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Pacer Lunt Large Cap Multi-Factor Alternator ETF

55 hedge funds and large institutions have $190M invested in Pacer Lunt Large Cap Multi-Factor Alternator ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $172M → $190M (+$18.3M)

6% more funds holding

Funds holding: 5255 (+3)

1.65% more ownership

Funds ownership: 60.84%62.49% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.79%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
17
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$40.5M +$1.27M +29,092 +3%
GWM
2
Geneos Wealth Management
Colorado
$12.1M -$1.5M -34,557 -12%
LCM
3
Lunt Capital Management
Utah
$10.9M -$309K -7,103 -3%
FEG
4
Financial Enhancement Group
Indiana
$10.9M +$96.5K +2,218 +0.9%
EW
5
Enzi Wealth
Texas
$10.6M -$786K -18,070 -7%
EA
6
Ergawealth Advisors
Illinois
$10.2M +$123K +2,833 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.14M -$7.82M -179,835 -51%
CWM
8
Centric Wealth Management
Illinois
$8.08M -$224K -5,156 -3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$7.22M +$295K +6,781 +5%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$7.11M -$401K -9,219 -6%
EH
11
Equitable Holdings
New York
$6.18M +$1.01M +23,153 +21%
LPL Financial
12
LPL Financial
California
$6.09M +$263K +6,044 +5%
CG
13
Clarus Group
Texas
$5.91M -$178K -4,098 -3%
GFA
14
Gallagher Fiduciary Advisors
Illinois
$5.11M +$169K +3,886 +4%
AI
15
Atria Investments
North Carolina
$4.67M +$1.23M +28,214 +39%
FD
16
Financial Designs
California
$4.57M +$4.27M +98,099 New
ASN
17
Advisory Services Network
Georgia
$3.1M -$583K -13,414 -17%
AFP
18
Alpha Financial Partners
Kentucky
$2.93M -$125K -2,874 -4%
BWA
19
Burt Wealth Advisors
Maryland
$2.47M +$184K +4,235 +9%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.45M +$182K +4,174 +9%
WIA
21
World Investment Advisors
California
$2.23M +$2.08M +47,903 New
GM
22
GeoWealth Management
Illinois
$2.22M -$430K -9,881 -17%
WI
23
WBI Investments
New Jersey
$2.02M -$451K -10,376 -19%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.58M +$237K +5,454 +19%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.5M +$55.4K +1,274 +4%

PALC Hedge Fund Activity: Q1 2024 in Review

55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) for Q1 2024, worth a combined $190M — up 11% from $172M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PALC positions and 6 closed out — a net gain of 3 holders — while 17 added to existing stakes and 26 trimmed.

The largest buyer was Financial Designs, opening a new position worth an estimated $4.27M. The largest seller was Osaic Holdings, cutting an estimated $7.82M.

  • 55 institutional investors held Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) as of Q1 2024, up from 52 in Q4 2023.
  • Funds reported $190M of Pacer Lunt Large Cap Multi-Factor Alternator ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 9 funds opened new Pacer Lunt Large Cap Multi-Factor Alternator ETF positions in Q1 2024 and 6 closed out, a net change of +3 holders.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF buyer in Q1 2024 was Financial Designs, an estimated $4.27M added.
  • The largest Pacer Lunt Large Cap Multi-Factor Alternator ETF seller in Q1 2024 was Osaic Holdings, an estimated $7.82M sold.

Based on aggregated 13F filings for Q1 2024.