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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

147 hedge funds and large institutions have $1.13B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
–
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
17
Increased
43
Reduced
55
Closed
15
Calls
$72K
Puts
$105K
Net Calls
-$33K
Net Calls Change
+$34K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$40.8M
2
LFAS
2
Level Four Advisory Services
Texas
$13.5M
3
UBS Group
3
UBS Group
Switzerland
$62.2M
4
GWM
4
Geneos Wealth Management
Colorado
$7.95M
5
MCC
5
Money Concepts Capital
Florida
$4.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$200M
2
Morgan Stanley
2
Morgan Stanley
New York
$149M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.5M
4
LPL Financial
4
LPL Financial
California
$70.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$6.32M +$50.2K +1,293 +0.8%
CA
27
Cetera Advisors
Colorado
$5.65M +$287K +7,389 +5%
VWA
28
V Wealth Advisors
Kansas
$5.47M +$351K +9,030 +7%
SPIA
29
Steward Partners Investment Advisory
New York
$4.86M -$491K -12,640 -9%
MML Investors Services
30
MML Investors Services
Massachusetts
$4.57M +$313K +8,062 +7%
PAG
31
Private Advisor Group
New Jersey
$4.5M +$161K +4,141 +4%
KCM
32
Kathmere Capital Management
Pennsylvania
$4.49M +$135K +3,480 +3%
LA
33
LVW Advisors
New York
$4.47M -$236K -6,063 -5%
WI
34
WBI Investments
New Jersey
$4.43M +$703K +18,306 +19%
FAIM
35
Financial Advocates Investment Management
Washington
$4.16M +$440K +11,325 +12%
WWP
36
WR Wealth Planners
Missouri
$4.15M +$4.15M +106,906 New
MCC
37
Money Concepts Capital
Florida
$4.1M +$2.12M +54,463 +107%
PA
38
PFG Advisors
Arizona
$3.96M -$116K -2,979 -3%
TWM
39
Titus Wealth Management
California
$3.83M -$124K -3,200 -3%
WWM
40
Western Wealth Management
Colorado
$3.36M +$2.05M +52,703 +156%
EP
41
Eudaimonia Partners
Tennessee
$3.28M +$3.28M +84,536 New
NA
42
NewEdge Advisors
Louisiana
$3.17M +$629K +16,196 +25%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$2.86M +$171K +4,403 +6%
AFS
44
Aft Forsyth & Sober
Florida
$2.63M – – –
FSA
45
Financial Services Advisory
Maryland
$2.6M -$3.14M -80,783 -55%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.45M -$939K -24,175 -28%
AWM
47
AE Wealth Management
Kansas
$2.36M -$366K -9,431 -13%
WP
48
WealthShield Partners
North Carolina
$1.98M – – –
GRP
49
Global Retirement Partners
California
$1.95M +$1.95M +52,061 New
MA
50
MONECO Advisors
Connecticut
$1.92M -$8.35K -215 -0.4%
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