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IDVZ

Polen International Dividend Income Fund

10 hedge funds and large institutions have $100M invested in Polen International Dividend Income Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more funds holding

Funds holding: 310 (+7)

22% more capital invested

Capital invested by funds: $82.1M → $100M (+$17.9M)

3.09% more ownership

Funds ownership: 95.16%98.25% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
10
Holders Change
+7
Holders Change %
+233.33%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1
49 Wealth Management
Texas
$97M +$10.5M +354,134 +13%
Citadel Advisors
2
Citadel Advisors
Florida
$1.46M +$1.2M +40,500 +592%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$536K +$518K +17,448 New
P
4
&Partners
Tennessee
$400K +$386K +13,009 New
Jane Street
5
Jane Street
New York
$309K +$298K +10,044 New
GS
6
GTS Securities
New York
$269K +$259K +8,738 New
FGAM
7
Financial Gravity Asset Management
Texas
$70.7K +$68.2K +2,298 New
JP Morgan Chase
8
JP Morgan Chase
New York
$12.6K +$12.2K +410 New
UBS Group
9
UBS Group
Switzerland
$12.3K +$11.9K +400 New
Fidelity Investments
10
Fidelity Investments
Massachusetts
$31 +$30 +1 New

IDVZ Hedge Fund Activity: Q3 2025 in Review

10 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Polen International Dividend Income Fund (IDVZ) for Q3 2025, worth a combined $100M — up 22% from $82.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IDVZ positions and 0 closed out — a net gain of 8 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was 49 Wealth Management, adding an estimated $10.5M.

  • 10 institutional investors held Polen International Dividend Income Fund (IDVZ) as of Q3 2025, up from 3 in Q2 2025.
  • Funds reported $100M of Polen International Dividend Income Fund stock for Q3 2025, up 22% quarter-over-quarter.
  • 8 funds opened new Polen International Dividend Income Fund positions in Q3 2025 and 0 closed out, a net change of +8 holders.
  • The largest Polen International Dividend Income Fund buyer in Q3 2025 was 49 Wealth Management, an estimated $10.5M added.

Based on aggregated 13F filings for Q3 2025.