Polen International Dividend Income Fund
IDVZ
3 hedge funds and large institutions have $82.1M invested in Polen International Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
26% more capital invested
Capital invested by funds: $65M → $82.1M (+$17.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.38% less ownership
Funds ownership: 96.54% → 95.16% (-1.4%)
25% less funds holding
Funds holding: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
+$13.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$1.03M |
| 2 |
Morgan Stanley
New York
|
-$440 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
4WM
1
49 Wealth Management
Austin,
Texas
| $81.9M | +$13.3M | +472,619 | +20% |
|
|
2
Citadel Advisors
Miami,
Florida
| $200K | +$192K | +6,840 | New |
|
|
FGC
3
Financial Gravity Companies
Lakeway,
Texas
| $65.5K | +$62.9K | +2,240 | New |
|
|
GS
4
GTS Securities
New York
| – | -$1.03M | -37,369 | Closed |
|
|
5
Morgan Stanley
New York
| – | -$440 | -16 | Closed |
|
IDVZ Hedge Fund Activity: Q2 2025 in Review
3 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Polen International Dividend Income Fund (IDVZ) for Q2 2025, worth a combined $82.1M — up 26% from $65M a quarter earlier.
Fund positioning in IDVZ was balanced in Q2 2025: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was 49 Wealth Management, adding an estimated $13.3M. The largest seller was GTS Securities, exiting entirely with an estimated $1.03M sold.
- 3 institutional investors held Polen International Dividend Income Fund (IDVZ) as of Q2 2025, down from 4 in Q1 2025.
- Funds reported $82.1M of Polen International Dividend Income Fund stock for Q2 2025, up 26% quarter-over-quarter.
- 2 funds opened new Polen International Dividend Income Fund positions in Q2 2025 and 2 closed out, a net change of 0 holders.
- The largest Polen International Dividend Income Fund buyer in Q2 2025 was 49 Wealth Management, an estimated $13.3M added.
- The largest Polen International Dividend Income Fund seller in Q2 2025 was GTS Securities, an estimated $1.03M sold.
Based on aggregated 13F filings for Q2 2025.