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Pacer Aristotle Pacific Floating Rate High Income ETF

85 hedge funds and large institutions have $244M invested in Pacer Aristotle Pacific Floating Rate High Income ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 15

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

10% more funds holding

Funds holding: 7785 (+8)

10% more capital invested

Capital invested by funds: $222M → $244M (+$21.6M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.3% less ownership

Funds ownership: 57.79%56.5% (-1.3%)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
46
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$41.5M +$2.73M +57,215 +7%
LPL Financial
2
LPL Financial
California
$24.3M +$4.06M +85,067 +20%
CCM
3
Campbell Capital Management
Florida
$14.9M +$2.63M +55,077 +21%
Raymond James Financial
4
Raymond James Financial
Florida
$12.8M +$12.8M +268,402 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$9.59M +$3.18M +66,760 +49%
AWS
6
Atria Wealth Solutions
New York
$9.44M +$923K +19,345 +11%
IFG
7
Independent Financial Group
California
$8.8M +$1.39M +29,229 +19%
NA
8
NewEdge Advisors
Louisiana
$8.4M +$434K +9,107 +5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.36M +$1.56M +32,721 +23%
AAS
10
Avantax Advisory Services
Texas
$7.37M +$1.39M +29,049 +23%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.96M +$2.17M +45,403 +45%
CFIM
12
Client First Investment Management
Wisconsin
$6.46M +$589K +12,358 +10%
KAS
13
Kestra Advisory Services
Texas
$4.62M -$20.3M -425,904 -81%
Stifel Financial
14
Stifel Financial
Missouri
$4.46M +$438K +9,190 +11%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.44M +$2.49M +52,311 +127%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.27M +$1.46M +30,551 +52%
SB
17
Strategic Blueprint
Georgia
$4.13M +$3.55M +74,504 +603%
SA
18
Stewardship Advisors
Pennsylvania
$3.84M +$43.4K +911 +1%
IWN
19
Independent Wealth Network
Iowa
$3.61M -$1.18M -24,690 -25%
CFD
20
Creative Financial Designs
Indiana
$3.43M +$246K +5,160 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.29M +$1.63M +34,218 +98%
IAA
22
Independence Asset Advisors
Pennsylvania
$3.29M +$2.41M +50,632 +273%
CFA
23
Camarda Financial Advisors
Florida
$3.26M +$94K +1,971 +3%
WCM
24
Winebrenner Capital Management
Kentucky
$2.81M +$2.82M +59,151 New
PFS
25
Prospera Financial Services
Texas
$2.56M +$928K +19,468 +57%

FLRT Hedge Fund Activity: Q4 2024 in Review

85 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) for Q4 2024, worth a combined $244M — up 9.7% from $222M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FLRT positions and 6 closed out — a net gain of 10 holders — while 46 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.06M. The largest seller was Kestra Advisory Services, cutting an estimated $20.3M.

  • 85 institutional investors held Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $244M of Pacer Aristotle Pacific Floating Rate High Income ETF stock for Q4 2024, up 9.7% quarter-over-quarter.
  • 16 funds opened new Pacer Aristotle Pacific Floating Rate High Income ETF positions in Q4 2024 and 6 closed out, a net change of +10 holders.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF buyer in Q4 2024 was LPL Financial, an estimated $4.06M added.
  • The largest Pacer Aristotle Pacific Floating Rate High Income ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2024.