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Pacer Lunt Large Cap Multi-Factor Alternator ETF

54 hedge funds and large institutions have $115M invested in Pacer Lunt Large Cap Multi-Factor Alternator ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 5754 (-3)

5.39% less ownership

Funds ownership: 58.97%53.58% (-5.4%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

11% less capital invested

Capital invested by funds: $130M → $115M (-$14.8M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

44% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 25

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
9
Increased
14
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$670K +$405K +11,843 +158%
BCI
27
Brinker Capital Investments
Pennsylvania
$659K -$463K -13,540 -42%
OPS
28
Orion Portfolio Solutions
Nebraska
$659K -$362K -10,585 -36%
IAN
29
Integrated Advisors Network
Texas
$598K +$50.4K +1,474 +9%
Truist Financial
30
Truist Financial
North Carolina
$492K -$1.17M -34,344 -71%
LIM
31
Leavell Investment Management
Alabama
$339K -$68.5K -2,005 -17%
EFMC
32
Empire Financial Management Company
New York
$332K +$328K +9,589 New
GVAG
33
Great Valley Advisor Group
Delaware
$313K
WA
34
Waverly Advisors
Alabama
$299K +$47.2K +1,381 +19%
CWM
35
Cornerstone Wealth Management
Missouri
$297K +$293K +8,589 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$269K -$142K -4,156 -35%
CW
37
CreativeOne Wealth
Kansas
$263K -$556K -16,269 -68%
IFG
38
Independent Financial Group
California
$251K -$2.73K -80 -1%
CWM
39
Chicago Wealth Management
Illinois
$251K -$44.2K -1,293 -15%
MML Investors Services
40
MML Investors Services
Massachusetts
$229K -$90.6K -2,652 -29%
NA
41
NewEdge Advisors
Louisiana
$194K -$62.6K -1,831 -25%
UBS Group
42
UBS Group
Switzerland
$119K -$55.4K -1,623 -32%
APC
43
Aspire Private Capital
North Carolina
$84K
SPIA
44
Steward Partners Investment Advisory
New York
$78.4K -$3.18M -92,957 -98%
JP Morgan Chase
45
JP Morgan Chase
New York
$66.7K +$65.6K +1,920 New
Bank of America
46
Bank of America
North Carolina
$58.3K
TWM
47
Tradition Wealth Management
Minnesota
$14K +$13.6K +398 New
IA
48
IFP Advisors
Florida
$12.3K -$441K -12,907 -96%
TAM
49
Tucker Asset Management
Colorado
$11.4K
Wells Fargo
50
Wells Fargo
California
$5.37K

PALC Hedge Fund Activity: Q1 2023 in Review

54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) for Q1 2023, worth a combined $115M — down 11% from $130M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PALC and 9 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 14 added.

The largest buyer was Enzi Wealth, adding an estimated $6.74M. The largest seller was Lee Financial Group Hawaii, exiting entirely with an estimated $13.4M sold.

  • 54 institutional investors held Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) as of Q1 2023, down from 57 in Q4 2022.
  • Funds reported $115M of Pacer Lunt Large Cap Multi-Factor Alternator ETF stock for Q1 2023, down 11% quarter-over-quarter.
  • 9 funds opened new Pacer Lunt Large Cap Multi-Factor Alternator ETF positions in Q1 2023 and 10 closed out, a net change of -1 holder.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF buyer in Q1 2023 was Enzi Wealth, an estimated $6.74M added.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF seller in Q1 2023 was Lee Financial Group Hawaii, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2023.