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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

175 hedge funds and large institutions have $1.41B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
22
Increased
54
Reduced
56
Closed
17
Calls
$183K
Puts
$128K
Net Calls
+$55K
Net Calls Change
-$199K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$101M
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.92M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.33M
5
AI
5
Atria Investments
North Carolina
$5.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$247M
2
VWA
2
V Wealth Advisors
Kansas
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$8.9M
5
FSA
5
Financial Services Advisory
Maryland
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
26
Financial Enhancement Group
Indiana
$9.09M +$7.94K +195 +0.1%
SPIA
27
Steward Partners Investment Advisory
New York
$8.9M -$2.22M -55,558 -20%
Truist Financial
28
Truist Financial
North Carolina
$8.74M -$506K -12,656 -5%
WI
29
WBI Investments
New Jersey
$8.68M -$979K -24,505 -10%
MWA
30
Meridian Wealth Advisors
Texas
$8.25M -$3.6K -90 -0%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$7.92M +$7.92M +198,130 New
GWM
32
Geneos Wealth Management
Colorado
$7.26M -$132K -3,302 -2%
Creative Planning
33
Creative Planning
Kansas
$7.09M -$130K -3,257 -2%
SPC
34
Sigma Planning Corp
Michigan
$5.95M -$342K -8,561 -5%
AI
35
Atria Investments
North Carolina
$5.9M +$5.9M +147,726 New
OFS
36
OneAscent Financial Services
Alabama
$5.71M +$5.71M +142,879 New
PA
37
PFG Advisors
Arizona
$5.52M +$808K +20,221 +17%
CFA
38
Camarda Financial Advisors
Florida
$5.38M +$5.38M +134,718 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$5.34M -$1.16M -28,991 -18%
MA
40
MONECO Advisors
Connecticut
$5.15M +$2.46M +61,469 +91%
NA
41
NewEdge Advisors
Louisiana
$5.12M -$155K -3,874 -3%
PAG
42
Private Advisor Group
New Jersey
$5.07M +$240K +6,018 +5%
WWA
43
WCG Wealth Advisors
Nevada
$4.29M +$4.29M +107,243 New
FAIM
44
Financial Advocates Investment Management
Washington
$3.93M -$37.1K -945 -0.9%
JCM
45
J2 Capital Management
Michigan
$3.85M -$79.5K -1,990 -2%
AAS
46
Avantax Advisory Services
Texas
$3.79M +$1.22M +30,415 +47%
MCA
47
Magnolia Capital Advisors
Mississippi
$3.37M +$127K +3,271 +4%
WMWM
48
Whitaker-Myers Wealth Managers
Ohio
$3.16M +$28K +700 +0.9%
HighTower Advisors
49
HighTower Advisors
Illinois
$3.05M +$2.12M +52,885 +227%
SFI
50
SPC Financial Inc
Maryland
$2.76M +$376K +9,414 +16%
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