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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
GWM
51
Geneos Wealth Management
Colorado
$259K +$155K +3,239 +147%
PAG
52
Private Advisor Group
New Jersey
$247K +$13.1K +275 +6%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$243K +$244K +5,121 New
SAM
54
Secure Asset Management
Michigan
$234K -$1.67K -35 -0.7%
BWP
55
Balboa Wealth Partners
Arizona
$230K +$231K +4,836 New
CW
56
CreativeOne Wealth
Kansas
$209K +$210K +4,404 New
KPWS
57
Kestra Private Wealth Services
Texas
$205K +$205K +4,304 New
CA
58
CoreCap Advisors
Michigan
$159K -$15.3K -321 -9%
GWSG
59
GPS Wealth Strategies Group
Colorado
$103K +$2.96K +62 +3%
SPIA
60
Steward Partners Investment Advisory
New York
$100K +$100K +2,104 New
ACM
61
Anfield Capital Management
California
$63K +$63.2K +1,324 New
RIA
62
Realta Investment Advisors
Delaware
$60.6K -$14K -294 -19%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$59K +$2.15K +45 +4%
Morgan Stanley
64
Morgan Stanley
New York
$30.8K +$30.9K +648 New
CIAS
65
Capital Investment Advisory Services
North Carolina
$15.9K
SFC
66
Strategic Financial Concepts
Texas
$11.7K +$680K +14,249 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$10K
PS
68
Principal Securities
Iowa
$9.51K
PCM
69
Penserra Capital Management
California
$8K +$7.92K +166 New
CSC
70
Caldwell Sutter Capital
California
$2.38K
Wells Fargo
71
Wells Fargo
California
$33
GAA
72
Global Assets Advisory
Florida
-$6.1M -290,116 Closed
LNC
73
Lincoln National Corp
Pennsylvania
-$544K -11,442 Closed
Goldman Sachs
74
Goldman Sachs
New York
-$236K -4,972 Closed
UBS Group
75
UBS Group
Switzerland
-$12.4K -260 Closed

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.