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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

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
Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.68%
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

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$72.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$58.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$169M
4
LPL Financial
4
LPL Financial
California
$78.5M
5
UBS Group
5
UBS Group
Switzerland
$90.9M

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$20.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$33M
3
GWM
3
Geneos Wealth Management
Colorado
$4.87M
4
AAS
4
Avantax Advisory Services
Texas
$6.3M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$5.12K +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 +$480K +12,736 +11%
GWM
31
Geneos Wealth Management
Colorado
$4.87M -$2.53M -67,164 -34%
FSA
32
Financial Services Advisory
Maryland
$4.81M -$51.6K -1,369 -1%
NA
33
NewEdge Advisors
Louisiana
$4.65M +$332K +8,825 +8%
PAG
34
Private Advisor Group
New Jersey
$4.21M -$97.4K -2,587 -2%
LA
35
LVW Advisors
New York
$4.16M -$227K -6,029 -5%
FAIM
36
Financial Advocates Investment Management
Washington
$3.9M -$40.6K -1,094 -1%
PA
37
PFG Advisors
Arizona
$3.53M -$91.1K -2,418 -3%
KCM
38
Kathmere Capital Management
Pennsylvania
$3.5M -$1.04M -27,653 -23%
WI
39
WBI Investments
New Jersey
$3.49M +$1.14M +30,745 +48%
Citigroup
40
Citigroup
New York
$3.12M +$1.38M +36,693 +79%
IAIM
41
International Assets Investment Management
Florida
$3.04M +$3.04M +102,239 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$2.93M +$183K +4,872 +7%
WWM
43
Western Wealth Management
Colorado
$2.79M -$95.9K -2,543 -3%
BRWA
44
B. Riley Wealth Advisors
Florida
$2.63M +$989K +26,251 +60%
MA
45
MONECO Advisors
Connecticut
$2.61M +$747K +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 -$12.4K -327 -0.6%
WP
50
WealthShield Partners
North Carolina
$1.9M +$11.4K +302 +0.6%
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