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Polen Dividend Income ETF

19 hedge funds and large institutions have $207M invested in Polen Dividend Income ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $190M → $207M (+$17M)

0.23% more ownership

Funds ownership: 89.52%89.74% (+0.23%)

0% more funds holding

Funds holding: 1919 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
4
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1
49 Wealth Management
Texas
$159M +$15M +396,515 +10%
WCG
2
Weaver Consulting Group
California
$29M +$483K +12,782 +2%
TAM
3
Titleist Asset Management
Texas
$14.7M -$2.96M -78,458 -17%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$818K -$10.7K -284 -1%
MAG
5
M3 Advisory Group
Massachusetts
$742K +$28.2K +747 +4%
Osaic Holdings
6
Osaic Holdings
Arizona
$569K -$234K -6,186 -29%
JIC
7
Joel Isaacson & Co
New York
$529K +$191K +5,053 +55%
FGAM
8
Financial Gravity Asset Management
Texas
$313K -$30.3K -802 -9%
Jane Street
9
Jane Street
New York
$287K +$291K +7,701 New
TRCT
10
Tower Research Capital (TRC)
New York
$242K -$105K -2,791 -30%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$237K +$240K +6,361 New
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$101K +$103K +2,722 New
UBS Group
13
UBS Group
Switzerland
$25.8K -$1.74K -46 -6%
HI
14
Harbour Investments
Wisconsin
$5.58K
EWA
15
EverSource Wealth Advisors
Alabama
$4.36K
DFA
16
DHJJ Financial Advisors
Illinois
$1.98K
BTI
17
Blue Trust Inc
Georgia
$862 -$1.96K -52 -69%
AWM
18
AE Wealth Management
Kansas
$649
Morgan Stanley
19
Morgan Stanley
New York
$37
VV
20
Verity & Verity
South Carolina
-$242K -6,650 Closed
FMP
21
Financial Management Professionals
Texas
-$12.7K -350 Closed
JP Morgan Chase
22
JP Morgan Chase
New York
-$2.04K -56 Closed

DIVZ Hedge Fund Activity: Q1 2026 in Review

19 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Polen Dividend Income ETF (DIVZ) for Q1 2026, worth a combined $207M — up 9% from $190M a quarter earlier.

Fund positioning in DIVZ was balanced in Q1 2026: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 7 trimmed.

The largest buyer was 49 Wealth Management, adding an estimated $15M. The largest seller was Titleist Asset Management, cutting an estimated $2.96M.

  • 19 institutional investors held Polen Dividend Income ETF (DIVZ) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $207M of Polen Dividend Income ETF stock for Q1 2026, up 9% quarter-over-quarter.
  • 3 funds opened new Polen Dividend Income ETF positions in Q1 2026 and 3 closed out, a net change of 0 holders.
  • The largest Polen Dividend Income ETF buyer in Q1 2026 was 49 Wealth Management, an estimated $15M added.
  • The largest Polen Dividend Income ETF seller in Q1 2026 was Titleist Asset Management, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2026.