We are live on ! Find out more
ALTL icon

Pacer Lunt Large Cap Alternator ETF

75 hedge funds and large institutions have $363M invested in Pacer Lunt Large Cap Alternator ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1% less funds holding

Funds holding: 7675 (-1)

4.71% less ownership

Funds ownership: 68.57%63.86% (-4.7%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

27% less capital invested

Capital invested by funds: $496M → $363M (-$133M)

49% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 41

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
6
Increased
21
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$69.5M -$14.7M -396,490 -16%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$42.7M -$11.2M -302,435 -20%
Osaic Holdings
3
Osaic Holdings
Arizona
$30M +$1.55M +41,891 +5%
Ameriprise
4
Ameriprise
Minnesota
$26.8M -$25.8M -697,008 -47%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$22.9M -$22.8M -616,806 -48%
Morgan Stanley
6
Morgan Stanley
New York
$20.5M -$7.56M -204,259 -26%
LFGH
7
Lee Financial Group Hawaii
Hawaii
$14.1M +$1.57M +42,444 +12%
GWM
8
Geneos Wealth Management
Colorado
$13.6M -$3.83M -103,396 -21%
SIA
9
Soltis Investment Advisors
Utah
$12.1M -$661K -17,862 -5%
LPL Financial
10
LPL Financial
California
$11.7M -$2.1M -56,753 -14%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$10.4M +$11.1M +300,874 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.84M -$711K -19,208 -6%
PA
13
PFG Advisors
Arizona
$8.64M -$903K -24,386 -9%
EA
14
Ergawealth Advisors
Illinois
$6.97M +$83.4K +2,253 +1%
CWM
15
Cornerstone Wealth Management
Missouri
$6.3M +$94.3K +2,547 +1%
LCM
16
Lunt Capital Management
Utah
$5.97M +$229K +6,196 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.91M -$1.06M -28,524 -17%
Truist Financial
18
Truist Financial
North Carolina
$4.37M -$62.1K -1,676 -1%
RJA
19
Raymond James & Associates
Florida
$3.79M +$235K +6,346 +6%
CF
20
Centaurus Financial
California
$3.52M +$247K +6,662 +7%
AWM
21
Avondale Wealth Management
Texas
$3.07M -$242K -6,543 -7%
SFI
22
SPC Financial Inc
Maryland
$2.7M +$150K +4,044 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.23M -$336K -9,064 -12%
CA
24
Cetera Advisors
Colorado
$2.2M -$2.2M -59,324 -48%
AssetMark Inc
25
AssetMark Inc
California
$1.92M +$127K +3,437 +7%

ALTL Hedge Fund Activity: Q3 2023 in Review

75 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt Large Cap Alternator ETF (ALTL) for Q3 2023, worth a combined $363M — down 27% from $496M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ALTL positions and 5 closed out — a net gain of 1 holder — while 21 added to existing stakes and 41 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $11.1M. The largest seller was Ameriprise, cutting an estimated $25.8M.

  • 75 institutional investors held Pacer Lunt Large Cap Alternator ETF (ALTL) as of Q3 2023, down from 76 in Q2 2023.
  • Funds reported $363M of Pacer Lunt Large Cap Alternator ETF stock for Q3 2023, down 27% quarter-over-quarter.
  • 6 funds opened new Pacer Lunt Large Cap Alternator ETF positions in Q3 2023 and 5 closed out, a net change of +1 holder.
  • The largest Pacer Lunt Large Cap Alternator ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $11.1M added.
  • The largest Pacer Lunt Large Cap Alternator ETF seller in Q3 2023 was Ameriprise, an estimated $25.8M sold.

Based on aggregated 13F filings for Q3 2023.