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Pacer Lunt Large Cap Multi-Factor Alternator ETF

46 hedge funds and large institutions have $140M invested in Pacer Lunt Large Cap Multi-Factor Alternator ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% less ownership

Funds ownership: 67.96%66.25% (-1.7%)

6% less funds holding

Funds holding: 4946 (-3)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

22% less capital invested

Capital invested by funds: $179M → $140M (-$38.8M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
4
Increased
18
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$853K
CW
27
CreativeOne Wealth
Kansas
$849K +$32.5K +879 +4%
BCI
28
Brinker Capital Investments
Pennsylvania
$813K
CWM
29
Chicago Wealth Management
Illinois
$763K +$37.9K +1,026 +5%
OPS
30
Orion Portfolio Solutions
Nebraska
$754K -$7.87K -213 -1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$624K -$926K -25,070 -58%
Jane Street
32
Jane Street
New York
$591K +$331K +8,957 +110%
FEG
33
Financial Enhancement Group
Indiana
$559K +$272K +7,357 +84%
IAN
34
Integrated Advisors Network
Texas
$523K -$309K -8,368 -36%
WA
35
Waverly Advisors
Alabama
$468K +$257K +6,950 +106%
AAS
36
Avantax Advisory Services
Texas
$370K -$18.1K -489 -4%
LIM
37
Leavell Investment Management
Alabama
$347K +$96.2K +2,604 +35%
MML Investors Services
38
MML Investors Services
Massachusetts
$344K -$47.5K -1,285 -11%
IFG
39
Independent Financial Group
California
$272K +$1.7K +46 +0.6%
TCM
40
Triumph Capital Management
Colorado
$233K +$11.8K +320 +5%
Bank of America
41
Bank of America
North Carolina
$58K
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$11K +$11.7K +317 New
Wells Fargo
43
Wells Fargo
California
$5K -$5.36K -145 -48%
UBS Group
44
UBS Group
Switzerland
$5K +$5.28K +143 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$4K -$40.3K -1,090 -91%
PWS
46
Paragon Wealth Strategies
Florida
-$32.6M -825,917 Closed
PG
47
Prostatis Group
Maryland
-$7.23M -183,235 Closed
BCM
48
Brookstone Capital Management
Illinois
-$2.73M -70,979 Closed
Stifel Financial
49
Stifel Financial
Missouri
-$280K -7,101 Closed
TWM
50
Trinity Wealth Management
Pennsylvania
-$202K -5,127 Closed

PALC Hedge Fund Activity: Q2 2022 in Review

46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) for Q2 2022, worth a combined $140M — down 22% from $179M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PALC and 4 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 18 added.

The largest buyer was Royal Bank of Canada, adding an estimated $5.19M. The largest seller was Paragon Wealth Strategies, exiting entirely with an estimated $32.6M sold.

  • 46 institutional investors held Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) as of Q2 2022, down from 49 in Q1 2022.
  • Funds reported $140M of Pacer Lunt Large Cap Multi-Factor Alternator ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 4 funds opened new Pacer Lunt Large Cap Multi-Factor Alternator ETF positions in Q2 2022 and 7 closed out, a net change of -3 holders.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF buyer in Q2 2022 was Royal Bank of Canada, an estimated $5.19M added.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF seller in Q2 2022 was Paragon Wealth Strategies, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2022.