Polen International Dividend Income Fund
IDVZ
7 hedge funds and large institutions have $138M invested in Polen International Dividend Income Fund in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
16% more capital invested
Capital invested by funds: $119M → $138M (+$19.5M)
1.82% more ownership
Funds ownership: 95.16% → 96.98% (+1.8%)
0% more funds holding
Funds holding: 7 → 7 (0)
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: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
+$12.9M |
| 2 |
VF
Virtu Financial
New York
|
+$517K |
| 3 |
JP Morgan Chase
New York
|
+$473K |
| 4 |
GS
GTS Securities
New York
|
+$385K |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.22M |
| 2 |
Jane Street
New York
|
-$255K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.42K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$4.88K |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$1.04K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
4WM
1
49 Wealth Management
Austin,
Texas
| $136M | +$12.9M | +381,503 | +10% |
|
|
2
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $547K | -$4.88K | -145 | -0.9% |
|
|
VF
3
Virtu Financial
New York
| $515K | +$517K | +15,346 | New |
|
|
4
JP Morgan Chase
New York
| $476K | +$473K | +14,051 | +3,427% |
|
|
GS
5
GTS Securities
New York
| $383K | +$385K | +11,422 | New |
|
|
P
6
&Partners
Nashville,
Tennessee
| $206K | +$206K | +6,126 | New |
|
|
FGAM
7
Financial Gravity Asset Management
Lakeway,
Texas
| $76.5K | -$1.04K | -31 | -1% |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$1.22M | -38,405 | Closed |
|
|
9
Jane Street
New York
| – | -$255K | -8,018 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$8.42K | -265 | Closed |
|
IDVZ Hedge Fund Activity: Q1 2026 in Review
7 of the 8,133 institutional investors tracked by Wall St. Rank reported a position in Polen International Dividend Income Fund (IDVZ) for Q1 2026, worth a combined $138M — up 16% from $119M a quarter earlier.
Fund positioning in IDVZ was balanced in Q1 2026: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was 49 Wealth Management, adding an estimated $12.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.22M sold.
- 7 institutional investors held Polen International Dividend Income Fund (IDVZ) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $138M of Polen International Dividend Income Fund stock for Q1 2026, up 16% quarter-over-quarter.
- 3 funds opened new Polen International Dividend Income Fund positions in Q1 2026 and 3 closed out, a net change of 0 holders.
- The largest Polen International Dividend Income Fund buyer in Q1 2026 was 49 Wealth Management, an estimated $12.9M added.
- The largest Polen International Dividend Income Fund seller in Q1 2026 was Citadel Advisors, an estimated $1.22M sold.
Based on aggregated 13F filings for Q1 2026.