We are live on ! Find out more
ALTL icon

Pacer Lunt Large Cap Alternator ETF

96 hedge funds and large institutions have $633M invested in Pacer Lunt Large Cap Alternator ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

1% less funds holding

Funds holding: 9796 (-1)

3.23% less ownership

Funds ownership: 74%70.78% (-3.2%)

13% less capital invested

Capital invested by funds: $731M → $633M (-$97.9M)

Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
18
Increased
35
Reduced
36
Closed
17
Calls
$99K
Puts
Net Calls
+$99K
Net Calls Change
+$99K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$111M -$684K -17,531 -0.6%
Osaic Holdings
2
Osaic Holdings
Arizona
$75.2M -$4.05M -103,613 -5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$68.5M -$2.57M -65,706 -4%
Ameriprise
4
Ameriprise
Minnesota
$62.9M -$2.85M -73,075 -4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$51.6M +$2.28M +58,360 +4%
Morgan Stanley
6
Morgan Stanley
New York
$40.2M -$12.2M -311,243 -23%
LPL Financial
7
LPL Financial
California
$18.7M -$92.3K -2,365 -0.5%
GWM
8
Geneos Wealth Management
Colorado
$17.5M +$2.11M +54,060 +13%
SIA
9
Soltis Investment Advisors
Utah
$14.1M -$253K -6,489 -2%
LFGH
10
Lee Financial Group Hawaii
Hawaii
$13.8M +$9.67M +247,718 +213%
PA
11
PFG Advisors
Arizona
$13.7M +$563K +14,424 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.62M -$13.2M -338,004 -63%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.23M -$91.4K -2,341 -1%
CAN
14
Cetera Advisor Networks
California
$7.06M -$729K -18,669 -9%
Mariner
15
Mariner
Kansas
$6.98M -$3.77M -96,463 -34%
CWM
16
Cornerstone Wealth Management
Missouri
$6.87M +$7.07M +180,974 New
EA
17
Ergawealth Advisors
Illinois
$6.52M +$935K +23,948 +16%
RJA
18
Raymond James & Associates
Florida
$6.51M -$2.52M -64,663 -27%
CWA
19
Clarus Wealth Advisors
Arizona
$5.56M +$3.41M +87,298 +134%
Truist Financial
20
Truist Financial
North Carolina
$5.4M -$1.54M -39,380 -22%
UBS Group
21
UBS Group
Switzerland
$4.88M -$69.5K -1,779 -1%
AWM
22
Avondale Wealth Management
Texas
$4.62M -$1.61M -41,118 -25%
WWM
23
Western Wealth Management
Colorado
$4.6M -$1.98M -50,842 -30%
SPWM
24
Straight Path Wealth Management
Michigan
$4.46M +$485K +12,418 +12%
CF
25
Centaurus Financial
California
$3.54M +$385K +9,870 +12%

ALTL Hedge Fund Activity: Q1 2023 in Review

96 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt Large Cap Alternator ETF (ALTL) for Q1 2023, worth a combined $633M — down 13% from $731M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ALTL positions and 17 closed out — a net gain of 1 holder — while 35 added to existing stakes and 36 trimmed.

The largest buyer was Lee Financial Group Hawaii, adding an estimated $9.67M. The largest seller was IFP Advisors, cutting an estimated $13.6M.

  • 96 institutional investors held Pacer Lunt Large Cap Alternator ETF (ALTL) as of Q1 2023, down from 97 in Q4 2022.
  • Funds reported $633M of Pacer Lunt Large Cap Alternator ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 18 funds opened new Pacer Lunt Large Cap Alternator ETF positions in Q1 2023 and 17 closed out, a net change of +1 holder.
  • The largest Pacer Lunt Large Cap Alternator ETF buyer in Q1 2023 was Lee Financial Group Hawaii, an estimated $9.67M added.
  • The largest Pacer Lunt Large Cap Alternator ETF seller in Q1 2023 was IFP Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2023.