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Pacer Lunt Large Cap Multi-Factor Alternator ETF

57 hedge funds and large institutions have $130M invested in Pacer Lunt Large Cap Multi-Factor Alternator ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more funds holding

Funds holding: 5157 (+6)

9% more capital invested

Capital invested by funds: $120M → $130M (+$10.3M)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

4.46% less ownership

Funds ownership: 63.42%58.97% (-4.5%)

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
14
Increased
20
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$14.2M +$8.34M +238,731 +145%
LFGH
2
Lee Financial Group Hawaii
Hawaii
$13.4M -$187K -5,352 -1%
GM
3
GeoWealth Management
Illinois
$11.4M +$2.92M +83,591 +35%
CG
4
Clarus Group
Texas
$7.47M -$711K -20,347 -9%
Ameriprise
5
Ameriprise
Minnesota
$6.54M +$644K +18,434 +11%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.24M +$252K +7,219 +4%
LPL Financial
7
LPL Financial
California
$5.99M -$1.42M -40,615 -19%
CAN
8
Cetera Advisor Networks
California
$5.97M -$284K -8,127 -5%
EA
9
Ergawealth Advisors
Illinois
$5.94M +$5.9M +168,852 New
PG
10
Prostatis Group
Maryland
$4.61M -$2.65M -75,857 -37%
AFP
11
Alpha Financial Partners
Kentucky
$4.24M +$4.22M +120,710 New
EH
12
Equitable Holdings
New York
$3.71M +$788K +22,561 +27%
GWM
13
Geneos Wealth Management
Colorado
$3.48M +$985K +28,183 +40%
SPIA
14
Steward Partners Investment Advisory
New York
$3.35M -$349K -9,977 -9%
F
15
F3Logic
Minnesota
$3.02M +$3M +85,947 New
GBS
16
Gallagher Benefit Services
Illinois
$3.02M +$3M +85,947 New
VWA
17
Visionary Wealth Advisors
Illinois
$2.59M +$305K +8,735 +13%
HI
18
Harbour Investments
Wisconsin
$2.19M +$817K +23,395 +60%
WI
19
WBI Investments
New Jersey
$1.94M +$356K +10,190 +23%
EW
20
Enzi Wealth
Texas
$1.72M +$1.7M +48,633 New
Truist Financial
21
Truist Financial
North Carolina
$1.71M -$3.07M -87,984 -64%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.68M +$1.67M +47,901 New
SG
23
StoneX Group
New York
$1.68M +$5.45K +156 +0.3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.63M +$297K +8,509 +22%
ASN
25
Advisory Services Network
Georgia
$1.57M -$31.7K -907 -2%

PALC Hedge Fund Activity: Q4 2022 in Review

57 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) for Q4 2022, worth a combined $130M — up 8.6% from $120M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PALC positions and 6 closed out — a net gain of 8 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $8.34M. The largest seller was Core Wealth Advisors (Florida), cutting an estimated $13.6M.

  • 57 institutional investors held Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $130M of Pacer Lunt Large Cap Multi-Factor Alternator ETF stock for Q4 2022, up 8.6% quarter-over-quarter.
  • 14 funds opened new Pacer Lunt Large Cap Multi-Factor Alternator ETF positions in Q4 2022 and 6 closed out, a net change of +8 holders.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF buyer in Q4 2022 was Osaic Holdings, an estimated $8.34M added.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF seller in Q4 2022 was Core Wealth Advisors (Florida), an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2022.