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PCFI

Polen Floating Rate Income ETF
PCFI

3 hedge funds and large institutions have $2.23M invested in Polen Floating Rate Income ETF in 2026 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.17% more ownership

Funds ownership: 25.93% → 28.1% (+2.2%)

8% less capital invested

Capital invested by funds: $2.43M → $2.23M (-$202K)

25% less funds holding

Funds holding: 4 → 3 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$20.3K
2
UBS Group
UBS Group
Switzerland
+$10.9K

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$211K

PCFI Hedge Fund Activity: Q2 2026 in Review

3 of the 8,331 institutional investors tracked by Wall St. Rank reported a position in Polen Floating Rate Income ETF (PCFI) for Q2 2026, worth a combined $2.23M — down 8.3% from $2.43M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of PCFI and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Osaic Holdings, adding an estimated $20.3K. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $211K sold.

  • 3 institutional investors held Polen Floating Rate Income ETF (PCFI) as of Q2 2026, down from 4 in Q1 2026.
  • Funds reported $2.23M of Polen Floating Rate Income ETF stock for Q2 2026, down 8.3% quarter-over-quarter.
  • 0 funds opened new Polen Floating Rate Income ETF positions in Q2 2026 and 1 closed out, a net change of -1 holder.
  • The largest Polen Floating Rate Income ETF buyer in Q2 2026 was Osaic Holdings, an estimated $20.3K added.
  • The largest Polen Floating Rate Income ETF seller in Q2 2026 was WealthPlan Investment Management, an estimated $211K sold.

Based on aggregated 13F filings for Q2 2026.