beach,
California
|
+$452K |
| 4 |
M3 Advisory Group
Needham Heights,
Massachusetts
|
+$59.2K |
| 5 |
Morgan Stanley
New York
|
+$33 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Titleist Asset Management
San Antonio,
Texas
|
-$296K |
| 2 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
-$96.8K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$68.3K |
| 4 |
Financial Gravity Companies
Lakeway,
Texas
|
-$9.27K |
DIVZ Hedge Fund Activity: Q4 2024 in Review
13 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q4 2024, worth a combined $122M — up 5.8% from $115M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new DIVZ positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.
The largest buyer was 49 Wealth Management, adding an estimated $9.8M. The largest seller was Titleist Asset Management, cutting an estimated $296K.
- 13 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q4 2024, up from 12 in Q3 2024.
- Funds reported $122M of Polen Dividend Income ETF stock for Q4 2024, up 5.8% quarter-over-quarter.
- 1 fund opened new Polen Dividend Income ETF positions in Q4 2024 and 0 closed out, a net change of +1 holder.
- The largest Polen Dividend Income ETF buyer in Q4 2024 was 49 Wealth Management, an estimated $9.8M added.
- The largest Polen Dividend Income ETF seller in Q4 2024 was Titleist Asset Management, an estimated $296K sold.
Based on aggregated 13F filings for Q4 2024.