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PCLG

Polen Focus Growth ETF

9 hedge funds and large institutions have $102M invested in Polen Focus Growth ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 39 (+6)

116% more capital invested

Capital invested by funds: $47.3M → $102M (+$54.8M)

92.75% more ownership

Funds ownership: 0%92.75% (+93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
9
Holders Change
+6
Holders Change %
+200%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1
Wealthspire Advisors (New York)
New York
$54.5M +$54.4M +2,179,093 +10,338%
TA
2
Tectonic Advisors
Texas
$33.9M
RCA
3
Riverview Capital Advisers
Massachusetts
$12.4M
BH
4
Burk Holdings
Oklahoma
$590K +$595K +23,824 New
Mariner
5
Mariner
Kansas
$421K +$424K +17,001 New
PFM
6
Patton Fund Management
Texas
$227K +$158K +6,345 New
Jane Street
7
Jane Street
New York
$206K +$207K +8,312 New
UBS Group
8
UBS Group
Switzerland
$6.48K +$6.54K +262 New
ACA
9
American Capital Advisory
Idaho
$495 +$499 +20 New

PCLG Hedge Fund Activity: Q4 2025 in Review

9 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in Polen Focus Growth ETF (PCLG) for Q4 2025, worth a combined $102M — up 116% from $47.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PCLG positions and 0 closed out — a net gain of 6 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Wealthspire Advisors (New York), adding an estimated $54.4M.

  • 9 institutional investors held Polen Focus Growth ETF (PCLG) as of Q4 2025, up from 3 in Q3 2025.
  • Funds reported $102M of Polen Focus Growth ETF stock for Q4 2025, up 116% quarter-over-quarter.
  • 6 funds opened new Polen Focus Growth ETF positions in Q4 2025 and 0 closed out, a net change of +6 holders.
  • The largest Polen Focus Growth ETF buyer in Q4 2025 was Wealthspire Advisors (New York), an estimated $54.4M added.

Based on aggregated 13F filings for Q4 2025.