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PCFI

Polen Floating Rate Income ETF

1 hedge funds and large institutions have $2.33M invested in Polen Floating Rate Income ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

26.65% more ownership

Funds ownership: 0%26.65% (+27%)

Holders
1
Holders Change
+1
Holders Change %
% of All Funds
0.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.34M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.33M +$2.34M +93,285 New

PCFI Hedge Fund Activity: Q1 2025 in Review

1 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Polen Floating Rate Income ETF (PCFI) for Q1 2025, worth a combined $2.33M.

Buyers outnumbered sellers: 1 fund opened new PCFI positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $2.34M.

  • 1 institutional investor held Polen Floating Rate Income ETF (PCFI) as of Q1 2025, up from 0 in Q4 2024.
  • Funds reported $2.33M of Polen Floating Rate Income ETF stock for Q1 2025.
  • 1 fund opened new Polen Floating Rate Income ETF positions in Q1 2025 and 0 closed out, a net change of +1 holder.
  • The largest Polen Floating Rate Income ETF buyer in Q1 2025 was Bank of America, an estimated $2.34M added.

Based on aggregated 13F filings for Q1 2025.