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Pacer Lunt Large Cap Multi-Factor Alternator ETF

49 hedge funds and large institutions have $124M invested in Pacer Lunt Large Cap Multi-Factor Alternator ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

42.08% more ownership

Funds ownership: 53.58%95.66% (+42%)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $115M → $124M (+$8.22M)

9% less funds holding

Funds holding: 5449 (-5)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
0.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
6
Increased
17
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$12.2M -$664K -18,660 -6%
EW
2
Enzi Wealth
Texas
$11.8M +$2.01M +56,409 +23%
Ameriprise
3
Ameriprise
Minnesota
$10.4M -$70.7K -1,985 -0.7%
LCM
4
Lunt Capital Management
Utah
$9.56M +$8.91M +250,329 New
FEG
5
Financial Enhancement Group
Indiana
$8.98M +$8.26M +232,160 New
EA
6
Ergawealth Advisors
Illinois
$8.46M +$947K +26,594 +14%
CG
7
Clarus Group
Texas
$7.49M +$364K +10,226 +5%
GM
8
GeoWealth Management
Illinois
$6.79M -$8.39M -235,785 -57%
LPL Financial
9
LPL Financial
California
$5.86M -$1.11M -31,111 -17%
AFP
10
Alpha Financial Partners
Kentucky
$5.3M +$281K +7,902 +6%
GWM
11
Geneos Wealth Management
Colorado
$4.11M -$32.3K -908 -0.8%
EH
12
Equitable Holdings
New York
$3.6M -$122K -3,440 -4%
GFA
13
Gallagher Fiduciary Advisors
Illinois
$3.23M +$37K +1,039 +1%
ASN
14
Advisory Services Network
Georgia
$2.69M +$1.3M +36,497 +107%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.62M -$149K -4,174 -6%
PG
16
Prostatis Group
Maryland
$2.58M +$83.4M +2,341,925 +2,502%
WI
17
WBI Investments
New Jersey
$2.25M +$342K +9,606 +19%
VWA
18
Visionary Wealth Advisors
Illinois
$1.91M -$836K -23,497 -32%
SOS
19
Silver Oak Securities
Tennessee
$1.65M +$200K +5,605 +15%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.53M +$284K +7,965 +25%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.19M +$84.4K +2,371 +8%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.15M +$388K +10,901 +56%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.08M -$341K -9,587 -25%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$865K -$1.53K -43 -0.2%
CAN
25
Cetera Advisor Networks
California
$864K -$5.15M -144,579 -86%

PALC Hedge Fund Activity: Q2 2023 in Review

49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) for Q2 2023, worth a combined $124M — up 7.1% from $115M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PALC and 6 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 17 added.

The largest buyer was Prostatis Group, adding an estimated $83.4M. The largest seller was GeoWealth Management, cutting an estimated $8.39M.

  • 49 institutional investors held Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) as of Q2 2023, down from 54 in Q1 2023.
  • Funds reported $124M of Pacer Lunt Large Cap Multi-Factor Alternator ETF stock for Q2 2023, up 7.1% quarter-over-quarter.
  • 6 funds opened new Pacer Lunt Large Cap Multi-Factor Alternator ETF positions in Q2 2023 and 11 closed out, a net change of -5 holders.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF buyer in Q2 2023 was Prostatis Group, an estimated $83.4M added.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF seller in Q2 2023 was GeoWealth Management, an estimated $8.39M sold.

Based on aggregated 13F filings for Q2 2023.