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Pacer Aristotle Pacific Floating Rate High Income ETF

25 hedge funds and large institutions have $23.3M invested in Pacer Aristotle Pacific Floating Rate High Income ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

1.14% more ownership

Funds ownership: 30.1%31.24% (+1.1%)

2% more capital invested

Capital invested by funds: $22.7M → $23.3M (+$549K)

0% more funds holding

Funds holding: 2525 (0)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$3.73M +$55.6K +1,247 +2%
IA
2
IFP Advisors
Florida
$3.08M +$152K +3,396 +6%
LPL Financial
3
LPL Financial
California
$2.99M +$1.08M +24,292 +57%
AAS
4
Avantax Advisory Services
Texas
$2.52M -$177K -3,967 -7%
CAN
5
Cetera Advisor Networks
California
$1.82M +$392K +8,797 +28%
IAIM
6
International Assets Investment Management
Florida
$1.42M +$2.1M +47,050 New
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$1.34M +$1.31M +29,313 New
ASN
8
Advisory Services Network
Georgia
$931K -$211K -4,740 -19%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$615K -$29.5K -661 -5%
AWS
10
Atria Wealth Solutions
New York
$570K -$120K -2,700 -17%
Jane Street
11
Jane Street
New York
$522K +$233K +5,233 +82%
HI
12
Harbour Investments
Wisconsin
$454K +$378K +8,482 +513%
PFS
13
Prospera Financial Services
Texas
$427K +$18.1K +406 +4%
BAM
14
Belpointe Asset Management
Nevada
$419K +$418K +9,361 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$404K -$71.9K -1,612 -15%
Osaic Holdings
16
Osaic Holdings
Arizona
$401K -$147K -3,305 -27%
MML Investors Services
17
MML Investors Services
Massachusetts
$367K +$366K +8,193 New
MC
18
Moors & Cabot
Massachusetts
$345K +$128K +2,865 +59%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$251K -$93.3K -2,091 -27%
SWM
20
Spire Wealth Management
Virginia
$216K +$32.3K +725 +18%
KAS
21
Kestra Advisory Services
Texas
$211K
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$184K -$31.2K -700 -15%
GWM
23
Geneos Wealth Management
Colorado
$33.6K +$24.5K +550 +275%
RIA
24
Realta Investment Advisors
Delaware
$22.1K +$491 +11 +2%
JP Morgan Chase
25
JP Morgan Chase
New York
-$4.79M -108,795 Closed

FLRT Hedge Fund Activity: Q4 2022 in Review

25 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) for Q4 2022, worth a combined $23.3M — up 2.4% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FLRT positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $2.1M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $4.79M sold.

  • 25 institutional investors held Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $23.3M of Pacer Aristotle Pacific Floating Rate High Income ETF stock for Q4 2022, up 2.4% quarter-over-quarter.
  • 4 funds opened new Pacer Aristotle Pacific Floating Rate High Income ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF buyer in Q4 2022 was International Assets Investment Management, an estimated $2.1M added.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF seller in Q4 2022 was JP Morgan Chase, an estimated $4.79M sold.

Based on aggregated 13F filings for Q4 2022.