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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

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
Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.68%
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
1
American Planning Services
Florida
$18M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$42.5M
3
IAIM
3
International Assets Investment Management
Florida
$4.11M
4
MCA
4
Magnolia Capital Advisors
Mississippi
$3.45M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$262M
2
Wells Fargo
2
Wells Fargo
California
$95.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$147M
4
UBS Group
4
UBS Group
Switzerland
$62.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.42K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$9.56M +$814K +19,704 +9%
MW
27
MBL Wealth
North Carolina
$9.45M +$118K +2,857 +1%
FEG
28
Financial Enhancement Group
Indiana
$9.35M -$60.1K -1,433 -0.6%
MWA
29
Meridian Wealth Advisors
Texas
$8.53M – – –
GWM
30
Geneos Wealth Management
Colorado
$7.64M +$11.4K +276 +0.1%
Creative Planning
31
Creative Planning
Kansas
$7.47M -$43.4K -1,052 -0.6%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$6.72M -$837K -20,261 -11%
SPC
33
Sigma Planning Corp
Michigan
$6.51M -$1.4M -34,013 -18%
NA
34
NewEdge Advisors
Louisiana
$5.45M -$464K -11,245 -8%
PAG
35
Private Advisor Group
New Jersey
$4.99M -$226K -5,483 -4%
PA
36
PFG Advisors
Arizona
$4.87M +$790K +19,137 +19%
VWA
37
V Wealth Advisors
Kansas
$4.35M +$165 +4 +0%
FSA
38
Financial Services Advisory
Maryland
$4.3M -$40.2K -974 -0.9%
FAIM
39
Financial Advocates Investment Management
Washington
$4.18M -$372K -8,997 -8%
IAIM
40
International Assets Investment Management
Florida
$4.11M +$4.11M +105,615 New
JCM
41
J2 Capital Management
Michigan
$4.06M -$133K -3,229 -3%
MCA
42
Magnolia Capital Advisors
Mississippi
$3.45M +$3.2M +77,566 +1,295%
WMWM
43
Whitaker-Myers Wealth Managers
Ohio
$3.24M -$34.2K -827 -1%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$2.83M +$650K +15,746 +30%
MCC
45
Money Concepts Capital
Florida
$2.81M +$950K +23,006 +51%
AFS
46
Aft Forsyth & Sober
Florida
$2.79M +$62K +1,500 +2%
MA
47
MONECO Advisors
Connecticut
$2.78M +$5.49K +133 +0.2%
AAS
48
Avantax Advisory Services
Texas
$2.66M -$1.61M -39,056 -38%
Citigroup
49
Citigroup
New York
$2.49M -$1.17M -28,379 -32%
SFI
50
SPC Financial Inc
Maryland
$2.47M +$405K +9,813 +20%
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