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Pacer Trendpilot US Large Cap ETF

92 hedge funds and large institutions have $1.38B invested in Pacer Trendpilot US Large Cap ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

21% more capital invested

Capital invested by funds: $1.14B → $1.38B (+$239M)

14% more funds holding

Funds holding: 8192 (+11)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

22.85% less ownership

Funds ownership: 81.57%58.72% (-23%)

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
21
Increased
47
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$5.57M +$1.45M +48,417 +36%
Jane Street
27
Jane Street
New York
$5.34M +$407K +13,593 +8%
SPC
28
Sigma Planning Corp
Michigan
$4.43M +$400K +13,365 +10%
FAIM
29
Financial Advocates Investment Management
Washington
$4.2M +$528K +17,648 +15%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.03M -$165K -5,523 -4%
WP
31
WealthShield Partners
North Carolina
$3.59M -$3.2M -107,004 -48%
PMG
32
ProVise Management Group
Florida
$3.41M +$3.33M +111,288 New
OC
33
Oppenheimer & Co
New York
$2.81M +$284K +9,470 +12%
NA
34
NewEdge Advisors
Louisiana
$2.77M +$264K +8,831 +11%
MHS
35
M Holdings Securities
Oregon
$2.72M +$488K +16,303 +22%
CA
36
Cetera Advisors
Colorado
$2.55M +$357K +11,926 +17%
AF
37
Advisornet Financial
Minnesota
$2.39M +$74.8K +2,497 +3%
SWA
38
SFMG Wealth Advisors
Texas
$2.33M -$575K -19,203 -21%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.13M +$1.75M +58,589 +536%
WS
40
Wedbush Securities
California
$2.1M +$463K +15,446 +29%
Stifel Financial
41
Stifel Financial
Missouri
$2.04M +$1.2M +40,016 +150%
LFAS
42
Level Four Advisory Services
Texas
$1.97M +$1.25M +41,623 +183%
WWM
43
Western Wealth Management
Colorado
$1.73M +$3.62K +121 +0.2%
APA
44
American Portfolios Advisors
New York
$1.7M +$1.12M +37,418 +205%
BAM
45
Belpointe Asset Management
Nevada
$1.65M +$1.62M +53,956 New
RJT
46
Raymond James Trust
Florida
$1.53M +$497K +16,596 +50%
TWM
47
Titus Wealth Management
California
$1.36M -$163K -5,450 -11%
WEC
48
Winslow Evans & Crocker
Massachusetts
$1.23M +$140K +4,684 +13%
PA
49
PFG Advisors
Arizona
$1.22M +$549K +18,329 +89%
IWM
50
IHT Wealth Management
Illinois
$1.11M -$79.5K -2,654 -7%

PTLC Hedge Fund Activity: Q2 2019 in Review

92 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2019, worth a combined $1.38B — up 21% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PTLC positions and 9 closed out — a net gain of 12 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $73.9M. The largest seller was WealthShield Partners, cutting an estimated $3.2M.

  • 92 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $1.38B of Pacer Trendpilot US Large Cap ETF stock for Q2 2019, up 21% quarter-over-quarter.
  • 21 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2019 and 9 closed out, a net change of +12 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2019 was Bank of America, an estimated $73.9M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2019 was WealthShield Partners, an estimated $3.2M sold.

Based on aggregated 13F filings for Q2 2019.