Polen International Dividend Income Fund
IDVZ
4 hedge funds and large institutions have $65M invested in Polen International Dividend Income Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
706% more capital invested
Capital invested by funds: $8.06M → $65M (+$56.9M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more funds holding
Funds holding: 2 → 4 (+2)
1,539.87% less ownership
Funds ownership: 1,636.41% → 96.54% (-1,540%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
+$53.5M |
| 2 |
GS
GTS Securities
New York
|
+$991K |
| 3 |
Morgan Stanley
New York
|
+$424 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$454K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
4WM
1
49 Wealth Management
Austin,
Texas
| $63.9M | +$53.5M | +2,016,703 | +653% |
|
|
GS
2
GTS Securities
New York
| $1.03M | +$991K | +37,369 | New |
|
|
FGAM
3
Financial Gravity Asset Management
Lakeway,
Texas
| $60.7K | +$58.6K | +2,210 | New |
|
|
4
Morgan Stanley
New York
| $440 | +$424 | +16 | New |
|
|
5
Wolverine Trading
Chicago,
Illinois
| – | -$454K | -18,410 | Closed |
|
IDVZ Hedge Fund Activity: Q1 2025 in Review
4 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Polen International Dividend Income Fund (IDVZ) for Q1 2025, worth a combined $65M — up 706% from $8.06M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IDVZ positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was 49 Wealth Management, adding an estimated $53.5M. The largest seller was Wolverine Trading, exiting entirely with an estimated $454K sold.
- 4 institutional investors held Polen International Dividend Income Fund (IDVZ) as of Q1 2025, up from 2 in Q4 2024.
- Funds reported $65M of Polen International Dividend Income Fund stock for Q1 2025, up 706% quarter-over-quarter.
- 3 funds opened new Polen International Dividend Income Fund positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest Polen International Dividend Income Fund buyer in Q1 2025 was 49 Wealth Management, an estimated $53.5M added.
- The largest Polen International Dividend Income Fund seller in Q1 2025 was Wolverine Trading, an estimated $454K sold.
Based on aggregated 13F filings for Q1 2025.