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Pacer Aristotle Pacific Floating Rate High Income ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 24 (+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: 7177 (+6)

1.48% less ownership

Funds ownership: 59.27%57.79% (-1.5%)

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
16
Increased
40
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$38.8M +$1.26M +26,439 +3%
KAS
2
Kestra Advisory Services
Texas
$24.8M +$14.4M +302,902 +138%
LPL Financial
3
LPL Financial
California
$20.2M -$6.6M -138,494 -25%
CCM
4
Campbell Capital Management
Florida
$12.2M +$8.44M +177,112 +220%
AWS
5
Atria Wealth Solutions
New York
$8.51M +$659K +13,836 +8%
NA
6
NewEdge Advisors
Louisiana
$7.96M +$187K +3,925 +2%
IFG
7
Independent Financial Group
California
$7.41M -$3.38M -70,968 -31%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$6.8M +$407K +8,536 +6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$6.4M +$1.11M +23,292 +21%
AAS
10
Avantax Advisory Services
Texas
$5.98M +$1.64M +34,411 +38%
CFIM
11
Client First Investment Management
Wisconsin
$5.87M -$2.38M -50,000 -29%
RJA
12
Raymond James & Associates
Florida
$4.87M -$1.75M -36,614 -26%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.8M +$288K +6,040 +6%
IWN
14
Independent Wealth Network
Iowa
$4.78M +$1.8M +37,802 +60%
Stifel Financial
15
Stifel Financial
Missouri
$4.02M +$770K +16,162 +24%
AssetMark Inc
16
AssetMark Inc
California
$3.85M +$255K +5,346 +7%
SA
17
Stewardship Advisors
Pennsylvania
$3.79M -$2.07M -43,390 -35%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.75M +$333K +6,981 +10%
CFD
19
Creative Financial Designs
Indiana
$3.18M +$2.71M +56,866 +562%
CFA
20
Camarda Financial Advisors
Florida
$3.16M +$162K +3,400 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.81M +$1.82M +38,170 +181%
ATS
22
Ashton Thomas Securities
New York
$2.32M +$626K +13,133 +37%
Citadel Advisors
23
Citadel Advisors
Florida
$1.99M +$906K +19,005 +83%
LIS
24
Legacy Investment Solutions
Idaho
$1.98M +$1.97M +41,380 New
LWMI
25
Legacy Wealth Management (Idaho)
Idaho
$1.98M +$1.97M +41,380 New

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.