Polen Capital International Growth ETF
PCIG
11 hedge funds and large institutions have $20.4M invested in Polen Capital International Growth ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 0 closing their positions.
38% more funds holding
Funds holding: 8 → 11 (+3)
3% more capital invested
Capital invested by funds: $19.9M → $20.4M (+$534K)
3.25% less ownership
Funds ownership: 75.8% → 72.55% (-3.2%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
Etesian Wealth Advisors
West Linn,
Oregon
|
+$163K |
| 2 |
Jane Street
New York
|
+$42.1K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.89K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.57K |
| 5 |
OP
ORG Partners
Roanoke,
Indiana
|
+$2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$291K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$62.7K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$7.15K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$7.15K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.44K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $17.6M | -$291K | -29,880 | -2% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.09M | -$62.7K | -6,436 | -6% |
|
|
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $548K | -$7.15K | -734 | -1% |
|
|
OPS
4
Orion Portfolio Solutions
Omaha,
Nebraska
| $548K | -$7.15K | -734 | -1% |
|
|
5
Jane Street
New York
| $225K | +$42.1K | +4,320 | +24% |
|
|
EWA
6
Etesian Wealth Advisors
West Linn,
Oregon
| $166K | +$163K | +16,696 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $90.2K | -$4.44K | -456 | -5% |
|
|
OP
8
ORG Partners
Roanoke,
Indiana
| $86.9K | +$2K | +205 | +2% |
|
|
9
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4.99K | +$4.89K | +502 | New |
|
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| $2.64K | +$2.57K | +264 | New |
|
11
UBS Group
Zurich,
Switzerland
| $1.8K | +$1.01K | +104 | +135% |
|
PCIG Hedge Fund Activity: Q3 2024 in Review
11 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Polen Capital International Growth ETF (PCIG) for Q3 2024, worth a combined $20.4M — up 2.7% from $19.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PCIG positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Etesian Wealth Advisors, opening a new position worth an estimated $163K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $291K.
- 11 institutional investors held Polen Capital International Growth ETF (PCIG) as of Q3 2024, up from 8 in Q2 2024.
- Funds reported $20.4M of Polen Capital International Growth ETF stock for Q3 2024, up 2.7% quarter-over-quarter.
- 3 funds opened new Polen Capital International Growth ETF positions in Q3 2024 and 0 closed out, a net change of +3 holders.
- The largest Polen Capital International Growth ETF buyer in Q3 2024 was Etesian Wealth Advisors, an estimated $163K added.
- The largest Polen Capital International Growth ETF seller in Q3 2024 was Cambridge Investment Research Advisors, an estimated $291K sold.
Based on aggregated 13F filings for Q3 2024.