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Pacer Trendpilot US Large Cap ETF

81 hedge funds and large institutions have $1.14B invested in Pacer Trendpilot US Large Cap ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

40% more capital invested

Capital invested by funds: $816M → $1.14B (+$325M)

21.84% more ownership

Funds ownership: 59.73%81.57% (+22%)

8% more funds holding

Funds holding: 7581 (+6)

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.75%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
17
Increased
44
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
26
Meridian Wealth Advisors
Texas
$5.88M +$5.78M +199,877 +46,483%
Jane Street
27
Jane Street
New York
$4.73M +$2.07M +71,778 +80%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$4.03M +$15.4K +533 +0.4%
GWM
29
Geneos Wealth Management
Colorado
$3.92M +$732K +25,339 +23%
SPC
30
Sigma Planning Corp
Michigan
$3.86M +$2.9M +100,376 +323%
FAIM
31
Financial Advocates Investment Management
Washington
$3.51M +$812K +28,105 +31%
SWA
32
SFMG Wealth Advisors
Texas
$2.74M +$2.69M +93,149 New
OC
33
Oppenheimer & Co
New York
$2.42M +$347K +11,999 +17%
NA
34
NewEdge Advisors
Louisiana
$2.4M -$33.7K -1,167 -1%
AF
35
Advisornet Financial
Minnesota
$2.22M +$2.18M +75,454 New
MHS
36
M Holdings Securities
Oregon
$2.13M +$1.19M +41,229 +131%
CA
37
Cetera Advisors
Colorado
$2.09M +$602K +20,842 +41%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.71M +$469K +16,243 +39%
WWM
39
Western Wealth Management
Colorado
$1.66M +$1.63M +56,336 New
HH
40
Hilltop Holdings
Texas
$1.65M -$69.9K -2,419 -4%
WS
41
Wedbush Securities
California
$1.57M +$1.54M +53,332 New
IWM
42
IHT Wealth Management
Illinois
$1.15M +$756K +26,170 +202%
WEC
43
Winslow Evans & Crocker
Massachusetts
$1.04M +$114K +3,960 +13%
RJT
44
Raymond James Trust
Florida
$979K +$101K +3,490 +12%
BTS
45
BB&T Securities
Virginia
$949K -$240K -8,288 -20%
Stifel Financial
46
Stifel Financial
Missouri
$786K +$372K +12,875 +93%
SB
47
Suntrust Banks
Georgia
$760K -$36.9K -1,276 -5%
MAFM
48
Mid Atlantic Financial Management
Pennsylvania
$747K +$82.2K +2,844 +13%
ACM
49
Allred Capital Management
Texas
$736K -$225K -7,790 -24%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$729K +$178K +6,171 +33%

PTLC Hedge Fund Activity: Q1 2019 in Review

81 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q1 2019, worth a combined $1.14B — up 40% from $816M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PTLC positions and 11 closed out — a net gain of 6 holders — while 44 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $80.8M. The largest seller was Wells Fargo, cutting an estimated $7.55M.

  • 81 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q1 2019, up from 75 in Q4 2018.
  • Funds reported $1.14B of Pacer Trendpilot US Large Cap ETF stock for Q1 2019, up 40% quarter-over-quarter.
  • 17 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q1 2019 and 11 closed out, a net change of +6 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q1 2019 was Bank of America, an estimated $80.8M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q1 2019 was Wells Fargo, an estimated $7.55M sold.

Based on aggregated 13F filings for Q1 2019.