Pacer Lunt Large Cap AlternaALTLETF

13F holders, Q1 2024 (March 31)
65holders
1famous investor
$35.04avg. 13F price*

At the end of Q1 2024, 65 institutions reported holding Pacer Lunt Large Cap Alterna (ALTL) in their 13F filings. The largest holders were Bank of America Corp. ($46.9M), Ameriprise Financial Inc. ($18.0M) and Geneos Wealth Management Inc. ($12.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Pacer Lunt Large Cap Alterna
Filed as
PACER FDS TR (Q1 2024)
CUSIP
69374H717
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 65Q1 2024Q2 2024: 61Q2 2024Q3 2024: 54Q3 2024Q4 2024: 52Q4 2024Q1 2025: 44Q1 2025Q2 2025: 44Q2 2025Q3 2025: 44Q3 2025Q4 2025: 46Q4 2025Q1 2026: 41Q1 2026Q2 2026: 37Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions9$6.3M
Exits10$15.3M

Ownership 65 holders

Bank of America Corp. 0.00% Add +6.3% 1,337,176 $46.9M
Ameriprise Financial Inc. 0.01% Reduce -6.3% 514,012 $18.0M
Geneos Wealth Management Inc. 0.55% Reduce -12.3% 342,093 $12.0M
Morgan Stanley 0.00% Reduce -12.7% 341,169 $12.0M
Osaic Holdings, Inc. 0.02% Reduce -1.1% 316,657 $11.1M
Royal Bank of Canada 0.00% Reduce -3.8% 282,894 $9.9M
Ergawealth Advisors, Inc. 4.39% Add +7.0% 228,580 $8.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -51.1% 192,522 $6.7M
Soltis Investment Advisors LLC 0.72% Reduce -16.3% 184,138 $6.5M
Lunt Capital Management, Inc. 3.15% Add +6.6% 180,952 $6.3M
LPL Financial LLC 0.00% Reduce -19.7% 147,058 $5.2M
SPC Financial, Inc. 0.33% Add +5.1% 98,796 $3.5M
Goldman Sachs Group Inc. 0.00% Add +21.3% 74,545 $2.6M
Wbi Investments, LLC 0.50% New 69,180 $2.4M
Envestnet Asset Management Inc. 0.00% Reduce -41.6% 65,775 $2.3M
Cetera Investment Advisers 0.01% New 62,578 $2.2M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -67.2% 62,566 $2.2M
PFG Advisors 0.15% Reduce -26.7% 57,427 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -24.2% 43,899 $1.5M
Raymond James & Associates 0.00% Reduce -7.9% 43,678 $1.5M
CreativeOne Wealth, LLC 0.06% Add +3.2% 39,660 $1.4M
Citadel Advisors 0.00% New 34,343 $1.2M
Jane Street Group, LLC 0.00% Add +299.4% 33,210 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -26.6% 25,956 $909K
GTS Securities LLC 0.02% Add +35.2% 25,416 $891K
Avantax Advisory Services, Inc. 0.01% Add +0.5% 22,965 $805K
Trilogy Capital Inc. 0.04% Reduce -17.9% 20,580 $721K
UBS Group AG 0.00% Reduce -1.0% 19,256 $675K
Independent Financial Group, LLC 0.03% Reduce -21.2% 16,573 $581K
HighTower Advisors, LLC 0.00% Reduce -21.1% 16,321 $571K
Stifel Financial Corp. 0.00% Add +11.7% 15,565 $545K
Kestra Advisory Services, LLC 0.00% Reduce -65.0% 14,803 $519K
Atria Wealth Solutions, Inc. 0.01% Reduce -1.2% 14,425 $505K
Tower Research Capital LLC (TRC) 0.01% Reduce -29.9% 13,588 $476K
GeoWealth Management, LLC 0.02% Reduce -11.8% 11,874 $416K
White Knight Strategic Wealth Advisors, LLC 0.43% Reduce -29.5% 11,736 $411K
Leavell Investment Management, Inc. 0.02% Reduce -3.4% 10,747 $377K
Integrated Advisors Network LLC 0.02% Reduce -52.8% 9,285 $325K
Level Four Advisory Services, LLC 0.02% No change 8,409 $283K
Silver Oak Securities, Incorporated 0.04% Reduce -79.5% 7,537 $264K
Nilsine Partners, LLC 0.04% New 7,496 $263K
Commonwealth Equity Services, LLC 0.00% Reduce -39.9% 7,214 $253K
HRT Financial LP 0.00% Add +6.3% 6,887 $241K
Advisory Services Network, LLC 0.01% Add +14.3% 6,463 $226K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -20.1% 6,376 $223K
Realta Investment Advisors 0.03% New 4,430 $155K
Steward Partners Investment Advisory, LLC 0.00% Add +13.3% 2,293 $80K
Comerica Bank 0.00% Add +0.3% 1,292 $45K
Sound Income Strategies, LLC 0.00% New 920 $32K
MCF Advisors LLC 0.00% New 769 $27K
Tucker Asset Management LLC 0.01% No change 643 $23K
IFP Advisors, Inc 0.00% Add +65.1% 586 $21K
Cwm, LLC 0.00% Reduce -85.0% 400 $14K
Capital Investment Advisory Services, LLC 0.00% No change 202 $7K
O'shaughnessy Asset Management, LLC 0.00% No change 161 $6K
PSI Advisors, LLC 0.00% Add +0.7% 143 $5K
Assetmark, Inc. 0.00% Reduce -99.8% 107 $4K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -99.2% 75 $3K
Simplex Trading, LLC 0.00% New 100 $3K
Avondale Wealth Management 0.00% No change 28 $992
CoreCap Advisors, LLC 0.00% New 27 $946
Wells Fargo & Company 0.00% Add +350.0% 27 $946
FMR LLC 0.00% Reduce -53.3% 14 $491
Harbour Investments, Inc. 0.00% No change 9 $315
Allworth Financial LP 0.00% No change 1 $40

"% of holder's portfolio" is ALTL's weight in each manager's 13F, not the share of Pacer Lunt Large Cap Alterna the manager owns.