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Pacer Aristotle Pacific Floating Rate High Income ETF

62 hedge funds and large institutions have $140M invested in Pacer Aristotle Pacific Floating Rate High Income ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

72% more funds holding

Funds holding: 3662 (+26)

72% more capital invested

Capital invested by funds: $81.5M → $140M (+$58.4M)

11.7% more ownership

Funds ownership: 54.46%66.16% (+12%)

Holders
62
Holders Change
+26
Holders Change %
+72.22%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
21
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$28.6M +$3.87M +81,569 +16%
Osaic Holdings
2
Osaic Holdings
Arizona
$10.9M +$3.64M +76,772 +50%
KAS
3
Kestra Advisory Services
Texas
$9.57M +$8.98M +189,365 +1,598%
LPL Financial
4
LPL Financial
California
$8M +$1.02M +21,553 +15%
AWS
5
Atria Wealth Solutions
New York
$7.43M +$4.36M +91,898 +143%
NA
6
NewEdge Advisors
Louisiana
$7.34M +$783K +16,510 +12%
GAA
7
Global Assets Advisory
Florida
$6.1M +$13.8M +290,116 New
RJA
8
Raymond James & Associates
Florida
$6.05M +$1.78M +37,461 +42%
SA
9
Stewardship Advisors
Pennsylvania
$5.4M +$5.38M +113,485 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.98M +$827K +17,435 +20%
CFIM
11
Client First Investment Management
Wisconsin
$4.45M +$4.44M +93,576 New
AAS
12
Avantax Advisory Services
Texas
$3.98M +$78.5K +1,657 +2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.55M +$3.54M +74,732 New
Jane Street
14
Jane Street
New York
$3.27M +$3.25M +68,660 New
CFA
15
Camarda Financial Advisors
Florida
$2.98M -$106K -2,232 -3%
CAN
16
Cetera Advisor Networks
California
$2.29M -$295K -6,218 -11%
IFG
17
Independent Financial Group
California
$2.13M +$392K +8,259 +23%
IAIM
18
International Assets Investment Management
Florida
$1.87M +$127K +2,682 +7%
MC
19
Moors & Cabot
Massachusetts
$1.55M +$766K +16,166 +98%
ASN
20
Advisory Services Network
Georgia
$1.41M -$425K -8,960 -23%
Stifel Financial
21
Stifel Financial
Missouri
$1.39M +$1.02M +21,588 +286%
PWM
22
Perigon Wealth Management
California
$1.27M +$1.27M +26,721 New
CA
23
Cetera Advisors
Colorado
$1.26M +$684K +14,429 +119%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.18M +$33.6K +708 +3%
MOS
25
MGO One Seven
Ohio
$1.16M +$147K +3,100 +15%

FLRT Hedge Fund Activity: Q1 2024 in Review

62 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) for Q1 2024, worth a combined $140M — up 72% from $81.5M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FLRT positions and 4 closed out — a net gain of 26 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $13.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $923K sold.

  • 62 institutional investors held Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) as of Q1 2024, up from 36 in Q4 2023.
  • Funds reported $140M of Pacer Aristotle Pacific Floating Rate High Income ETF stock for Q1 2024, up 72% quarter-over-quarter.
  • 30 funds opened new Pacer Aristotle Pacific Floating Rate High Income ETF positions in Q1 2024 and 4 closed out, a net change of +26 holders.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $13.8M added.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF seller in Q1 2024 was Citadel Advisors, an estimated $923K sold.

Based on aggregated 13F filings for Q1 2024.