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.
8% more funds holding
Funds holding: 12 → 13 (+1)
6% more capital invested
Capital invested by funds: $115M → $122M (+$6.71M)
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 |
4WM
49 Wealth Management
Austin,
Texas
|
+$9.79M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$542K |
| 3 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$452K |
| 4 |
MAG
M3 Advisory Group
Needham Heights,
Massachusetts
|
+$59.2K |
| 5 |
Morgan Stanley
New York
|
+$33 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$296K |
| 2 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
-$96.8K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$68.3K |
| 4 |
FGC
Financial Gravity Companies
Lakeway,
Texas
|
-$9.27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
4WM
1
49 Wealth Management
Austin,
Texas
| $68.5M | +$9.79M | +295,726 | +16% |
|
|
TAM
2
Titleist Asset Management
San Antonio,
Texas
| $30.3M | -$296K | -8,924 | -0.9% |
|
|
WCG
3
Weaver Consulting Group
Huntington Beach,
California
| $20.6M | +$452K | +13,638 | +2% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $715K | -$68.3K | -2,063 | -8% |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $523K | +$542K | +16,351 | New |
|
|
MAG
6
M3 Advisory Group
Needham Heights,
Massachusetts
| $518K | +$59.2K | +1,787 | +12% |
|
|
I2I
7
Insight 2811 Inc
Chicago,
Illinois
| $396K | -$96.8K | -2,924 | -19% |
|
|
FGC
8
Financial Gravity Companies
Lakeway,
Texas
| $333K | -$9.27K | -280 | -3% |
|
|
CA
9
CoreCap Advisors
Southfield,
Michigan
| $29.1K | – | – | – |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $4.8K | – | – | – |
|
|
EWA
11
EverSource Wealth Advisors
Birmingham,
Alabama
| $3.75K | – | – | – |
|
|
DFA
12
DHJJ Financial Advisors
Naperville,
Illinois
| $1.64K | – | – | – |
|
|
13
Morgan Stanley
New York
| $74 | +$33 | +1 | +100% |
|
DIVZ Hedge Fund Activity: Q4 2024 in Review
13 of the 7,594 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 $9.79M. 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 $9.79M 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.