Polen Capital Global Growth ETF
PCGG
8 hedge funds and large institutions have $154M invested in Polen Capital Global Growth ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
13% more capital invested
Capital invested by funds: $136M → $154M (+$18M)
0.61% more ownership
Funds ownership: 97.8% → 98.41% (+0.61%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$15.9M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$422K |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$301K |
| 4 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$301K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$63.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Dash Acquisitions
Woodland Hills,
California
|
-$921K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$756K |
| 3 |
Jane Street
New York
|
-$679K |
| 4 |
Millennium Management
New York
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFS
1
Hantz Financial Services
Southfield,
Michigan
| $151M | +$15.9M | +1,345,488 | +12% |
|
|
2
Bank of Montreal
Toronto,
Ontario, Canada
| $1.63M | +$422K | +35,770 | +35% |
|
|
3
Jane Street
New York
| $430K | -$679K | -57,594 | -61% |
|
|
DA
4
Dash Acquisitions
Woodland Hills,
California
| $405K | -$921K | -78,079 | -70% |
|
|
ACA
5
Aptus Capital Advisors
Fairhope,
Alabama
| $300K | +$301K | +25,477 | New |
|
|
GWANC
6
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $300K | +$301K | +25,477 | New |
|
|
OP
7
ORG Partners
Roanoke,
Indiana
| $300K | +$7.8K | +661 | +3% |
|
|
8
UBS Group
Zurich,
Switzerland
| $64.3K | +$63.3K | +5,363 | +5,586% |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$756K | -65,873 | Closed |
|
|
10
Millennium Management
New York
| – | -$125K | -10,896 | Closed |
|
PCGG Hedge Fund Activity: Q4 2024 in Review
8 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Polen Capital Global Growth ETF (PCGG) for Q4 2024, worth a combined $154M — up 13% from $136M a quarter earlier.
Fund positioning in PCGG was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Hantz Financial Services, adding an estimated $15.9M. The largest seller was Dash Acquisitions, cutting an estimated $921K.
- 8 institutional investors held Polen Capital Global Growth ETF (PCGG) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $154M of Polen Capital Global Growth ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 2 funds opened new Polen Capital Global Growth ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
- The largest Polen Capital Global Growth ETF buyer in Q4 2024 was Hantz Financial Services, an estimated $15.9M added.
- The largest Polen Capital Global Growth ETF seller in Q4 2024 was Dash Acquisitions, an estimated $921K sold.
Based on aggregated 13F filings for Q4 2024.