Polen High Income ETF
PCHI
6 hedge funds and large institutions have $19.9M invested in Polen High Income ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
4% less capital invested
Capital invested by funds: $20.6M → $19.9M (-$738K)
2.21% less ownership
Funds ownership: 94.9% → 92.69% (-2.2%)
14% less funds holding
Funds holding: 7 → 6 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
+$251K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$61.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$528K |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$31.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.79K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
4WM
1
49 Wealth Management
Austin,
Texas
| $13.8M | +$251K | +10,073 | +2% |
|
|
FAL
2
Focused Alpha LLC
Denver,
Colorado
| $4.87M | – | – | – |
|
|
DA
3
Dash Acquisitions
Woodland Hills,
California
| $1.06M | – | – | – |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $154K | +$61.9K | +2,487 | +65% |
|
|
FFA
5
Farther Finance Advisors
San Francisco,
California
| $47.8K | -$31.7K | -1,272 | -39% |
|
|
6
UBS Group
Zurich,
Switzerland
| $97 | -$2.79K | -112 | -97% |
|
|
7
Jane Street
New York
| – | -$528K | -21,130 | Closed |
|
PCHI Hedge Fund Activity: Q1 2026 in Review
6 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Polen High Income ETF (PCHI) for Q1 2026, worth a combined $19.9M — down 3.6% from $20.6M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of PCHI and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was 49 Wealth Management, adding an estimated $251K. The largest seller was Jane Street, exiting entirely with an estimated $528K sold.
- 6 institutional investors held Polen High Income ETF (PCHI) as of Q1 2026, down from 7 in Q4 2025.
- Funds reported $19.9M of Polen High Income ETF stock for Q1 2026, down 3.6% quarter-over-quarter.
- 0 funds opened new Polen High Income ETF positions in Q1 2026 and 1 closed out, a net change of -1 holder.
- The largest Polen High Income ETF buyer in Q1 2026 was 49 Wealth Management, an estimated $251K added.
- The largest Polen High Income ETF seller in Q1 2026 was Jane Street, an estimated $528K sold.
Based on aggregated 13F filings for Q1 2026.