Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
77 hedge funds and large institutions have $222M invested in Pacer Aristotle Pacific Floating Rate High Income ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 10 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 16
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
16% more capital invested
Capital invested by funds: $192M → $222M (+$30.2M)
8% more funds holding
Funds holding: 71 → 77 (+6)
1.48% less ownership
Funds ownership: 59.27% → 57.79% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$14.4M |
| 2 |
CCM
Campbell Capital Management
Miami,
Florida
|
+$8.44M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$2.71M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.82M |
| 5 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.6M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
-$3.38M |
| 3 |
CFIM
Client First Investment Management
West Bend,
Wisconsin
|
-$2.38M |
| 4 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$2.07M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $47 | +$48 | +1 | New |
|
77
Wells Fargo
San Francisco,
California
| $32 | – | – | – |
|
|
IAIM
78
International Assets Investment Management
Orlando,
Florida
| – | -$1.84M | -38,656 | Closed |
|
|
SFC
79
Strategic Financial Concepts
San Antonio,
Texas
| – | -$11.7K | -14,249 | Closed |
|
80
Rockefeller Capital Management
New York
| – | -$633K | -13,322 | Closed |
|
|
PCM
81
Price Capital Management
Lafayette,
Louisiana
| – | -$478K | -10,000 | Closed |
|
|
AHIA
82
Andrew Hill Investment Advisors
Naples,
Florida
| – | -$263K | -5,530 | Closed |
|
|
PAG
83
Private Advisor Group
Morristown,
New Jersey
| – | -$247K | -5,203 | Closed |
|
|
BWP
84
Balboa Wealth Partners
Scottsdale,
Arizona
| – | -$230K | -4,836 | Closed |
|
|
SPIA
85
Steward Partners Investment Advisory
New York
| – | -$100K | -2,104 | Closed |
|
|
RIA
86
Realta Investment Advisors
Wilmington,
Delaware
| – | -$60.6K | -1,275 | Closed |
|
|
PCM
87
Penserra Capital Management
Orinda,
California
| – | -$8K | -166 | Closed |
|
FLRT Hedge Fund Activity: Q3 2024 in Review
77 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) for Q3 2024, worth a combined $222M — up 16% from $192M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FLRT positions and 10 closed out — a net gain of 6 holders — while 40 added to existing stakes and 16 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $14.4M. The largest seller was LPL Financial, cutting an estimated $6.6M.
- 77 institutional investors held Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) as of Q3 2024, up from 71 in Q2 2024.
- Funds reported $222M of Pacer Aristotle Pacific Floating Rate High Income ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 16 funds opened new Pacer Aristotle Pacific Floating Rate High Income ETF positions in Q3 2024 and 10 closed out, a net change of +6 holders.
- The largest Pacer Aristotle Pacific Floating Rate High Income ETF buyer in Q3 2024 was Kestra Advisory Services, an estimated $14.4M added.
- The largest Pacer Aristotle Pacific Floating Rate High Income ETF seller in Q3 2024 was LPL Financial, an estimated $6.6M sold.
Based on aggregated 13F filings for Q3 2024.