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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

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
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.27%
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
–

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$81.4M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$12.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$28.3M
4
CAN
4
Cetera Advisor Networks
California
$6.5M
5
KAS
5
Kestra Advisory Services
Texas
$12.9M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$12.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
Bank of America
3
Bank of America
North Carolina
$217M
4
CG
4
Clarus Group
Texas
$2.1M
5
GWM
5
Geneos Wealth Management
Colorado
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$5.42M -$253K -6,698 -4%
LA
27
LVW Advisors
New York
$5.12M -$403K -10,676 -7%
GWM
28
Geneos Wealth Management
Colorado
$5.09M -$1.57M -41,174 -24%
VWA
29
V Wealth Advisors
Kansas
$4.75M +$111K +2,940 +2%
KCM
30
Kathmere Capital Management
Pennsylvania
$4.5M +$1.22M +32,370 +37%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.48M -$709K -18,784 -14%
PAG
32
Private Advisor Group
New Jersey
$4.05M +$190K +5,039 +5%
CC
33
Cedar Capital
Illinois
$3.93M -$361K -9,565 -8%
TWM
34
Titus Wealth Management
California
$3.78M +$110K +2,905 +3%
PA
35
PFG Advisors
Arizona
$3.65M +$4.87K +129 +0.1%
EP
36
Eudaimonia Partners
Tennessee
$3.41M -$173K -4,589 -5%
FAIM
37
Financial Advocates Investment Management
Washington
$3.35M +$564K +14,938 +20%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$3.31M +$128K +3,400 +4%
AWM
39
AE Wealth Management
Kansas
$3.01M -$121K -3,216 -4%
WI
40
WBI Investments
New Jersey
$2.8M +$455K +12,252 +19%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.58M +$31.1K +824 +1%
AFS
42
Aft Forsyth & Sober
Florida
$2.55M – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.4M +$221K +5,849 +10%
ARC
44
Advisor Resource Council
Texas
$2.35M -$131K -3,477 -5%
Truist Financial
45
Truist Financial
North Carolina
$2.27M -$40.6K -1,077 -2%
CG
46
Clarus Group
Texas
$2.1M -$2.79M -73,992 -57%
WP
47
WealthShield Partners
North Carolina
$1.93M -$145K -3,847 -7%
HI
48
Harbour Investments
Wisconsin
$1.92M +$157K +4,166 +9%
WS
49
Wedbush Securities
California
$1.67M -$3.77K -100 -0.2%
AL
50
ADE LLC
Maryland
$1.67M +$93.4K +2,476 +6%
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