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Pacer Trendpilot US Large Cap ETF

58 hedge funds and large institutions have $640M invested in Pacer Trendpilot US Large Cap ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 7

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

25% more capital invested

Capital invested by funds: $513M → $640M (+$127M)

16% more funds holding

Funds holding: 5058 (+8)

9.68% more ownership

Funds ownership: 61.66%71.34% (+9.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
33
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$984K +$155K +5,052 +19%
SPC
27
Sigma Planning Corp
Michigan
$922K +$98.6K +3,210 +12%
CA
28
Cetera Advisors
Colorado
$920K +$242K +7,866 +37%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$879K -$3.99K -130 -0.5%
CAN
30
Cetera Advisor Networks
California
$849K +$499K +16,245 +151%
MHS
31
M Holdings Securities
Oregon
$827K +$124K +4,037 +18%
IA
32
IFG Advisory
Georgia
$572K +$93.9K +3,056 +20%
HH
33
Hilltop Holdings
Texas
$542K +$529K +17,218 New
WI
34
Wintrust Investments
Illinois
$468K +$67K +2,182 +17%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$402K
MIAN
36
Mariner Independent Advisor Network
Kansas
$399K +$390K +12,684 New
FAIM
37
Financial Advocates Investment Management
Washington
$363K +$355K +11,544 New
HighTower Advisors
38
HighTower Advisors
Illinois
$337K -$41.9K -1,362 -11%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$335K -$36.6K -1,192 -10%
PA
40
PFG Advisors
Arizona
$332K +$344K +11,209 New
CWM
41
Cornerstone Wealth Management
Missouri
$301K +$71.3K +2,321 +39%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$279K
TWM
43
Titus Wealth Management
California
$219K +$214K +6,950 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$212K -$7.71K -251 -4%
APA
45
American Portfolios Advisors
New York
$207K +$60.6K +1,971 +43%
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$139K +$135K +4,400 New
BWA
47
Burt Wealth Advisors
Maryland
$129K +$19.7K +640 +19%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$120K +$7.68K +250 +7%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$72K
FHA
50
Flagship Harbor Advisors
Massachusetts
$44K +$2K +65 +5%

PTLC Hedge Fund Activity: Q3 2018 in Review

58 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2018, worth a combined $640M — up 25% from $513M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PTLC positions and 3 closed out — a net gain of 8 holders — while 33 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23M. The largest seller was Jane Street, exiting entirely with an estimated $456K sold.

  • 58 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2018, up from 50 in Q2 2018.
  • Funds reported $640M of Pacer Trendpilot US Large Cap ETF stock for Q3 2018, up 25% quarter-over-quarter.
  • 11 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q3 2018 and 3 closed out, a net change of +8 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q3 2018 was Morgan Stanley, an estimated $23M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q3 2018 was Jane Street, an estimated $456K sold.

Based on aggregated 13F filings for Q3 2018.