We are live on ! Find out more
PTLC icon

Pacer Trendpilot US Large Cap ETF

48 hedge funds and large institutions have $439M invested in Pacer Trendpilot US Large Cap ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 5

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

20% more funds holding

Funds holding: 4048 (+8)

19% more capital invested

Capital invested by funds: $368M → $439M (+$70.8M)

3.57% more ownership

Funds ownership: 50.79%54.37% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
24
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$446K +$14.8K +507 +3%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$403K +$357K +12,185 +604%
MIAN
28
Mariner Independent Advisor Network
Kansas
$370K -$139K -4,760 -27%
IA
29
IFG Advisory
Georgia
$368K +$381K +13,009 New
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$362K -$49.4K -1,688 -12%
CWP
31
Capital Wealth Planning
Florida
$346K
Stifel Financial
32
Stifel Financial
Missouri
$310K +$321K +10,964 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$258K
WI
34
Wintrust Investments
Illinois
$249K -$22K -750 -8%
HighTower Advisors
35
HighTower Advisors
Illinois
$230K +$239K +8,144 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$213K +$220K +7,501 New
APA
37
American Portfolios Advisors
New York
$138K -$15.7K -535 -10%
BWA
38
Burt Wealth Advisors
Maryland
$98K
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$98K +$5.86K +200 +6%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$65K
Citigroup
41
Citigroup
New York
$47K +$48.6K +1,660 New
WP
42
WealthShield Partners
North Carolina
$46K +$48K +1,638 New
SWP
43
Stratos Wealth Partners
Ohio
$43K +$4.42K +151 +11%
FCMT
44
Founders Capital Management (Texas)
Texas
$19K +$19.8K +675 New
WEC
45
Winslow Evans & Crocker
Massachusetts
$11.1K +$6.56K +224 +135%
CFD
46
Creative Financial Designs
Indiana
$6K +$6.24K +213 New
SPIA
47
Steward Partners Investment Advisory
New York
$5K +$5.86K +200 New
MOS
48
MGO One Seven
Ohio
$2K +$1.84K +63 New
BCM
49
Barometer Capital Management
Ontario, Canada
-$1.62M -56,500 Closed
PP
50
PagnatoKarp Partners
Virginia
-$354K -12,346 Closed

PTLC Hedge Fund Activity: Q1 2018 in Review

48 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q1 2018, worth a combined $439M — up 19% from $368M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PTLC positions and 5 closed out — a net gain of 9 holders — while 24 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $16M. The largest seller was Barometer Capital Management, exiting entirely with an estimated $1.62M sold.

  • 48 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q1 2018, up from 40 in Q4 2017.
  • Funds reported $439M of Pacer Trendpilot US Large Cap ETF stock for Q1 2018, up 19% quarter-over-quarter.
  • 14 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q1 2018 and 5 closed out, a net change of +9 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q1 2018 was Bank of America, an estimated $16M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q1 2018 was Barometer Capital Management, an estimated $1.62M sold.

Based on aggregated 13F filings for Q1 2018.