Polen Dividend Income ETF
DIVZ
19 hedge funds and large institutions have $190M invested in Polen Dividend Income ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
9% more capital invested
Capital invested by funds: $175M → $190M (+$15.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.76% less ownership
Funds ownership: 91.28% → 89.52% (-1.8%)
10% less funds holding
Funds holding: 21 → 19 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
+$19.4M |
| 2 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$1.17M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$95.8K |
| 4 |
JIC
Joel Isaacson & Co
New York
|
+$74.7K |
| 5 |
MAG
M3 Advisory Group
Needham Heights,
Massachusetts
|
+$30.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VV
Verity & Verity
Beaufort,
South Carolina
|
-$4.69M |
| 2 |
P
&Partners
Nashville,
Tennessee
|
-$424K |
| 3 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
-$295K |
| 4 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$132K |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$103K |
DIVZ Hedge Fund Activity: Q4 2025 in Review
19 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q4 2025, worth a combined $190M — up 8.6% from $175M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DIVZ and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 7 added.
The largest buyer was 49 Wealth Management, adding an estimated $19.4M. The largest seller was Verity & Verity, cutting an estimated $4.69M.
- 19 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q4 2025, down from 21 in Q3 2025.
- Funds reported $190M of Polen Dividend Income ETF stock for Q4 2025, up 8.6% quarter-over-quarter.
- 3 funds opened new Polen Dividend Income ETF positions in Q4 2025 and 5 closed out, a net change of -2 holders.
- The largest Polen Dividend Income ETF buyer in Q4 2025 was 49 Wealth Management, an estimated $19.4M added.
- The largest Polen Dividend Income ETF seller in Q4 2025 was Verity & Verity, an estimated $4.69M sold.
Based on aggregated 13F filings for Q4 2025.