We are live on ! Find out more
PALC icon

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
GM
1
GeoWealth Management
Illinois
$14.3M +$3.03M +88,605 +27%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.7M -$2.25M -65,743 -16%
Ameriprise
3
Ameriprise
Minnesota
$9.49M +$3.01M +88,089 +47%
EW
4
Enzi Wealth
Texas
$8.52M +$6.74M +197,271 +406%
EA
5
Ergawealth Advisors
Illinois
$6.76M +$899K +26,312 +16%
CG
6
Clarus Group
Texas
$6.44M -$908K -26,589 -13%
LPL Financial
7
LPL Financial
California
$6.39M +$479K +14,023 +8%
CAN
8
Cetera Advisor Networks
California
$5.79M -$88.3K -2,586 -2%
M1FG
9
Mach-1 Financial Group
Arkansas
$4.9M +$4.82K +141 New
AFP
10
Alpha Financial Partners
Kentucky
$4.53M +$346K +10,140 +8%
GWM
11
Geneos Wealth Management
Colorado
$3.76M +$331K +9,677 +10%
EH
12
Equitable Holdings
New York
$3.38M -$267K -7,819 -7%
PG
13
Prostatis Group
Maryland
$3.24M -$1.28M -37,428 -29%
GFA
14
Gallagher Fiduciary Advisors
Illinois
$2.9M +$2.86M +83,626 New
VWA
15
Visionary Wealth Advisors
Illinois
$2.55M -$3.08K -90 -0.1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.52M +$849K +24,844 +52%
HI
17
Harbour Investments
Wisconsin
$2.25M +$87.7K +2,567 +4%
WI
18
WBI Investments
New Jersey
$1.71M -$199K -5,825 -11%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.31M -$4.77M -139,628 -79%
SOS
20
Silver Oak Securities
Tennessee
$1.3M +$904K +26,462 +239%
ASN
21
Advisory Services Network
Georgia
$1.18M -$366K -10,724 -24%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.11M -$493K -14,418 -31%
RJA
23
Raymond James & Associates
Florida
$1.04M -$82.1K -2,404 -7%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$998K +$985K +28,833 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$798K +$58K +1,698 +8%

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.