Polen Floating Rate Income ETF
PCFI
5 hedge funds and large institutions have $3.94M invested in Polen Floating Rate Income ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
67% more funds holding
Funds holding: 3 → 5 (+2)
41% more capital invested
Capital invested by funds: $2.8M → $3.94M (+$1.14M)
9.07% more ownership
Funds ownership: 28.66% → 37.73% (+9.1%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$896K |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$346K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$63.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$71.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Bank of America
Charlotte,
North Carolina
| $2.2M | – | – | – |
|
|
2
Jane Street
New York
| $1.33M | +$896K | +37,441 | +200% |
|
|
WP
3
WealthPLAN Partners
Omaha,
Nebraska
| $342K | +$346K | +14,478 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $63.1K | +$63.9K | +2,669 | New |
|
|
FFA
5
Farther Finance Advisors
San Francisco,
California
| $8.27K | -$71.4K | -2,984 | -90% |
|
PCFI Hedge Fund Activity: Q4 2025 in Review
5 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in Polen Floating Rate Income ETF (PCFI) for Q4 2025, worth a combined $3.94M — up 41% from $2.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PCFI positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, adding an estimated $896K. The largest seller was Farther Finance Advisors, cutting an estimated $71.4K.
- 5 institutional investors held Polen Floating Rate Income ETF (PCFI) as of Q4 2025, up from 3 in Q3 2025.
- Funds reported $3.94M of Polen Floating Rate Income ETF stock for Q4 2025, up 41% quarter-over-quarter.
- 2 funds opened new Polen Floating Rate Income ETF positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest Polen Floating Rate Income ETF buyer in Q4 2025 was Jane Street, an estimated $896K added.
- The largest Polen Floating Rate Income ETF seller in Q4 2025 was Farther Finance Advisors, an estimated $71.4K sold.
Based on aggregated 13F filings for Q4 2025.