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Pacer Trendpilot US Large Cap ETF

143 hedge funds and large institutions have $1.24B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $1.13B → $1.24B (+$112M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

3% less funds holding

Funds holding: 147143 (-4)

16% less call options, than puts

Call options by funds: $113K | Put options by funds: $135K

146.09% less ownership

Funds ownership: 208.18%62.1% (-146%)

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
11
Increased
46
Reduced
51
Closed
12
Calls
$113K
Puts
$135K
Net Calls
-$22K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$7.38M -$308K -8,163 -4%
CA
27
Cetera Advisors
Colorado
$6.33M +$864K +22,916 +16%
Truist Financial
28
Truist Financial
North Carolina
$6.01M -$93.9K -2,491 -2%
SPIA
29
Steward Partners Investment Advisory
New York
$5.59M +$896K +23,770 +19%
VWA
30
V Wealth Advisors
Kansas
$5.56M +$279K +7,390 +5%
FSA
31
Financial Services Advisory
Maryland
$4.85M +$2.34M +62,078 +93%
MML Investors Services
32
MML Investors Services
Massachusetts
$4.54M +$127K +3,364 +3%
KCM
33
Kathmere Capital Management
Pennsylvania
$4.53M +$187K +4,958 +4%
LA
34
LVW Advisors
New York
$4.37M +$45.1K +1,196 +1%
NA
35
NewEdge Advisors
Louisiana
$4.3M +$1.24M +32,948 +40%
PAG
36
Private Advisor Group
New Jersey
$4.29M -$59.8K -1,586 -1%
FAIM
37
Financial Advocates Investment Management
Washington
$3.98M -$38.8K -1,030 -1%
TWM
38
Titus Wealth Management
California
$3.85M +$147K +3,900 +4%
PA
39
PFG Advisors
Arizona
$3.61M -$227K -6,016 -6%
WWM
40
Western Wealth Management
Colorado
$2.88M -$374K -9,933 -11%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.73M -$30.8K -818 -1%
AFS
42
Aft Forsyth & Sober
Florida
$2.54M
EP
43
Eudaimonia Partners
Tennessee
$2.53M -$646K -17,144 -20%
VAM
44
Vienna Asset Management
California
$2.53M +$2.54M +67,336 New
ARC
45
Advisor Resource Council
Texas
$2.48M +$1.4M +37,031 +128%
MCC
46
Money Concepts Capital
Florida
$2.39M -$1.58M -41,969 -40%
WI
47
WBI Investments
New Jersey
$2.35M -$1.95M -51,678 -45%
GRP
48
Global Retirement Partners
California
$1.97M +$17.1K +454 +0.9%
WP
49
WealthShield Partners
North Carolina
$1.88M -$37.4K -993 -2%
MA
50
MONECO Advisors
Connecticut
$1.86M +$7.28K +193 +0.4%

PTLC Hedge Fund Activity: Q2 2022 in Review

143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2022, worth a combined $1.24B — up 9.9% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PTLC and 11 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 46 added.

The largest buyer was Bank of America, adding an estimated $70.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $2.73B.

  • 143 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2022, down from 147 in Q1 2022.
  • Funds reported $1.24B of Pacer Trendpilot US Large Cap ETF stock for Q2 2022, up 9.9% quarter-over-quarter.
  • 11 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2022 and 12 closed out, a net change of -1 holder.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2022 was Bank of America, an estimated $70.5M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $2.73B sold.

Based on aggregated 13F filings for Q2 2022.