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Pacer Aristotle Pacific Floating Rate High Income ETF

36 hedge funds and large institutions have $81.5M invested in Pacer Aristotle Pacific Floating Rate High Income ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

6% more funds holding

Funds holding: 3436 (+2)

13.97% less ownership

Funds ownership: 68.43%54.46% (-14%)

22% less capital invested

Capital invested by funds: $105M → $81.5M (-$23.6M)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$24.6M +$7M +149,769 +41%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.2M +$4.95M +105,946 +227%
LPL Financial
3
LPL Financial
California
$6.91M +$490K +10,485 +8%
NA
4
NewEdge Advisors
Louisiana
$6.5M +$999K +21,393 +18%
RJA
5
Raymond James & Associates
Florida
$4.23M +$4.2M +89,820 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.11M -$9.84M -210,739 -71%
AAS
7
Avantax Advisory Services
Texas
$3.86M +$418K +8,955 +12%
AWS
8
Atria Wealth Solutions
New York
$3.06M +$2.65M +56,649 +733%
CFA
9
Camarda Financial Advisors
Florida
$3.06M +$110K +2,348 +4%
CAN
10
Cetera Advisor Networks
California
$2.57M -$1.04M -22,185 -29%
ASN
11
Advisory Services Network
Georgia
$1.82M -$82.5K -1,765 -4%
IAIM
12
International Assets Investment Management
Florida
$1.73M +$1.72M +36,740 New
IFG
13
Independent Financial Group
California
$1.72M +$1.25M +26,676 +269%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.14M +$77K +1,649 +7%
OPAM
15
Ocean Park Asset Management
California
$1.05M
MOS
16
MGO One Seven
Ohio
$1M -$117K -2,500 -11%
Citadel Advisors
17
Citadel Advisors
Florida
$923K +$915K +19,590 New
HI
18
Harbour Investments
Wisconsin
$798K -$38.4K -823 -5%
MC
19
Moors & Cabot
Massachusetts
$775K -$155K -3,325 -17%
JP Morgan Chase
20
JP Morgan Chase
New York
$661K +$86.9K +1,861 +15%
CA
21
Cetera Advisors
Colorado
$570K +$178K +3,809 +46%
KAS
22
Kestra Advisory Services
Texas
$558K +$106K +2,279 +24%
CWM
23
Cornerstone Wealth Management
Missouri
$545K +$130K +2,791 +32%
MML Investors Services
24
MML Investors Services
Massachusetts
$477K +$33.6K +720 +8%
Stifel Financial
25
Stifel Financial
Missouri
$356K +$353K +7,554 New

FLRT Hedge Fund Activity: Q4 2023 in Review

36 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) for Q4 2023, worth a combined $81.5M — down 22% from $105M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLRT positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $7M. The largest seller was Jane Street, exiting entirely with an estimated $27.7M sold.

  • 36 institutional investors held Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) as of Q4 2023, up from 34 in Q3 2023.
  • Funds reported $81.5M of Pacer Aristotle Pacific Floating Rate High Income ETF stock for Q4 2023, down 22% quarter-over-quarter.
  • 10 funds opened new Pacer Aristotle Pacific Floating Rate High Income ETF positions in Q4 2023 and 8 closed out, a net change of +2 holders.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF buyer in Q4 2023 was Foundations Investment Advisors, an estimated $7M added.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF seller in Q4 2023 was Jane Street, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2023.