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Pacer American Energy Infrastructure ETF

20 hedge funds and large institutions have $23.2M invested in Pacer American Energy Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more capital invested

Capital invested by funds: $18.7M → $23.2M (+$4.47M)

18% more funds holding

Funds holding: 1720 (+3)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

7.54% more ownership

Funds ownership: 42.69%50.23% (+7.5%)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
8
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.7M +$1.28M +45,480 +21%
SA
2
SL Advisors
New Jersey
$3.18M -$123K -4,367 -4%
JCFM
3
JBR Co Financial Management
Oklahoma
$2.62M +$2.55M +90,842 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.52M +$36.5K +1,300 +2%
SWA
5
Stratos Wealth Advisors
Ohio
$2.25M -$88.1K -3,137 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.04M -$586K -20,856 -37%
IAIM
7
International Assets Investment Management
Florida
$700K +$682K +24,274 New
GLA
8
Good Life Advisors
Pennsylvania
$519K +$562 +20 +0.1%
SGCA
9
Steel Grove Capital Advisors
Tennessee
$433K -$31.9K -1,137 -7%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$421K +$1.4K +50 +0.3%
PFS
11
Prospera Financial Services
Texas
$395K +$3.85K +137 +1%
ARC
12
Advisor Resource Council
Texas
$344K +$335K +11,943 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$261K +$254K +9,064 New
CAN
14
Cetera Advisor Networks
California
$230K -$113K -4,015 -33%
Jane Street
15
Jane Street
New York
$225K -$754K -26,845 -77%
KAS
16
Kestra Advisory Services
Texas
$215K -$22.5K -800 -10%
EWA
17
EverSource Wealth Advisors
Alabama
$74.4K +$112 +4 +0.2%
Wells Fargo
18
Wells Fargo
California
$28.9K +$28.1K +999 +99,900%
UBS Group
19
UBS Group
Switzerland
$12.5K +$10.6K +377 +650%
HI
20
Harbour Investments
Wisconsin
$4.33K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
-$73.3K -2,639 Closed

USAI Hedge Fund Activity: Q4 2023 in Review

20 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Pacer American Energy Infrastructure ETF (USAI) for Q4 2023, worth a combined $23.2M — up 24% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new USAI positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.28M. The largest seller was Jane Street, cutting an estimated $754K.

  • 20 institutional investors held Pacer American Energy Infrastructure ETF (USAI) as of Q4 2023, up from 17 in Q3 2023.
  • Funds reported $23.2M of Pacer American Energy Infrastructure ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 4 funds opened new Pacer American Energy Infrastructure ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
  • The largest Pacer American Energy Infrastructure ETF buyer in Q4 2023 was LPL Financial, an estimated $1.28M added.
  • The largest Pacer American Energy Infrastructure ETF seller in Q4 2023 was Jane Street, an estimated $754K sold.

Based on aggregated 13F filings for Q4 2023.