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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

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
Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.42%
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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$264M
2
UBS Group
2
UBS Group
Switzerland
$85.5M
3
CAN
3
Cetera Advisor Networks
California
$19.5M
4
SPC
4
Sigma Planning Corp
Michigan
$11.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$153M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$71.1M
2
5L
2
55I LLC
Massachusetts
$1.31M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.3M
4
WWP
4
WR Wealth Planners
Missouri
$102K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$7.38M -$307K -8,163 -4%
CA
27
Cetera Advisors
Colorado
$6.33M +$861K +22,916 +16%
Truist Financial
28
Truist Financial
North Carolina
$6.01M -$93.6K -2,491 -2%
SPIA
29
Steward Partners Investment Advisory
New York
$5.59M +$893K +23,770 +19%
VWA
30
V Wealth Advisors
Kansas
$5.56M +$278K +7,390 +5%
FSA
31
Financial Services Advisory
Maryland
$4.85M +$2.33M +62,078 +93%
MML Investors Services
32
MML Investors Services
Massachusetts
$4.54M +$126K +3,364 +3%
KCM
33
Kathmere Capital Management
Pennsylvania
$4.53M +$186K +4,958 +4%
LA
34
LVW Advisors
New York
$4.37M +$44.9K +1,196 +1%
NA
35
NewEdge Advisors
Louisiana
$4.3M +$1.24M +32,948 +40%
PAG
36
Private Advisor Group
New Jersey
$4.29M -$59.6K -1,586 -1%
FAIM
37
Financial Advocates Investment Management
Washington
$3.98M -$38.7K -1,030 -1%
TWM
38
Titus Wealth Management
California
$3.85M +$146K +3,900 +4%
PA
39
PFG Advisors
Arizona
$3.61M -$226K -6,016 -6%
WWM
40
Western Wealth Management
Colorado
$2.88M -$373K -9,933 -11%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.73M -$30.7K -818 -1%
AFS
42
Aft Forsyth & Sober
Florida
$2.54M – – –
EP
43
Eudaimonia Partners
Tennessee
$2.53M -$644K -17,144 -20%
VAM
44
Vienna Asset Management
California
$2.53M +$2.53M +67,336 New
ARC
45
Advisor Resource Council
Texas
$2.48M +$1.39M +37,031 +128%
MCC
46
Money Concepts Capital
Florida
$2.39M -$1.58M -41,969 -40%
WI
47
WBI Investments
New Jersey
$2.35M -$1.9M -51,678 -45%
GRP
48
Global Retirement Partners
California
$1.97M +$17K +454 +0.9%
WP
49
WealthShield Partners
North Carolina
$1.88M -$37.3K -993 -2%
MA
50
MONECO Advisors
Connecticut
$1.86M +$7.25K +193 +0.4%
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