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PCFI

Polen Floating Rate Income ETF

2 hedge funds and large institutions have $2.37M invested in Polen Floating Rate Income ETF in 2025 Q2 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

100% more funds holding

Funds holding: 12 (+1)

2% more capital invested

Capital invested by funds: $2.33M → $2.37M (+$44.4K)

0.13% less ownership

Funds ownership: 26.65%26.53% (-0.13%)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
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
FFA
Farther Finance Advisors
California
+$70.3K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.3M
FFA
2
Farther Finance Advisors
California
$70.1K +$70.3K +2,843 New

PCFI Hedge Fund Activity: Q2 2025 in Review

2 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Polen Floating Rate Income ETF (PCFI) for Q2 2025, worth a combined $2.37M — up 1.9% from $2.33M a quarter earlier.

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 Farther Finance Advisors, opening a new position worth an estimated $70.3K.

  • 2 institutional investors held Polen Floating Rate Income ETF (PCFI) as of Q2 2025, up from 1 in Q1 2025.
  • Funds reported $2.37M of Polen Floating Rate Income ETF stock for Q2 2025, up 1.9% quarter-over-quarter.
  • 1 fund opened new Polen Floating Rate Income ETF positions in Q2 2025 and 0 closed out, a net change of +1 holder.
  • The largest Polen Floating Rate Income ETF buyer in Q2 2025 was Farther Finance Advisors, an estimated $70.3K added.

Based on aggregated 13F filings for Q2 2025.