Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
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.
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: 5 → 6 (+1)
17% more capital invested
Capital invested by funds: $147M → $172M (+$24.4M)
8% more funds holding
Funds holding: 48 → 52 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$7.13M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.16M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.25M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.74M |
| 5 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$2.99M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.81M |
| 3 |
AFP
Alpha Financial Partners
Lexington,
Kentucky
|
-$2.49M |
| 4 |
PG
Prostatis Group
Hanover,
Maryland
|
-$2.22M |
| 5 |
CG
Clarus Group
Houston,
Texas
|
-$1.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CJ
51
Caitlin John
Brighton,
Michigan
| $782 | +$724 | +19 | New |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $328 | – | – | – |
|
|
PG
53
Prostatis Group
Hanover,
Maryland
| – | -$2.22M | -59,841 | Closed |
|
54
Envestnet Asset Management
Chicago,
Illinois
| – | -$377K | -10,211 | Closed |
|
55
MML Investors Services
Springfield,
Massachusetts
| – | -$370K | -10,036 | Closed |
|
|
IFG
56
Independent Financial Group
San Diego,
California
| – | -$270K | -7,316 | Closed |
|
|
TWM
57
Tradition Wealth Management
Edina,
Minnesota
| – | -$13K | -348 | Closed |
|
|
TAM
58
Tucker Asset Management
Littleton,
Colorado
| – | -$9.37K | -254 | Closed |
|
|
IPW
59
Impact Partnership Wealth
Marietta,
Georgia
| – | -$4.06K | -110 | Closed |
|
60
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$2.44K | -62 | Closed |
|
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.