Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
30 hedge funds and large institutions have $51.4M invested in Pacer Aristotle Pacific Floating Rate High Income ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
121% more capital invested
Capital invested by funds: $23.3M → $51.4M (+$28.1M)
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
22.12% more ownership
Funds ownership: 31.24% → 53.36% (+22%)
20% more funds holding
Funds holding: 25 → 30 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$10.8M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$8.49M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.33M |
| 4 |
Jane Street
New York
|
+$2.79M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.42M |
| 2 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$240K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$192K |
| 4 |
Rockefeller Capital Management
New York
|
-$184K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$154K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
26
Spire Wealth Management
Mclean,
Virginia
| $27.7K | -$192K | -4,206 | -87% |
|
|
WP
27
WealthPLAN Partners
Omaha,
Nebraska
| $14.9K | +$15K | +329 | New |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | +$5.2K | +114 | +11,400% |
|
|
CSC
29
Caldwell Sutter Capital
Sausalito,
California
| $1.81K | +$1.82K | +40 | New |
|
30
Commonwealth Equity Services
Waltham,
Massachusetts
| $569 | -$52.7K | -1,155 | -8% |
|
31
Wells Fargo
San Francisco,
California
| $28 | – | – | – |
|
|
IAIM
32
International Assets Investment Management
Orlando,
Florida
| – | -$1.42M | -47,050 | Closed |
|
|
33
Rockefeller Capital Management
New York
| – | -$184K | -4,121 | Closed |
|
|
RIA
34
Realta Investment Advisors
Wilmington,
Delaware
| – | -$22.1K | -492 | Closed |
|
FLRT Hedge Fund Activity: Q1 2023 in Review
30 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) for Q1 2023, worth a combined $51.4M — up 121% from $23.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FLRT positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $10.8M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $1.42M sold.
- 30 institutional investors held Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) as of Q1 2023, up from 25 in Q4 2022.
- Funds reported $51.4M of Pacer Aristotle Pacific Floating Rate High Income ETF stock for Q1 2023, up 121% quarter-over-quarter.
- 8 funds opened new Pacer Aristotle Pacific Floating Rate High Income ETF positions in Q1 2023 and 3 closed out, a net change of +5 holders.
- The largest Pacer Aristotle Pacific Floating Rate High Income ETF buyer in Q1 2023 was Foundations Investment Advisors, an estimated $10.8M added.
- The largest Pacer Aristotle Pacific Floating Rate High Income ETF seller in Q1 2023 was International Assets Investment Management, an estimated $1.42M sold.
Based on aggregated 13F filings for Q1 2023.