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Pacer Lunt MidCap Multi-Factor Alternator ETF

23 hedge funds and large institutions have $17.5M invested in Pacer Lunt MidCap Multi-Factor Alternator ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

1.25% less ownership

Funds ownership: 59.68%58.43% (-1.3%)

8% less funds holding

Funds holding: 2523 (-2)

17% less capital invested

Capital invested by funds: $21.1M → $17.5M (-$3.58M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Clarus Group
Texas
$3.12M -$624K -18,574 -17%
GWM
2
Geneos Wealth Management
Colorado
$2.8M +$171K +5,075 +6%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.44M -$51.9K -1,545 -2%
CAN
4
Cetera Advisor Networks
California
$1.52M +$43K +1,278 +3%
SOS
5
Silver Oak Securities
Tennessee
$915K +$609K +18,126 +193%
SIA
6
Soltis Investment Advisors
Utah
$895K +$67 +2 +0%
ASN
7
Advisory Services Network
Georgia
$834K +$13K +386 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$789K +$2.39K +71 +0.3%
AWM
9
AE Wealth Management
Kansas
$530K -$122K -3,629 -19%
Osaic Holdings
10
Osaic Holdings
Arizona
$471K -$18.7K -556 -4%
LPL Financial
11
LPL Financial
California
$457K +$219K +6,509 +90%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$400K +$41.5K +1,235 +11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$375K -$487K -14,489 -56%
AAS
14
Avantax Advisory Services
Texas
$361K -$4.17K -124 -1%
TCM
15
Triumph Capital Management
Colorado
$352K -$23.7K -706 -6%
GM
16
GeoWealth Management
Illinois
$351K +$11.1K +330 +3%
TWM
17
Tradition Wealth Management
Minnesota
$252K +$255K +7,592 New
CWM
18
Cornerstone Wealth Management
Missouri
$241K +$244K +7,247 New
EA
19
Ergawealth Advisors
Illinois
$234K -$392K -11,654 -62%
NA
20
NewEdge Advisors
Louisiana
$150K -$286K -8,498 -65%
UBS Group
21
UBS Group
Switzerland
$35.7K +$6.39K +190 +21%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.85K +$206K +6,120 +6%
BAM
23
Belpointe Asset Management
Nevada
$532 +$538 +16 New
BCI
24
Brinker Capital Investments
Pennsylvania
-$611K -19,476 Closed
OPS
25
Orion Portfolio Solutions
Nebraska
-$561K -17,896 Closed

PAMC Hedge Fund Activity: Q1 2023 in Review

23 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) for Q1 2023, worth a combined $17.5M — down 17% from $21.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PAMC and 3 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was Silver Oak Securities, adding an estimated $609K. The largest seller was Clarus Group, cutting an estimated $624K.

  • 23 institutional investors held Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) as of Q1 2023, down from 25 in Q4 2022.
  • Funds reported $17.5M of Pacer Lunt MidCap Multi-Factor Alternator ETF stock for Q1 2023, down 17% quarter-over-quarter.
  • 3 funds opened new Pacer Lunt MidCap Multi-Factor Alternator ETF positions in Q1 2023 and 5 closed out, a net change of -2 holders.
  • The largest Pacer Lunt MidCap Multi-Factor Alternator ETF buyer in Q1 2023 was Silver Oak Securities, an estimated $609K added.
  • The largest Pacer Lunt MidCap Multi-Factor Alternator ETF seller in Q1 2023 was Clarus Group, an estimated $624K sold.

Based on aggregated 13F filings for Q1 2023.