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Pacer Trendpilot US Large Cap ETF

129 hedge funds and large institutions have $1.15B invested in Pacer Trendpilot US Large Cap ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $100K | Put options by funds: $27K

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more capital invested

Capital invested by funds: $1.07B → $1.15B (+$83.8M)

4.86% more ownership

Funds ownership: 56.02%60.88% (+4.9%)

2% more funds holding

Funds holding: 126129 (+3)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
36
Reduced
51
Closed
8
Calls
$100K
Puts
$27K
Net Calls
+$73K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$5.42M -$259K -6,698 -4%
LA
27
LVW Advisors
New York
$5.12M -$413K -10,676 -7%
GWM
28
Geneos Wealth Management
Colorado
$5.09M -$1.59M -41,174 -24%
VWA
29
V Wealth Advisors
Kansas
$4.75M +$114K +2,940 +2%
KCM
30
Kathmere Capital Management
Pennsylvania
$4.5M +$1.25M +32,370 +37%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.48M -$727K -18,784 -14%
PAG
32
Private Advisor Group
New Jersey
$4.05M +$195K +5,039 +5%
CC
33
Cedar Capital
Illinois
$3.93M -$370K -9,565 -8%
TWM
34
Titus Wealth Management
California
$3.78M +$112K +2,905 +3%
PA
35
PFG Advisors
Arizona
$3.65M +$5K +129 +0.1%
EP
36
Eudaimonia Partners
Tennessee
$3.41M -$178K -4,589 -5%
FAIM
37
Financial Advocates Investment Management
Washington
$3.35M +$578K +14,938 +20%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$3.31M +$132K +3,400 +4%
AWM
39
AE Wealth Management
Kansas
$3.01M -$125K -3,216 -4%
WI
40
WBI Investments
New Jersey
$2.8M +$474K +12,252 +19%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.58M +$31.9K +824 +1%
AFS
42
Aft Forsyth & Sober
Florida
$2.55M
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.4M +$226K +5,849 +10%
ARC
44
Advisor Resource Council
Texas
$2.35M -$135K -3,477 -5%
Truist Financial
45
Truist Financial
North Carolina
$2.27M -$41.7K -1,077 -2%
CG
46
Clarus Group
Texas
$2.1M -$2.86M -73,992 -57%
WP
47
WealthShield Partners
North Carolina
$1.93M -$149K -3,847 -7%
HI
48
Harbour Investments
Wisconsin
$1.92M +$161K +4,166 +9%
WS
49
Wedbush Securities
California
$1.67M -$3.87K -100 -0.2%
AL
50
ADE LLC
Maryland
$1.67M +$95.9K +2,476 +6%

PTLC Hedge Fund Activity: Q3 2021 in Review

129 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2021, worth a combined $1.15B — up 7.9% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PTLC positions and 8 closed out — a net gain of 5 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $83.6M. The largest seller was Creative Planning, cutting an estimated $16.2M.

  • 129 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2021, up from 126 in Q2 2021.
  • Funds reported $1.15B of Pacer Trendpilot US Large Cap ETF stock for Q3 2021, up 7.9% quarter-over-quarter.
  • 13 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q3 2021 and 8 closed out, a net change of +5 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q3 2021 was CFS Investment Advisory Services, an estimated $83.6M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q3 2021 was Creative Planning, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2021.