Polen Dividend Income ETF
DIVZ
21 hedge funds and large institutions have $175M invested in Polen Dividend Income ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $157M → $175M (+$17.8M)
11% more funds holding
Funds holding: 19 → 21 (+2)
2.06% more ownership
Funds ownership: 89.22% → 91.28% (+2.1%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
+$10.2M |
| 2 |
VV
Verity & Verity
Beaufort,
South Carolina
|
+$4.91M |
| 3 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$1.81M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$828K |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$418K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$4.61M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.22M |
| 3 |
Jane Street
New York
|
-$539K |
| 4 |
Goldman Sachs
New York
|
-$472K |
| 5 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
-$67.3K |
DIVZ Hedge Fund Activity: Q3 2025 in Review
21 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q3 2025, worth a combined $175M — up 11% from $157M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DIVZ positions and 5 closed out — a net gain of 3 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was 49 Wealth Management, adding an estimated $10.2M. The largest seller was Titleist Asset Management, cutting an estimated $4.61M.
- 21 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q3 2025, up from 19 in Q2 2025.
- Funds reported $175M of Polen Dividend Income ETF stock for Q3 2025, up 11% quarter-over-quarter.
- 8 funds opened new Polen Dividend Income ETF positions in Q3 2025 and 5 closed out, a net change of +3 holders.
- The largest Polen Dividend Income ETF buyer in Q3 2025 was 49 Wealth Management, an estimated $10.2M added.
- The largest Polen Dividend Income ETF seller in Q3 2025 was Titleist Asset Management, an estimated $4.61M sold.
Based on aggregated 13F filings for Q3 2025.