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Pacer Aristotle Pacific Floating Rate High Income ETF

71 hedge funds and large institutions have $192M invested in Pacer Aristotle Pacific Floating Rate High Income ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

280% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 10

37% more capital invested

Capital invested by funds: $140M → $192M (+$52M)

15% more funds holding

Funds holding: 6271 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6.89% less ownership

Funds ownership: 66.16%59.27% (-6.9%)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
38
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
26
Fifth Third Securities
Ohio
$1.22M +$1.22M +25,487 New
Citadel Advisors
27
Citadel Advisors
Florida
$1.09M +$1.1M +22,961 New
SPC
28
Sigma Planning Corp
Michigan
$1.07M +$286K +5,995 +36%
OPAM
29
Ocean Park Asset Management
California
$1.06M
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1M +$512K +10,731 +104%
CWM
31
Cornerstone Wealth Management
Missouri
$961K +$349K +7,306 +57%
FH
32
FWG Holdings
Florida
$874K +$59.4K +1,245 +7%
JWCA
33
J.W. Cole Advisors
Florida
$837K +$310K +6,497 +58%
CF
34
Centaurus Financial
California
$726K +$454K +9,502 +165%
BCA
35
Bay Colony Advisors
Massachusetts
$635K +$637K +13,350 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$633K +$116K +2,421 +22%
MOS
37
MGO One Seven
Ohio
$631K -$529K -11,088 -46%
PA
38
PSI Advisors
Florida
$617K +$20.9K +437 +3%
MML Investors Services
39
MML Investors Services
Massachusetts
$569K +$140K +2,939 +33%
HI
40
Harbour Investments
Wisconsin
$554K -$183K -3,829 -25%
CFD
41
Creative Financial Designs
Indiana
$482K +$479K +10,027 +10,027%
PCM
42
Price Capital Management
Louisiana
$478K
SP
43
Sequent Planning
Nebraska
$442K +$112K +2,354 +34%
PWM
44
Perigon Wealth Management
California
$422K -$852K -17,842 -67%
IWA
45
IVC Wealth Advisors
Pennsylvania
$416K +$114K +2,390 +38%
TA
46
TrueWealth Advisors
Alabama
$379K +$174K +3,635 +84%
SWP
47
Stratos Wealth Partners
Ohio
$273K +$65.4K +1,370 +31%
PA
48
PFG Advisors
Arizona
$269K +$270K +5,663 New
SG
49
StoneX Group
New York
$267K +$47.7K +1,000 +22%
AHIA
50
Andrew Hill Investment Advisors
Florida
$263K +$15K +315 +6%

FLRT Hedge Fund Activity: Q2 2024 in Review

71 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) for Q2 2024, worth a combined $192M — up 37% from $140M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FLRT positions and 4 closed out — a net gain of 12 holders — while 38 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.9M. The largest seller was Osaic Holdings, cutting an estimated $6.42M.

  • 71 institutional investors held Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) as of Q2 2024, up from 62 in Q1 2024.
  • Funds reported $192M of Pacer Aristotle Pacific Floating Rate High Income ETF stock for Q2 2024, up 37% quarter-over-quarter.
  • 16 funds opened new Pacer Aristotle Pacific Floating Rate High Income ETF positions in Q2 2024 and 4 closed out, a net change of +12 holders.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF buyer in Q2 2024 was LPL Financial, an estimated $18.9M added.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF seller in Q2 2024 was Osaic Holdings, an estimated $6.42M sold.

Based on aggregated 13F filings for Q2 2024.