Polen International Dividend Income Fund
IDVZ
7 hedge funds and large institutions have $4.72M invested in Polen International Dividend Income Fund in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 7 → 7 (0)
94.3% less ownership
Funds ownership: 96.98% → 2.68% (-94%)
97% less capital invested
Capital invested by funds: $138M → $4.72M (-$133M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.13M |
| 2 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$914K |
| 3 |
JP Morgan Chase
New York
|
+$226K |
| 4 |
GS
GTS Securities
New York
|
+$13.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
-$136M |
| 2 |
VF
Virtu Financial
New York
|
-$515K |
| 3 |
P
&Partners
Nashville,
Tennessee
|
-$206K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$94.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.12M | +$2.13M | +61,542 | New |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $906K | +$914K | +26,377 | New |
|
|
3
JP Morgan Chase
New York
| $724K | +$226K | +6,528 | +45% |
|
|
4
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $473K | -$94.8K | -2,735 | -17% |
|
|
GS
5
GTS Securities
New York
| $406K | +$13.8K | +397 | +3% |
|
|
FGC
6
Financial Gravity Companies
Lakeway,
Texas
| $78.9K | +$79.6K | +2,296 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $13.1K | +$13.2K | +380 | New |
|
|
4WM
8
49 Wealth Management
Austin,
Texas
| – | -$136M | -4,045,910 | Closed |
|
|
VF
9
Virtu Financial
New York
| – | -$515K | -15,346 | Closed |
|
|
P
10
&Partners
Nashville,
Tennessee
| – | -$206K | -6,126 | Closed |
|
IDVZ Hedge Fund Activity: Q2 2026 in Review
7 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in Polen International Dividend Income Fund (IDVZ) for Q2 2026, worth a combined $4.72M — down 97% from $138M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IDVZ positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $2.13M. The largest seller was 49 Wealth Management, exiting entirely with an estimated $136M sold.
- 7 institutional investors held Polen International Dividend Income Fund (IDVZ) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $4.72M of Polen International Dividend Income Fund stock for Q2 2026, down 97% quarter-over-quarter.
- 4 funds opened new Polen International Dividend Income Fund positions in Q2 2026 and 3 closed out, a net change of +1 holder.
- The largest Polen International Dividend Income Fund buyer in Q2 2026 was Cambridge Investment Research Advisors, an estimated $2.13M added.
- The largest Polen International Dividend Income Fund seller in Q2 2026 was 49 Wealth Management, an estimated $136M sold.
Based on aggregated 13F filings for Q2 2026.