Who Owns Polen High Income ETF (PCHI)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$138580001071000797184.0T
% of Float Held
—
QoQ Change in Holders
+4 / -0
Price History
PCHI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Dash Acquisitions Inc. | New Position | +43K | +$1.1B |
| FOCUSED ALPHA, LLC | New Position | +200K | +$4.0M |
| UBS Group AG | New Position | +116 | +$2.0M |
| OSAIC HOLDINGS, INC. | New Position | +4K | +$0 |
| 49 WEALTH MANAGEMENT, LLC | Increased | +6K | +$-66.0M |
| JANE STREET GROUP, LLC | Increased | +11K | +$-252.0M |
PCHI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Farther Finance Advisors, LLC | Decreased | -2K | -$46.4M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | 554,525 | $13.9B | 1.13% | Share |
| 2 | Dash Acquisitions Inc. | 42,783 | $1.1B | 0.22% | Share |
| 3 | Farther Finance Advisors, LLC | 3,225 | $80.0M | 0.00% | Share |
| 4 | FOCUSED ALPHA, LLC | 200,000 | $4.0M | 1.18% | Share |
| 5 | UBS Group AG | 116 | $2.0M | 0.00% | Share |
| 6 | OSAIC HOLDINGS, INC. | 3,825 | $0 | 0.00% | Share |
| 7 | JANE STREET GROUP, LLC | 21,130 | $0 | 0.00% | Share |
PCHI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $15.0B | +4 |
| Q3 2025 | 3 | $14.3B | -1 |
| Q2 2025 | 4 | $14.1B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold PCHI (Polen High Income ETF). The largest holder is 49 WEALTH MANAGEMENT, LLC with $13.9B in shares. This quarter, 4 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own PCHI?
As of Q4 2025, 7 institutional investors report holding PCHI (Polen High Income ETF) in their 13F filings.
Who is the largest institutional holder of PCHI?
The largest institutional holder of PCHI is 49 WEALTH MANAGEMENT, LLC with $13.9B in shares.
Is institutional ownership of PCHI increasing or decreasing?
This quarter, 4 institutions opened new positions in PCHI and 0 closed their positions.