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Pacer Lunt Large Cap Alternator ETF

68 hedge funds and large institutions have $217M invested in Pacer Lunt Large Cap Alternator ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% less ownership

Funds ownership: 63.86%62.32% (-1.5%)

9% less funds holding

Funds holding: 7568 (-7)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less capital invested

Capital invested by funds: $363M → $217M (-$146M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

78% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 45

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
6
Increased
10
Reduced
45
Closed
13
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
$42.3M -$25.1M -760,138 -38%
Morgan Stanley
2
Morgan Stanley
New York
$26.3M +$6.11M +185,219 +31%
Ameriprise
3
Ameriprise
Minnesota
$18.4M -$7.58M -229,796 -30%
LFGH
4
Lee Financial Group Hawaii
Hawaii
$13.5M -$291K -8,813 -2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$13.2M -$8.96M -271,508 -41%
GWM
6
Geneos Wealth Management
Colorado
$13.1M -$121K -3,673 -0.9%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.8M -$18.1M -549,604 -63%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.89M +$278K +8,439 +3%
SIA
9
Soltis Investment Advisors
Utah
$7.4M -$4.28M -129,847 -37%
EA
10
Ergawealth Advisors
Illinois
$7.18M +$371K +11,244 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.41M -$34.6M -1,048,283 -85%
LPL Financial
12
LPL Financial
California
$6.16M -$5.17M -156,671 -46%
LCM
13
Lunt Capital Management
Utah
$5.71M -$114K -3,441 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.79M -$984K -29,825 -21%
SFI
15
SPC Financial Inc
Maryland
$3.16M +$512K +15,521 +20%
PA
16
PFG Advisors
Arizona
$2.63M -$5.69M -172,583 -69%
CA
17
Cetera Advisors
Colorado
$2.13M -$13.7K -415 -0.7%
Goldman Sachs
18
Goldman Sachs
New York
$2.07M +$705K +21,374 +53%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.95M -$224K -6,778 -10%
AssetMark Inc
20
AssetMark Inc
California
$1.76M -$104K -3,166 -6%
RJA
21
Raymond James & Associates
Florida
$1.6M -$2.07M -62,725 -57%
KAS
22
Kestra Advisory Services
Texas
$1.42M +$477K +14,444 +52%
CW
23
CreativeOne Wealth
Kansas
$1.29M -$19.3K -585 -1%
SOS
24
Silver Oak Securities
Tennessee
$1.23M +$1.02M +30,834 +528%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.19M +$60.3K +1,827 +5%

ALTL Hedge Fund Activity: Q4 2023 in Review

68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt Large Cap Alternator ETF (ALTL) for Q4 2023, worth a combined $217M — down 40% from $363M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ALTL and 6 opened new positions — a net loss of 7 holders — while 45 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $6.11M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $34.6M.

  • 68 institutional investors held Pacer Lunt Large Cap Alternator ETF (ALTL) as of Q4 2023, down from 75 in Q3 2023.
  • Funds reported $217M of Pacer Lunt Large Cap Alternator ETF stock for Q4 2023, down 40% quarter-over-quarter.
  • 6 funds opened new Pacer Lunt Large Cap Alternator ETF positions in Q4 2023 and 13 closed out, a net change of -7 holders.
  • The largest Pacer Lunt Large Cap Alternator ETF buyer in Q4 2023 was Morgan Stanley, an estimated $6.11M added.
  • The largest Pacer Lunt Large Cap Alternator ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $34.6M sold.

Based on aggregated 13F filings for Q4 2023.