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Pacer Trendpilot US Large Cap ETF
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Overview Fund Activity

166 hedge funds and large institutions have $1.23B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+10
Holders Change %
+6.41%
% of All Funds
2.66%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
24
Increased
42
Reduced
74
Closed
13
Calls
$154K
Puts
$4K
Net Calls
+$150K
Net Calls Change
+$133K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$26.3M
2
WI
2
WBI Investments
New Jersey
$8.07M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.69M
4
GWM
4
Geneos Wealth Management
Colorado
$7.03M
5
JCM
5
J2 Capital Management
Michigan
$3.86M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$60.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Bank of America
3
Bank of America
North Carolina
$250M
4
UBS Group
4
UBS Group
Switzerland
$61.6M
5
SPC
5
Sigma Planning Corp
Michigan
$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$8.06M -$3.5M -92,023 -30%
MWA
27
Meridian Wealth Advisors
Texas
$7.86M – – –
SPC
28
Sigma Planning Corp
Michigan
$7.29M -$5.82M -152,824 -44%
GWM
29
Geneos Wealth Management
Colorado
$7.03M +$2.07M +54,481 +42%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$6.96M -$1.99M -52,339 -22%
Creative Planning
31
Creative Planning
Kansas
$6.92M -$74.9K -1,967 -1%
NA
32
NewEdge Advisors
Louisiana
$5.44M +$255K +6,698 +5%
PAG
33
Private Advisor Group
New Jersey
$4.81M +$691K +18,163 +17%
FAIM
34
Financial Advocates Investment Management
Washington
$4.19M -$173K -4,538 -4%
VWA
35
V Wealth Advisors
Kansas
$4.01M -$1.84M -48,253 -31%
FSA
36
Financial Services Advisory
Maryland
$4M -$323K -8,485 -7%
AAS
37
Avantax Advisory Services
Texas
$3.94M -$305K -8,010 -7%
JCM
38
J2 Capital Management
Michigan
$3.86M +$2M +52,431 +107%
PA
39
PFG Advisors
Arizona
$3.77M +$81.2K +2,132 +2%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$3.69M +$3.21M +84,237 +660%
Citigroup
41
Citigroup
New York
$3.38M -$984K -25,859 -23%
WMWM
42
Whitaker-Myers Wealth Managers
Ohio
$3.02M +$7.54K +198 +0.3%
MA
43
MONECO Advisors
Connecticut
$2.56M +$38.4K +1,009 +2%
AFS
44
Aft Forsyth & Sober
Florida
$2.52M -$57.1K -1,500 -2%
KCM
45
Kathmere Capital Management
Pennsylvania
$2.33M -$882K -23,173 -27%
JWCA
46
J.W. Cole Advisors
Florida
$2.1M +$262K +6,886 +14%
GRP
47
Global Retirement Partners
California
$2.08M +$62.6K +1,650 +3%
BRWA
48
B. Riley Wealth Advisors
Florida
$2.04M -$591K -15,526 -22%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2.01M -$2.77M -72,856 -58%
SFI
50
SPC Financial Inc
Maryland
$1.9M +$388K +10,193 +26%
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