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Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT

62 hedge funds and large institutions have $140M invested in Pacer Aristotle Pacific Floating Rate High Income ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

72% more funds holding

Funds holding: 36 → 62 (+26)

72% more capital invested

Capital invested by funds: $81.5M → $140M (+$58.4M)

11.7% more ownership

Funds ownership: 54.46% → 66.16% (+12%)

Holders
62
Holders Change
+26
Holders Change %
+72.22%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
21
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
+$13.8M
2
KAS
Kestra Advisory Services
Texas
+$8.98M
3
SA
Stewardship Advisors
Pennsylvania
+$5.38M
4
CFIM
Client First Investment Management
Wisconsin
+$4.44M
5
AWS
Atria Wealth Solutions
New York
+$4.36M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$923K
2
JP Morgan Chase
JP Morgan Chase
New York
-$661K
3
ASN
Advisory Services Network
Georgia
-$425K
4
CAN
Cetera Advisor Networks
California
-$295K
5
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$245K
Name Holding Trade Value Shares
Change 		Change in
Stake
OPAM
26
Ocean Park Asset Management
California
$1.06M – – –
FH
27
FWG Holdings
Florida
$813K +$807K +17,024 New
SPC
28
Sigma Planning Corp
Michigan
$785K +$782K +16,495 New
HI
29
Harbour Investments
Wisconsin
$736K -$69.1K -1,458 -9%
CWM
30
Cornerstone Wealth Management
Missouri
$614K +$64.2K +1,355 +12%
PA
31
PSI Advisors
Florida
$596K +$594K +12,529 New
IWN
32
Independent Wealth Network
Iowa
$554K +$552K +11,653 New
LNC
33
Lincoln National Corp
Pennsylvania
$544K +$542K +11,442 New
JWCA
34
J.W. Cole Advisors
Florida
$528K +$526K +11,106 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$518K +$517K +10,901 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$492K +$246K +5,188 +100%
PCM
37
Price Capital Management
Louisiana
$476K +$474K +10,000 New
MML Investors Services
38
MML Investors Services
Massachusetts
$429K -$52.5K -1,107 -11%
SP
39
Sequent Planning
Nebraska
$329K +$328K +6,925 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$315K +$314K +6,630 New
IWA
41
IVC Wealth Advisors
Pennsylvania
$302K +$301K +6,351 New
CF
42
Centaurus Financial
California
$274K +$82.5K +1,740 +43%
IW
43
Imprint Wealth
South Carolina
$268K +$267K +5,642 New
AHIA
44
Andrew Hill Investment Advisors
Florida
$248K +$2.61K +55 +1%
Goldman Sachs
45
Goldman Sachs
New York
$236K +$236K +4,972 New
SAM
46
Secure Asset Management
Michigan
$235K +$235K +4,948 New
PAG
47
Private Advisor Group
New Jersey
$234K – – –
SG
48
StoneX Group
New York
$217K +$216K +4,557 New
SWP
49
Stratos Wealth Partners
Ohio
$207K +$207K +4,362 New
TA
50
TrueWealth Advisors
Alabama
$206K +$206K +4,341 New
1
2
3

FLRT Hedge Fund Activity: Q1 2024 in Review

62 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) for Q1 2024, worth a combined $140M — up 72% from $81.5M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FLRT positions and 4 closed out — a net gain of 26 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $13.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $923K sold.

  • 62 institutional investors held Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) as of Q1 2024, up from 36 in Q4 2023.
  • Funds reported $140M of Pacer Aristotle Pacific Floating Rate High Income ETF stock for Q1 2024, up 72% quarter-over-quarter.
  • 30 funds opened new Pacer Aristotle Pacific Floating Rate High Income ETF positions in Q1 2024 and 4 closed out, a net change of +26 holders.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $13.8M added.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF seller in Q1 2024 was Citadel Advisors, an estimated $923K sold.

Based on aggregated 13F filings for Q1 2024.