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Pacer Trendpilot US Large Cap ETF

126 hedge funds and large institutions have $1.89B invested in Pacer Trendpilot US Large Cap ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

100% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 27

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

20% more funds holding

Funds holding: 105126 (+21)

19% more capital invested

Capital invested by funds: $1.58B → $1.89B (+$301M)

2.01% more ownership

Funds ownership: 59.84%61.84% (+2%)

Holders
126
Holders Change
+21
Holders Change %
+20%
% of All Funds
2.48%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.2%
New
34
Increased
54
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
26
V Wealth Advisors
Kansas
$10.2M
IAA
27
Independent Advisor Alliance
North Carolina
$9.93M +$9.56M +296,695 New
SIA
28
Soltis Investment Advisors
Utah
$9.68M +$9.32M +289,206 New
CWM
29
Cornerstone Wealth Management
Missouri
$8.83M +$1.07M +33,313 +14%
GLA
30
Good Life Advisors
Pennsylvania
$7.88M -$37.5K -1,163 -0.5%
WP
31
WealthShield Partners
North Carolina
$7.38M -$312K -9,684 -4%
VC
32
Veracity Capital
Georgia
$7.07M +$6.8M +211,210 New
AAS
33
Avantax Advisory Services
Texas
$6.95M +$5.95M +184,798 +803%
FAIM
34
Financial Advocates Investment Management
Washington
$6.13M +$737K +22,890 +14%
MML Investors Services
35
MML Investors Services
Massachusetts
$5.05M +$3.3M +102,481 +211%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$4.78M +$420K +13,054 +10%
SPC
37
Sigma Planning Corp
Michigan
$4.67M +$224K +6,947 +5%
F
38
F3Logic
Minnesota
$4.54M -$2.12M -65,777 -33%
PMG
39
ProVise Management Group
Florida
$4.54M +$277K +8,590 +7%
LFA
40
Lighthouse Financial Advisors
Maryland
$4.23M +$4.08M +126,570 New
MHS
41
M Holdings Securities
Oregon
$3.96M -$280K -8,700 -7%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$3.84M +$3.7M +114,769 New
LA
43
LVW Advisors
New York
$3.51M +$280K +8,695 +9%
CA
44
Cetera Advisors
Colorado
$3.48M +$343K +10,655 +11%
Pacer Advisors
45
Pacer Advisors
Pennsylvania
$2.97M +$444K +13,795 +18%
OC
46
Oppenheimer & Co
New York
$2.9M -$191K -5,932 -6%
Truist Financial
47
Truist Financial
North Carolina
$2.58M +$2.48M +77,028 New
EP
48
Eudaimonia Partners
Tennessee
$2.42M +$2.33M +72,235 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$2.36M +$108K +3,341 +5%
SWA
50
SFMG Wealth Advisors
Texas
$2.34M -$101K -3,126 -4%

PTLC Hedge Fund Activity: Q4 2019 in Review

126 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2019, worth a combined $1.89B — up 19% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PTLC positions and 9 closed out — a net gain of 25 holders — while 54 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $34.6M. The largest seller was Sullivan, Bruyette, Speros & Blaney, cutting an estimated $7.02M.

  • 126 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2019, up from 105 in Q3 2019.
  • Funds reported $1.89B of Pacer Trendpilot US Large Cap ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 34 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2019 and 9 closed out, a net change of +25 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2019 was Bank of America, an estimated $34.6M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2019 was Sullivan, Bruyette, Speros & Blaney, an estimated $7.02M sold.

Based on aggregated 13F filings for Q4 2019.