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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

156 hedge funds and large institutions have $1.38B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 76 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
16
Increased
76
Reduced
39
Closed
9
Calls
$43K
Puts
$26K
Net Calls
+$17K
Net Calls Change
-$1.28M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$96.2M
2
LPL Financial
2
LPL Financial
California
$89.7M
3
Wells Fargo
3
Wells Fargo
California
$94.6M
4
FEG
4
Financial Enhancement Group
Indiana
$7.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.5M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$70.1M
2
UBS Group
2
UBS Group
Switzerland
$82.2M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$28.7M
4
AAS
4
Avantax Advisory Services
Texas
$4.18M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$8.76M +$3.75M +100,121 +75%
Stifel Financial
27
Stifel Financial
Missouri
$8.5M +$224K +5,981 +3%
MWA
28
Meridian Wealth Advisors
Texas
$7.74M +$19.8K +527 +0.3%
FEG
29
Financial Enhancement Group
Indiana
$7.4M +$6.94M +182,532 +1,519%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$7.19M +$5.53M +147,638 +334%
Creative Planning
31
Creative Planning
Kansas
$6.89M -$787K -20,986 -10%
VWA
32
V Wealth Advisors
Kansas
$5.76M +$90.2K +2,407 +2%
GWM
33
Geneos Wealth Management
Colorado
$4.88M +$28.5K +761 +0.6%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$4.71M +$3.17M +84,515 +206%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$4.51M +$4.22M +112,524 +1,461%
MCC
36
Money Concepts Capital
Florida
$4.46M +$2.08M +55,390 +87%
FAIM
37
Financial Advocates Investment Management
Washington
$4.3M +$364K +9,708 +9%
Citigroup
38
Citigroup
New York
$4.3M +$1.19M +31,764 +38%
FSA
39
Financial Services Advisory
Maryland
$4.26M -$527K -14,069 -11%
AAS
40
Avantax Advisory Services
Texas
$4.18M -$2.09M -55,621 -33%
LA
41
LVW Advisors
New York
$3.83M -$309K -8,236 -7%
IAIM
42
International Assets Investment Management
Florida
$3.69M -$25.8K -710 -0.7%
PA
43
PFG Advisors
Arizona
$3.63M +$118K +3,146 +3%
WI
44
WBI Investments
New Jersey
$3.4M -$141K -3,757 -4%
KCM
45
Kathmere Capital Management
Pennsylvania
$3.16M -$325K -8,665 -9%
WMWM
46
Whitaker-Myers Wealth Managers
Ohio
$2.96M +$2.96M +79,013 New
FHA
47
Flagship Harbor Advisors
Massachusetts
$2.67M +$2.67M +71,139 New
BRWA
48
B. Riley Wealth Advisors
Florida
$2.59M -$27.6K -736 -1%
AFS
49
Aft Forsyth & Sober
Florida
$2.54M – – –
MA
50
MONECO Advisors
Connecticut
$2.48M -$119K -3,181 -5%
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