Polen Capital China Growth ETF
PCCE
6 hedge funds and large institutions have $1.08M invested in Polen Capital China Growth ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 0 closing their positions.
20% more funds holding
Funds holding: 5 → 6 (+1)
11% less capital invested
Capital invested by funds: $1.22M → $1.08M (-$136K)
24.7% less ownership
Funds ownership: 101.29% → 76.59% (-25%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Kozak & Associates
Highlands Ranch,
Colorado
|
+$5.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$19.9K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.34K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.34K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.11K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$47 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $453K | -$19.9K | -1,706 | -4% |
|
|
BCI
2
Brinker Capital Investments
Berwyn,
Pennsylvania
| $287K | -$2.34K | -201 | -0.8% |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $287K | -$2.34K | -201 | -0.8% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $49.7K | -$47 | -4 | -0.1% |
|
|
KA
5
Kozak & Associates
Highlands Ranch,
Colorado
| $5.25K | +$5.69K | +488 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $1.57K | -$1.11K | -95 | -40% |
|
PCCE Hedge Fund Activity: Q4 2024 in Review
6 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Polen Capital China Growth ETF (PCCE) for Q4 2024, worth a combined $1.08M — down 11% from $1.22M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new PCCE positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 5 trimmed.
The largest buyer was Kozak & Associates, opening a new position worth an estimated $5.69K. The largest seller was Envestnet Asset Management, cutting an estimated $19.9K.
- 6 institutional investors held Polen Capital China Growth ETF (PCCE) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $1.08M of Polen Capital China Growth ETF stock for Q4 2024, down 11% quarter-over-quarter.
- 1 fund opened new Polen Capital China Growth ETF positions in Q4 2024 and 0 closed out, a net change of +1 holder.
- The largest Polen Capital China Growth ETF buyer in Q4 2024 was Kozak & Associates, an estimated $5.69K added.
- The largest Polen Capital China Growth ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $19.9K sold.
Based on aggregated 13F filings for Q4 2024.