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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
Ameriprise
1
Ameriprise
Minnesota
$34.4M +$3.25M +85,327 +11%
Osaic Holdings
2
Osaic Holdings
Arizona
$14.5M -$2.81M -73,683 -17%
GWM
3
Geneos Wealth Management
Colorado
$12.1M -$2.99M -78,483 -21%
EW
4
Enzi Wealth
Texas
$11M -$1.48M -38,790 -13%
LCM
5
Lunt Capital Management
Utah
$9.88M -$115K -3,011 -1%
FEG
6
Financial Enhancement Group
Indiana
$9.49M +$245K +6,442 +3%
EA
7
Ergawealth Advisors
Illinois
$8.86M -$118K -3,089 -1%
CWM
8
Centric Wealth Management
Illinois
$8.03M +$7.13M +187,039 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$6.63M +$6.16M +161,715 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.07M +$381K +9,992 +7%
CG
11
Clarus Group
Texas
$5.37M -$1.7M -44,493 -25%
LPL Financial
12
LPL Financial
California
$5.11M -$1.55M -40,766 -25%
EH
13
Equitable Holdings
New York
$4.49M +$15.3K +401 +0.4%
GFA
14
Gallagher Fiduciary Advisors
Illinois
$4.34M +$1.02M +26,644 +34%
ASN
15
Advisory Services Network
Georgia
$3.28M +$75.1K +1,972 +3%
AI
16
Atria Investments
North Carolina
$2.95M +$2.74M +71,996 New
AFP
17
Alpha Financial Partners
Kentucky
$2.69M -$2.49M -65,373 -50%
GM
18
GeoWealth Management
Illinois
$2.35M -$1.63M -42,766 -43%
WI
19
WBI Investments
New Jersey
$2.2M -$185K -4,845 -8%
BWA
20
Burt Wealth Advisors
Maryland
$1.99M +$1.85M +48,652 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.98M -$143K -3,763 -7%
SOS
22
Silver Oak Securities
Tennessee
$1.66M +$1.04M +27,364 +210%
Citadel Advisors
23
Citadel Advisors
Florida
$1.54M +$1.43M +37,452 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.27M +$87.2K +2,288 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.17M -$10.5K -276 -1%

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.