Polen High Income ETF
PCHI
8 hedge funds and large institutions have $7.03M invested in Polen High Income ETF in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
33% more funds holding
Funds holding: 6 → 8 (+2)
57.07% less ownership
Funds ownership: 92.69% → 35.62% (-57%)
65% less capital invested
Capital invested by funds: $19.9M → $7.03M (-$12.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$402K |
| 2 |
Jane Street
New York
|
+$241K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$91.6K |
| 4 |
DA
Dash Acquisitions
Woodland Hills,
California
|
+$69.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
-$11.3M |
| 2 |
FAL
Focused Alpha LLC
Denver,
Colorado
|
-$4.87M |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$22.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
4WM
1
49 Wealth Management
Austin,
Texas
| $2.5M | -$11.3M | -462,074 | -82% |
|
|
A
2
Alongside
Austin,
Texas
| $2.5M | +$2.52M | +102,524 | New |
|
|
DA
3
Dash Acquisitions
Woodland Hills,
California
| $1.11M | +$69.7K | +2,842 | +7% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $400K | +$402K | +16,403 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $245K | +$91.6K | +3,732 | +59% |
|
|
6
Jane Street
New York
| $239K | +$241K | +9,803 | New |
|
|
FFA
7
Farther Finance Advisors
San Francisco,
California
| $25.7K | -$22.1K | -899 | -46% |
|
|
8
UBS Group
Zurich,
Switzerland
| $13.4K | +$13.4K | +548 | +13,700% |
|
|
FAL
9
Focused Alpha LLC
Denver,
Colorado
| – | -$4.87M | -200,000 | Closed |
|
PCHI Hedge Fund Activity: Q2 2026 in Review
8 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Polen High Income ETF (PCHI) for Q2 2026, worth a combined $7.03M — down 65% from $19.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PCHI positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $402K. The largest seller was 49 Wealth Management, cutting an estimated $11.3M.
- 8 institutional investors held Polen High Income ETF (PCHI) as of Q2 2026, up from 6 in Q1 2026.
- Funds reported $7.03M of Polen High Income ETF stock for Q2 2026, down 65% quarter-over-quarter.
- 3 funds opened new Polen High Income ETF positions in Q2 2026 and 1 closed out, a net change of +2 holders.
- The largest Polen High Income ETF buyer in Q2 2026 was Cambridge Investment Research Advisors, an estimated $402K added.
- The largest Polen High Income ETF seller in Q2 2026 was 49 Wealth Management, an estimated $11.3M sold.
Based on aggregated 13F filings for Q2 2026.