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Pacer Lunt Large Cap Multi-Factor Alternator ETF

52 hedge funds and large institutions have $172M invested in Pacer Lunt Large Cap Multi-Factor Alternator ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more capital invested

Capital invested by funds: $147M → $172M (+$24.4M)

8% more funds holding

Funds holding: 4852 (+4)

2.7% more ownership

Funds ownership: 58.14%60.84% (+2.7%)

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.76%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
12
Increased
13
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$875K -$53.9K -1,415 -6%
IAN
27
Integrated Advisors Network
Texas
$758K -$99K -2,599 -12%
LIM
28
Leavell Investment Management
Alabama
$713K -$30K -786 -4%
CAN
29
Cetera Advisor Networks
California
$681K -$222K -5,818 -26%
VWA
30
Visionary Wealth Advisors
Illinois
$563K -$598K -15,687 -53%
GLA
31
Good Life Advisors
Pennsylvania
$519K +$483K +12,669 New
FFS
32
Founders Financial Securities
Maryland
$406K +$378K +9,911 New
PWM
33
Palumbo Wealth Management
New York
$376K +$61.6K +1,617 +21%
CWM
34
Chicago Wealth Management
Illinois
$370K +$267 +7 +0.1%
WA
35
Waverly Advisors
Alabama
$367K +$457 +12 +0.1%
EFMC
36
Empire Financial Management Company
New York
$363K +$2.59K +68 +0.8%
RJA
37
Raymond James & Associates
Florida
$343K -$14K -368 -4%
CWM
38
Cornerstone Wealth Management
Missouri
$317K -$21.8K -571 -7%
GVAG
39
Great Valley Advisor Group
Delaware
$305K -$60.8K -1,596 -18%
BAM
40
Belpointe Asset Management
Nevada
$297K +$276K +7,240 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$274K -$133K -3,488 -34%
FTUS
42
Flow Traders U.S.
New York
$232K +$215K +5,651 New
AWS
43
Atria Wealth Solutions
New York
$220K -$3.62K -95 -2%
SPIA
44
Steward Partners Investment Advisory
New York
$172K +$74.1K +1,944 +86%
FFA
45
Frazier Financial Advisors
Ohio
$32.1K +$29.9K +784 New
UBS Group
46
UBS Group
Switzerland
$15.6K -$58.8K -1,542 -80%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$14.9K
NA
48
NewEdge Advisors
Louisiana
$9.47K
VAG
49
VisionPoint Advisory Group
Texas
$7.38K +$6.86K +180 New
APC
50
Aspire Private Capital
North Carolina
$5.78K -$26.1K -684 -83%

PALC Hedge Fund Activity: Q4 2023 in Review

52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) for Q4 2023, worth a combined $172M — up 17% from $147M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PALC positions and 8 closed out — a net gain of 4 holders — while 13 added to existing stakes and 24 trimmed.

The largest buyer was Centric Wealth Management, opening a new position worth an estimated $7.13M. The largest seller was Geneos Wealth Management, cutting an estimated $2.99M.

  • 52 institutional investors held Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) as of Q4 2023, up from 48 in Q3 2023.
  • Funds reported $172M of Pacer Lunt Large Cap Multi-Factor Alternator ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 12 funds opened new Pacer Lunt Large Cap Multi-Factor Alternator ETF positions in Q4 2023 and 8 closed out, a net change of +4 holders.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF buyer in Q4 2023 was Centric Wealth Management, an estimated $7.13M added.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF seller in Q4 2023 was Geneos Wealth Management, an estimated $2.99M sold.

Based on aggregated 13F filings for Q4 2023.