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Polen Dividend Income ETF
DIVZ

15 hedge funds and large institutions have $141M invested in Polen Dividend Income ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

15% more funds holding

Funds holding: 13 → 15 (+2)

15% more capital invested

Capital invested by funds: $122M → $141M (+$18.7M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.37% less ownership

Funds ownership: 91.54% → 89.17% (-2.4%)

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
7
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
4WM
49 Wealth Management
Texas
+$16.2M
2
AWA
Authentikos Wealth Advisory
California
+$2.39M
3
WCG
Weaver Consulting Group
California
+$454K
4
MAG
M3 Advisory Group
Massachusetts
+$19.8K
5
Osaic Holdings
Osaic Holdings
Arizona
+$19K

Top Sellers

Rank Fund Capital Flow
1
TAM
Titleist Asset Management
Texas
-$8.09M
2
I2I
Insight 2811 Inc
Illinois
-$48.5K
3
CA
CoreCap Advisors
Michigan
-$29.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1
49 Wealth Management
Texas
$89.2M +$16.2M +484,618 +23%
TAM
2
Titleist Asset Management
Texas
$23.9M -$8.09M -242,233 -26%
WCG
3
Weaver Consulting Group
California
$22.3M +$454K +13,585 +2%
AWA
4
Authentikos Wealth Advisory
California
$2.43M +$2.39M +71,570 New
Osaic Holdings
5
Osaic Holdings
Arizona
$778K +$19K +569 +3%
MAG
6
M3 Advisory Group
Massachusetts
$570K +$19.8K +594 +4%
AWM
7
AE Wealth Management
Kansas
$564K +$8.65K +259 +2%
FGAM
8
Financial Gravity Asset Management
Texas
$434K +$427K +12,786 New
I2I
9
Insight 2811 Inc
Illinois
$371K -$48.5K -1,452 -12%
JP Morgan Chase
10
JP Morgan Chase
New York
$10.9K +$10.7K +321 New
HI
11
Harbour Investments
Wisconsin
$5.1K – – –
EWA
12
EverSource Wealth Advisors
Alabama
$3.98K – – –
RF
13
Rossby Financial
Florida
$3.62K +$3.67K +110 New
DFA
14
DHJJ Financial Advisors
Illinois
$1.75K +$33 +1 +2%
Morgan Stanley
15
Morgan Stanley
New York
$650 +$568 +17 +850%
CA
16
CoreCap Advisors
Michigan
– -$29.1K -908 Closed

DIVZ Hedge Fund Activity: Q1 2025 in Review

15 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q1 2025, worth a combined $141M — up 15% from $122M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DIVZ positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was 49 Wealth Management, adding an estimated $16.2M. The largest seller was Titleist Asset Management, cutting an estimated $8.09M.

  • 15 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q1 2025, up from 13 in Q4 2024.
  • Funds reported $141M of Polen Dividend Income ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 4 funds opened new Polen Dividend Income ETF positions in Q1 2025 and 1 closed out, a net change of +3 holders.
  • The largest Polen Dividend Income ETF buyer in Q1 2025 was 49 Wealth Management, an estimated $16.2M added.
  • The largest Polen Dividend Income ETF seller in Q1 2025 was Titleist Asset Management, an estimated $8.09M sold.

Based on aggregated 13F filings for Q1 2025.