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Pacer Lunt Large Cap Multi-Factor Alternator ETF

48 hedge funds and large institutions have $147M invested in Pacer Lunt Large Cap Multi-Factor Alternator ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $124M → $147M (+$23.5M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less funds holding

Funds holding: 4948 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

37.52% less ownership

Funds ownership: 95.66%58.14% (-38%)

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
5
Increased
17
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
26
Silver Oak Securities
Tennessee
$481K -$1.16M -30,111 -70%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$377K +$393K +10,211 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$376K -$238K -6,189 -38%
MML Investors Services
29
MML Investors Services
Massachusetts
$370K +$386K +10,036 New
GVAG
30
Great Valley Advisor Group
Delaware
$334K +$38 +1 +0%
CWM
31
Chicago Wealth Management
Illinois
$333K +$10.9K +284 +3%
WA
32
Waverly Advisors
Alabama
$330K +$18.5K +481 +6%
EFMC
33
Empire Financial Management Company
New York
$324K -$3K -78 -0.9%
RJA
34
Raymond James & Associates
Florida
$322K -$472K -12,267 -58%
CWM
35
Cornerstone Wealth Management
Missouri
$307K
PWM
36
Palumbo Wealth Management
New York
$279K +$51.5K +1,340 +22%
IFG
37
Independent Financial Group
California
$270K -$3.5K -91 -1%
AWS
38
Atria Wealth Solutions
New York
$201K +$210K +5,456 New
SPIA
39
Steward Partners Investment Advisory
New York
$83.5K
UBS Group
40
UBS Group
Switzerland
$70.9K +$45.3K +1,178 +158%
APC
41
Aspire Private Capital
North Carolina
$30.4K -$67.9K -1,766 -68%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$13.4K +$10.1K +263 +263%
TWM
43
Tradition Wealth Management
Minnesota
$13K -$1.92K -50 -13%
TAM
44
Tucker Asset Management
Colorado
$9.37K -$2.88K -75 -23%
NA
45
NewEdge Advisors
Louisiana
$8.52K
IPW
46
Impact Partnership Wealth
Georgia
$4.06K +$4.23K +110 New
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$2.44K +$2.38K +62 New
HI
48
Harbour Investments
Wisconsin
$295
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
-$2.62M -68,571 Closed
TWM
50
Trinity Wealth Management
Pennsylvania
-$214K -5,609 Closed

PALC Hedge Fund Activity: Q3 2023 in Review

48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) for Q3 2023, worth a combined $147M — up 19% from $124M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PALC and 5 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 17 added.

The largest buyer was Ameriprise, adding an estimated $18.5M. The largest seller was Prostatis Group, cutting an estimated $91.3M.

  • 48 institutional investors held Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) as of Q3 2023, down from 49 in Q2 2023.
  • Funds reported $147M of Pacer Lunt Large Cap Multi-Factor Alternator ETF stock for Q3 2023, up 19% quarter-over-quarter.
  • 5 funds opened new Pacer Lunt Large Cap Multi-Factor Alternator ETF positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF buyer in Q3 2023 was Ameriprise, an estimated $18.5M added.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF seller in Q3 2023 was Prostatis Group, an estimated $91.3M sold.

Based on aggregated 13F filings for Q3 2023.