Polen Floating Rate Income ETF
PCFI
4 hedge funds and large institutions have $2.43M invested in Polen Floating Rate Income ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
11.81% less ownership
Funds ownership: 37.73% → 25.93% (-12%)
20% less funds holding
Funds holding: 5 → 4 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
38% less capital invested
Capital invested by funds: $3.94M → $2.43M (-$1.52M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$216K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$36.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.33M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$342K |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$8.27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Bank of America
Charlotte,
North Carolina
| $2.12M | – | – | – |
|
|
WIM
2
WealthPlan Investment Management
Omaha,
Nebraska
| $211K | +$216K | +9,275 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $96.4K | +$36.7K | +1,574 | +59% |
|
|
4
UBS Group
Zurich,
Switzerland
| $2.45K | +$2.52K | +108 | New |
|
|
5
Jane Street
New York
| – | -$1.33M | -56,135 | Closed |
|
|
WP
6
WealthPLAN Partners
Omaha,
Nebraska
| – | -$342K | -14,478 | Closed |
|
|
FFA
7
Farther Finance Advisors
San Francisco,
California
| – | -$8.27K | -350 | Closed |
|
PCFI Hedge Fund Activity: Q1 2026 in Review
4 of the 8,132 institutional investors tracked by Wall St. Rank reported a position in Polen Floating Rate Income ETF (PCFI) for Q1 2026, worth a combined $2.43M — down 38% from $3.94M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PCFI and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $216K. The largest seller was Jane Street, exiting entirely with an estimated $1.33M sold.
- 4 institutional investors held Polen Floating Rate Income ETF (PCFI) as of Q1 2026, down from 5 in Q4 2025.
- Funds reported $2.43M of Polen Floating Rate Income ETF stock for Q1 2026, down 38% quarter-over-quarter.
- 2 funds opened new Polen Floating Rate Income ETF positions in Q1 2026 and 3 closed out, a net change of -1 holder.
- The largest Polen Floating Rate Income ETF buyer in Q1 2026 was WealthPlan Investment Management, an estimated $216K added.
- The largest Polen Floating Rate Income ETF seller in Q1 2026 was Jane Street, an estimated $1.33M sold.
Based on aggregated 13F filings for Q1 2026.