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Pacer Trendpilot US Large Cap ETF
PTLC

170 hedge funds and large institutions have $1.37B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

847% more call options, than puts

Call options by funds: $284K | Put options by funds: $30K

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $1.23B → $1.37B (+$140M)

2% more funds holding

Funds holding: 166 → 170 (+4)

0.05% less ownership

Funds ownership: 62.73% → 62.68% (-0.05%)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

40% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 78

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
20
Increased
47
Reduced
78
Closed
15
Calls
$284K
Puts
$30K
Net Calls
+$254K
Net Calls Change
+$104K

Top Buyers

1
APS
American Planning Services
Florida
+$17M
2
IAIM
International Assets Investment Management
Florida
+$4.12M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.06M
4
MCA
Magnolia Capital Advisors
Mississippi
+$3.03M
5
MML Investors Services
MML Investors Services
Massachusetts
+$2.32M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.39M
2
Wells Fargo
Wells Fargo
California
-$7.08M
3
Morgan Stanley
Morgan Stanley
New York
-$4.75M
4
UBS Group
UBS Group
Switzerland
-$3.85M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$9.56M +$768K +19,704 +9%
MW
27
MBL Wealth
North Carolina
$9.45M +$111K +2,857 +1%
FEG
28
Financial Enhancement Group
Indiana
$9.35M -$55.9K -1,433 -0.6%
MWA
29
Meridian Wealth Advisors
Texas
$8.53M – – –
GWM
30
Geneos Wealth Management
Colorado
$7.64M +$10.8K +276 +0.1%
Creative Planning
31
Creative Planning
Kansas
$7.47M -$41K -1,052 -0.6%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$6.72M -$790K -20,261 -11%
SPC
33
Sigma Planning Corp
Michigan
$6.51M -$1.33M -34,013 -18%
NA
34
NewEdge Advisors
Louisiana
$5.45M -$439K -11,245 -8%
PAG
35
Private Advisor Group
New Jersey
$4.99M -$214K -5,483 -4%
PA
36
PFG Advisors
Arizona
$4.87M +$746K +19,137 +19%
VWA
37
V Wealth Advisors
Kansas
$4.35M +$156 +4 +0%
FSA
38
Financial Services Advisory
Maryland
$4.3M -$38K -974 -0.9%
FAIM
39
Financial Advocates Investment Management
Washington
$4.18M -$351K -8,997 -8%
IAIM
40
International Assets Investment Management
Florida
$4.11M +$4.12M +105,615 New
JCM
41
J2 Capital Management
Michigan
$4.06M -$126K -3,229 -3%
MCA
42
Magnolia Capital Advisors
Mississippi
$3.45M +$3.03M +77,566 +1,295%
WMWM
43
Whitaker-Myers Wealth Managers
Ohio
$3.24M -$32.3K -827 -1%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$2.83M +$614K +15,746 +30%
MCC
45
Money Concepts Capital
Florida
$2.81M +$897K +23,006 +51%
AFS
46
Aft Forsyth & Sober
Florida
$2.79M +$58.5K +1,500 +2%
MA
47
MONECO Advisors
Connecticut
$2.78M +$5.19K +133 +0.2%
AAS
48
Avantax Advisory Services
Texas
$2.66M -$1.52M -39,056 -38%
Citigroup
49
Citigroup
New York
$2.49M -$1.11M -28,379 -32%
SFI
50
SPC Financial Inc
Maryland
$2.47M +$383K +9,813 +20%
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PTLC Hedge Fund Activity: Q2 2023 in Review

170 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2023, worth a combined $1.37B — up 11% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PTLC positions and 15 closed out — a net gain of 5 holders — while 47 added to existing stakes and 78 trimmed.

The largest buyer was American Planning Services, opening a new position worth an estimated $17M. The largest seller was Bank of America, cutting an estimated $8.39M.

  • 170 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2023, up from 166 in Q1 2023.
  • Funds reported $1.37B of Pacer Trendpilot US Large Cap ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 20 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2023 and 15 closed out, a net change of +5 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2023 was American Planning Services, an estimated $17M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2023 was Bank of America, an estimated $8.39M sold.

Based on aggregated 13F filings for Q2 2023.