We are live on ! Find out more
PTLC icon

Pacer Trendpilot US Large Cap ETF

155 hedge funds and large institutions have $1.3B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,781% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $73K

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

133.52% more ownership

Funds ownership: 62.1%195.61% (+134%)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 143155 (+12)

5% more capital invested

Capital invested by funds: $1.24B → $1.3B (+$58.7M)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.67%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
48
Reduced
49
Closed
6
Calls
$1.37M
Puts
$73K
Net Calls
+$1.3M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$7.71M -$1.11M -29,461 -13%
AAS
27
Avantax Advisory Services
Texas
$6.3M -$2.23M -59,259 -26%
Truist Financial
28
Truist Financial
North Carolina
$6.03M +$5.11K +136 +0.1%
VWA
29
V Wealth Advisors
Kansas
$5.69M +$116K +3,091 +2%
MML Investors Services
30
MML Investors Services
Massachusetts
$5.03M +$479K +12,736 +11%
GWM
31
Geneos Wealth Management
Colorado
$4.87M -$2.53M -67,164 -34%
FSA
32
Financial Services Advisory
Maryland
$4.81M -$51.5K -1,369 -1%
NA
33
NewEdge Advisors
Louisiana
$4.64M +$332K +8,825 +8%
PAG
34
Private Advisor Group
New Jersey
$4.21M -$97.3K -2,587 -2%
LA
35
LVW Advisors
New York
$4.16M -$227K -6,029 -5%
FAIM
36
Financial Advocates Investment Management
Washington
$3.9M -$41.1K -1,094 -1%
PA
37
PFG Advisors
Arizona
$3.53M -$90.9K -2,418 -3%
KCM
38
Kathmere Capital Management
Pennsylvania
$3.5M -$1.04M -27,653 -23%
WI
39
WBI Investments
New Jersey
$3.49M +$1.16M +30,745 +48%
Citigroup
40
Citigroup
New York
$3.12M +$1.38M +36,693 +79%
IAIM
41
International Assets Investment Management
Florida
$3.04M +$3.84M +102,239 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$2.92M +$183K +4,872 +7%
WWM
43
Western Wealth Management
Colorado
$2.79M -$95.6K -2,543 -3%
BRWA
44
B. Riley Wealth Advisors
Florida
$2.63M +$987K +26,251 +60%
MA
45
MONECO Advisors
Connecticut
$2.61M +$746K +19,840 +40%
AFS
46
Aft Forsyth & Sober
Florida
$2.55M
MCC
47
Money Concepts Capital
Florida
$2.39M
VAM
48
Vienna Asset Management
California
$2.2M -$337K -8,956 -13%
GRP
49
Global Retirement Partners
California
$1.97M -$12.3K -327 -0.6%
WP
50
WealthShield Partners
North Carolina
$1.9M +$11.4K +302 +0.6%

PTLC Hedge Fund Activity: Q3 2022 in Review

155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2022, worth a combined $1.3B — up 4.7% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PTLC positions and 6 closed out — a net gain of 14 holders — while 48 added to existing stakes and 49 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $2.66B. The largest seller was Koss-Olinger Consulting, cutting an estimated $16.9M.

  • 155 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2022, up from 143 in Q2 2022.
  • Funds reported $1.3B of Pacer Trendpilot US Large Cap ETF stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 20 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q3 2022 and 6 closed out, a net change of +14 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $2.66B added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q3 2022 was Koss-Olinger Consulting, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2022.