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Pacer Lunt MidCap Multi-Factor Alternator ETF

20 hedge funds and large institutions have $27.6M invested in Pacer Lunt MidCap Multi-Factor Alternator ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more capital invested

Capital invested by funds: $17.5M → $27.6M (+$10M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

19.29% more ownership

Funds ownership: 58.43%77.72% (+19%)

13% less funds holding

Funds holding: 2320 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
9
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Lunt Capital Management
Utah
$6.47M +$6.12M +182,502 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.75M -$337K -10,040 -9%
CG
3
Clarus Group
Texas
$3.52M +$183K +5,452 +6%
GWM
4
Geneos Wealth Management
Colorado
$3.26M +$261K +7,783 +9%
CAN
5
Cetera Advisor Networks
California
$1.66M +$32.4K +966 +2%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$1.32M -$1.22M -36,336 -49%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.24M +$1.17M +34,952 New
SOS
8
Silver Oak Securities
Tennessee
$999K +$21.4K +638 +2%
SIA
9
Soltis Investment Advisors
Utah
$955K +$34 +1 +0%
GM
10
GeoWealth Management
Illinois
$766K +$370K +11,037 +105%
Osaic Holdings
11
Osaic Holdings
Arizona
$534K +$30.8K +919 +6%
AWM
12
AE Wealth Management
Kansas
$526K -$37.5K -1,117 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$515K +$109K +3,238 +29%
LPL Financial
14
LPL Financial
California
$439K -$45.8K -1,365 -10%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$426K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$331K -$482K -14,369 -61%
CWM
17
Cornerstone Wealth Management
Missouri
$300K +$40.3K +1,200 +17%
TCM
18
Triumph Capital Management
Colorado
$298K -$73.1K -2,179 -21%
TWM
19
Tradition Wealth Management
Minnesota
$233K -$34K -1,013 -13%
RIA
20
Realta Investment Advisors
Delaware
$24.5K +$23.2K +690 New
ASN
21
Advisory Services Network
Georgia
-$834K -25,067 Closed
AAS
22
Avantax Advisory Services
Texas
-$361K -10,854 Closed
EA
23
Ergawealth Advisors
Illinois
-$234K -7,026 Closed
NA
24
NewEdge Advisors
Louisiana
-$150K -4,499 Closed
UBS Group
25
UBS Group
Switzerland
-$35.7K -1,074 Closed

PAMC Hedge Fund Activity: Q2 2023 in Review

20 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) for Q2 2023, worth a combined $27.6M — up 57% from $17.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PAMC and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $1.17M. The largest seller was Mercer Global Advisors, cutting an estimated $1.22M.

  • 20 institutional investors held Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) as of Q2 2023, down from 23 in Q1 2023.
  • Funds reported $27.6M of Pacer Lunt MidCap Multi-Factor Alternator ETF stock for Q2 2023, up 57% quarter-over-quarter.
  • 3 funds opened new Pacer Lunt MidCap Multi-Factor Alternator ETF positions in Q2 2023 and 6 closed out, a net change of -3 holders.
  • The largest Pacer Lunt MidCap Multi-Factor Alternator ETF buyer in Q2 2023 was Cambridge Investment Research Advisors, an estimated $1.17M added.
  • The largest Pacer Lunt MidCap Multi-Factor Alternator ETF seller in Q2 2023 was Mercer Global Advisors, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2023.