Polen Dividend Income ETF
DIVZ
19 hedge funds and large institutions have $157M invested in Polen Dividend Income ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
27% more funds holding
Funds holding: 15 → 19 (+4)
12% more capital invested
Capital invested by funds: $141M → $157M (+$16.3M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.48% less ownership
Funds ownership: 89.17% → 88.69% (-0.48%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
+$14.5M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.17M |
| 3 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$855K |
| 4 |
Jane Street
New York
|
+$518K |
| 5 |
Goldman Sachs
New York
|
+$453K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$3.23M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$2.43M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$553K |
| 4 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
-$31.1K |
| 5 |
JP Morgan Chase
New York
|
-$10.9K |
DIVZ Hedge Fund Activity: Q2 2025 in Review
19 of the 7,615 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q2 2025, worth a combined $157M — up 12% from $141M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DIVZ positions and 2 closed out — a net gain of 5 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was 49 Wealth Management, adding an estimated $14.5M. The largest seller was Titleist Asset Management, cutting an estimated $3.23M.
- 19 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q2 2025, up from 15 in Q1 2025.
- Funds reported $157M of Polen Dividend Income ETF stock for Q2 2025, up 12% quarter-over-quarter.
- 7 funds opened new Polen Dividend Income ETF positions in Q2 2025 and 2 closed out, a net change of +5 holders.
- The largest Polen Dividend Income ETF buyer in Q2 2025 was 49 Wealth Management, an estimated $14.5M added.
- The largest Polen Dividend Income ETF seller in Q2 2025 was Titleist Asset Management, an estimated $3.23M sold.
Based on aggregated 13F filings for Q2 2025.