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Pacer Lunt MidCap Multi-Factor Alternator ETF

23 hedge funds and large institutions have $30.5M invested in Pacer Lunt MidCap Multi-Factor Alternator ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

44% more funds holding

Funds holding: 1623 (+7)

12% more capital invested

Capital invested by funds: $27.2M → $30.5M (+$3.33M)

0.22% more ownership

Funds ownership: 67.57%67.78% (+0.22%)

Holders
23
Holders Change
+7
Holders Change %
+43.75%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$10.9M +$1.36M +37,662 +14%
GWM
2
Geneos Wealth Management
Colorado
$5.21M +$51.6K +1,423 +1%
CG
3
Clarus Group
Texas
$5.07M +$67.2K +1,854 +1%
AW
4
ACG Wealth
Georgia
$2.58M -$48K -1,326 -2%
SIA
5
Soltis Investment Advisors
Utah
$979K +$89.8K +2,479 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$877K +$878K +24,249 New
ASN
7
Advisory Services Network
Georgia
$850K +$128K +3,525 +18%
LPL Financial
8
LPL Financial
California
$681K +$682K +18,836 New
CAN
9
Cetera Advisor Networks
California
$557K +$6.74K +186 +1%
BCI
10
Brinker Capital Investments
Pennsylvania
$553K
OPS
11
Orion Portfolio Solutions
Nebraska
$540K +$541K +14,944 New
AWA
12
Arkadios Wealth Advisors
Georgia
$495K -$226K -6,238 -31%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$360K +$45.2K +1,249 +14%
IFG
14
Independent Financial Group
California
$259K +$259K +7,149 New
TCM
15
Triumph Capital Management
Colorado
$254K +$41.5K +1,145 +19%
APA
16
American Portfolios Advisors
New York
$124K +$114K +3,137 +1,120%
Bank of America
17
Bank of America
North Carolina
$84K +$83.9K +2,315 New
Osaic Holdings
18
Osaic Holdings
Arizona
$38K +$21.7K +600 +135%
UBS Group
19
UBS Group
Switzerland
$36K +$36.6K +1,009 New
OC
20
Oakworth Capital
Alabama
$24K +$23.9K +660 New
EWM
21
EPG Wealth Management
Georgia
$22K +$22K +607 New
CFD
22
Creative Financial Designs
Indiana
$1K
BCM
23
Brookstone Capital Management
Illinois
-$1.6M -45,188 Closed

PAMC Hedge Fund Activity: Q4 2021 in Review

23 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) for Q4 2021, worth a combined $30.5M — up 12% from $27.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PAMC positions and 1 closed out — a net gain of 7 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $1.36M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $1.6M sold.

  • 23 institutional investors held Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) as of Q4 2021, up from 16 in Q3 2021.
  • Funds reported $30.5M of Pacer Lunt MidCap Multi-Factor Alternator ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 8 funds opened new Pacer Lunt MidCap Multi-Factor Alternator ETF positions in Q4 2021 and 1 closed out, a net change of +7 holders.
  • The largest Pacer Lunt MidCap Multi-Factor Alternator ETF buyer in Q4 2021 was AE Wealth Management, an estimated $1.36M added.
  • The largest Pacer Lunt MidCap Multi-Factor Alternator ETF seller in Q4 2021 was Brookstone Capital Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2021.