Pacer Trendpilot US Large Cap ETF
PTLC
30 hedge funds and large institutions have $250M invested in Pacer Trendpilot US Large Cap ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
20% more funds holding
Funds holding: 25 → 30 (+5)
10% more capital invested
Capital invested by funds: $228M → $250M (+$21.9M)
3.5% more ownership
Funds ownership: 53.28% → 56.78% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$6.52M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.92M |
| 3 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$1.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.58M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.39M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWA
26
Burt Wealth Advisors
North Bethesda,
Maryland
| $89K | +$16.9K | +657 | +23% |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $87K | -$38.6K | -1,505 | -31% |
|
28
JP Morgan Chase
New York
| $57K | -$12.8K | -500 | -19% |
|
29
Creative Planning
Overland Park,
Kansas
| $7K | +$6.67K | +260 | New |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $3K | +$2.57K | +100 | New |
|
|
IAA
31
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$1.95M | -77,576 | Closed |
|
PTLC Hedge Fund Activity: Q2 2017 in Review
30 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2017, worth a combined $250M — up 9.6% from $228M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PTLC positions and 1 closed out — a net gain of 5 holders — while 16 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.52M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $1.95M sold.
- 30 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2017, up from 25 in Q1 2017.
- Funds reported $250M of Pacer Trendpilot US Large Cap ETF stock for Q2 2017, up 9.6% quarter-over-quarter.
- 6 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2017 and 1 closed out, a net change of +5 holders.
- The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2017 was Morgan Stanley, an estimated $6.52M added.
- The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2017 was Independent Advisor Alliance, an estimated $1.95M sold.
Based on aggregated 13F filings for Q2 2017.