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Pacer Lunt MidCap Multi-Factor Alternator ETF

23 hedge funds and large institutions have $29.4M invested in Pacer Lunt MidCap Multi-Factor Alternator ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

28% more funds holding

Funds holding: 1823 (+5)

11% more capital invested

Capital invested by funds: $26.5M → $29.4M (+$2.88M)

2.1% more ownership

Funds ownership: 69.87%71.97% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
4
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Lunt Capital Management
Utah
$6.66M -$368K -10,574 -6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.16M -$243 -7 -0%
GWM
3
Geneos Wealth Management
Colorado
$3.3M -$60.9K -1,750 -2%
CG
4
Clarus Group
Texas
$2.43M -$817K -23,476 -26%
FS
5
Ferguson Shapiro
Georgia
$2.28M +$2.13M +61,315 New
CAN
6
Cetera Advisor Networks
California
$1.92M +$22.5K +647 +1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.53M +$27K +777 +2%
SOS
8
Silver Oak Securities
Tennessee
$1.1M +$646K +18,578 +170%
Osaic Holdings
9
Osaic Holdings
Arizona
$998K +$53.7K +1,545 +6%
LPL Financial
10
LPL Financial
California
$751K -$150K -4,304 -18%
SIA
11
Soltis Investment Advisors
Utah
$661K -$297K -8,551 -32%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$632K -$162K -4,669 -22%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$542K -$369K -10,615 -42%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$538K +$504K +14,488 New
GM
15
GeoWealth Management
Illinois
$527K -$359K -10,335 -42%
AWM
16
AE Wealth Management
Kansas
$410K -$118K -3,405 -24%
CAM
17
Creekmur Asset Management
Illinois
$404K +$378K +10,874 New
CAG
18
Csenge Advisory Group
Florida
$211K +$197K +5,671 New
BWA
19
BlueChip Wealth Advisors
Georgia
$203K +$190K +5,457 New
TWM
20
Tradition Wealth Management
Minnesota
$117K -$8.7K -250 -7%
UBS Group
21
UBS Group
Switzerland
$21.5K +$20.1K +579 New
Wells Fargo
22
Wells Fargo
California
$7.43K +$6.96K +200 New
CJ
23
Caitlin John
Michigan
$306 +$278 +8 New
CWM
24
Cornerstone Wealth Management
Missouri
-$357K -10,355 Closed
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
-$276K -8,011 Closed

PAMC Hedge Fund Activity: Q4 2023 in Review

23 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) for Q4 2023, worth a combined $29.4M — up 11% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PAMC positions and 3 closed out — a net gain of 5 holders — while 4 added to existing stakes and 11 trimmed.

The largest buyer was Ferguson Shapiro, opening a new position worth an estimated $2.13M. The largest seller was Clarus Group, cutting an estimated $817K.

  • 23 institutional investors held Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) as of Q4 2023, up from 18 in Q3 2023.
  • Funds reported $29.4M of Pacer Lunt MidCap Multi-Factor Alternator ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 8 funds opened new Pacer Lunt MidCap Multi-Factor Alternator ETF positions in Q4 2023 and 3 closed out, a net change of +5 holders.
  • The largest Pacer Lunt MidCap Multi-Factor Alternator ETF buyer in Q4 2023 was Ferguson Shapiro, an estimated $2.13M added.
  • The largest Pacer Lunt MidCap Multi-Factor Alternator ETF seller in Q4 2023 was Clarus Group, an estimated $817K sold.

Based on aggregated 13F filings for Q4 2023.