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Pacer Aristotle Pacific Floating Rate High Income ETF

30 hedge funds and large institutions have $51.4M invested in Pacer Aristotle Pacific Floating Rate High Income ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

121% more capital invested

Capital invested by funds: $23.3M → $51.4M (+$28.1M)

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

22.12% more ownership

Funds ownership: 31.24%53.36% (+22%)

20% more funds holding

Funds holding: 2530 (+5)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
IFP Advisors
Florida
$12.2M +$8.49M +186,135 +299%
FIA
2
Foundations Investment Advisors
Arizona
$10.8M +$10.8M +237,283 New
NA
3
NewEdge Advisors
Louisiana
$4.05M +$245K +5,377 +6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.57M +$3.33M +73,125 +1,306%
LPL Financial
5
LPL Financial
California
$3.37M +$345K +7,568 +11%
CAN
6
Cetera Advisor Networks
California
$3.32M +$1.49M +32,680 +80%
Jane Street
7
Jane Street
New York
$3.3M +$2.79M +61,141 +525%
AAS
8
Avantax Advisory Services
Texas
$2.94M +$392K +8,591 +15%
VBFP
9
Valtinson Bruner Financial Planning
Minnesota
$1.09M -$240K -5,255 -18%
ASN
10
Advisory Services Network
Georgia
$981K +$39.7K +870 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$832K +$425K +9,323 +104%
HI
12
Harbour Investments
Wisconsin
$832K +$375K +8,223 +81%
MC
13
Moors & Cabot
Massachusetts
$567K +$220K +4,815 +62%
AWS
14
Atria Wealth Solutions
New York
$499K -$77.9K -1,709 -13%
KAS
15
Kestra Advisory Services
Texas
$468K +$256K +5,624 +120%
PFS
16
Prospera Financial Services
Texas
$419K -$12.9K -284 -3%
MML Investors Services
17
MML Investors Services
Massachusetts
$395K +$24K +527 +6%
IFG
18
Independent Financial Group
California
$304K +$306K +6,711 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$301K -$108K -2,375 -26%
BAM
20
Belpointe Asset Management
Nevada
$271K -$154K -3,374 -36%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$237K +$239K +5,238 New
CWM
22
Cornerstone Wealth Management
Missouri
$224K +$225K +4,940 New
CA
23
Cetera Advisors
Colorado
$218K +$219K +4,805 New
UBS Group
24
UBS Group
Switzerland
$137K +$137K +3,013 New
GWM
25
Geneos Wealth Management
Colorado
$99.7K +$66.1K +1,450 +193%

FLRT Hedge Fund Activity: Q1 2023 in Review

30 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) for Q1 2023, worth a combined $51.4M — up 121% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLRT positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $10.8M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $1.42M sold.

  • 30 institutional investors held Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) as of Q1 2023, up from 25 in Q4 2022.
  • Funds reported $51.4M of Pacer Aristotle Pacific Floating Rate High Income ETF stock for Q1 2023, up 121% quarter-over-quarter.
  • 8 funds opened new Pacer Aristotle Pacific Floating Rate High Income ETF positions in Q1 2023 and 3 closed out, a net change of +5 holders.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF buyer in Q1 2023 was Foundations Investment Advisors, an estimated $10.8M added.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF seller in Q1 2023 was International Assets Investment Management, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2023.