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Pacer Trendpilot US Large Cap ETF

105 hedge funds and large institutions have $1.58B invested in Pacer Trendpilot US Large Cap ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $1.38B → $1.58B (+$205M)

14% more funds holding

Funds holding: 92105 (+13)

1.11% more ownership

Funds ownership: 58.72%59.84% (+1.1%)

Holders
105
Holders Change
+13
Holders Change %
+14.13%
% of All Funds
2.3%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
22
Increased
49
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$7.16M +$7.11M +230,476 New
WP
27
WealthShield Partners
North Carolina
$7.15M +$3.48M +112,850 +96%
GWM
28
Geneos Wealth Management
Colorado
$7.02M +$1.39M +45,096 +25%
F
29
F3Logic
Minnesota
$6.28M -$2.96M -95,983 -32%
FAIM
30
Financial Advocates Investment Management
Washington
$4.98M +$709K +23,007 +17%
SPC
31
Sigma Planning Corp
Michigan
$4.12M -$373K -12,093 -8%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$4.03M -$62.3K -2,021 -2%
MHS
33
M Holdings Securities
Oregon
$3.95M +$1.18M +38,119 +43%
PMG
34
ProVise Management Group
Florida
$3.94M +$483K +15,675 +14%
Jane Street
35
Jane Street
New York
$3.23M -$2.18M -70,634 -40%
LA
36
LVW Advisors
New York
$2.99M +$2.97M +96,244 New
CA
37
Cetera Advisors
Colorado
$2.9M +$318K +10,312 +12%
OC
38
Oppenheimer & Co
New York
$2.88M +$26.2K +851 +0.9%
Pacer Advisors
39
Pacer Advisors
Pennsylvania
$2.33M +$1.28M +41,610 +125%
SWA
40
SFMG Wealth Advisors
Texas
$2.27M -$23.5K -761 -1%
WS
41
Wedbush Securities
California
$2.19M +$49.8K +1,616 +2%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$2.09M +$1.75M +56,914 +551%
LFAS
43
Level Four Advisory Services
Texas
$2.06M +$63.6K +2,063 +3%
NA
44
NewEdge Advisors
Louisiana
$1.96M -$843K -27,349 -30%
APA
45
American Portfolios Advisors
New York
$1.93M +$203K +6,575 +12%
SWP
46
Stratos Wealth Partners
Ohio
$1.93M +$914K +29,642 +92%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.7M +$986K +31,980 +141%
WWM
48
Western Wealth Management
Colorado
$1.7M -$57.6K -1,868 -3%
RJT
49
Raymond James Trust
Florida
$1.67M +$120K +3,900 +8%
BAM
50
Belpointe Asset Management
Nevada
$1.64M -$32.8K -1,063 -2%

PTLC Hedge Fund Activity: Q3 2019 in Review

105 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2019, worth a combined $1.58B — up 15% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PTLC positions and 9 closed out — a net gain of 13 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $57.9M. The largest seller was F3Logic, cutting an estimated $2.96M.

  • 105 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2019, up from 92 in Q2 2019.
  • Funds reported $1.58B of Pacer Trendpilot US Large Cap ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 22 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q3 2019 and 9 closed out, a net change of +13 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q3 2019 was Bank of America, an estimated $57.9M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q3 2019 was F3Logic, an estimated $2.96M sold.

Based on aggregated 13F filings for Q3 2019.