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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

189 hedge funds and large institutions have $1.8B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
27
Increased
75
Reduced
61
Closed
12
Calls
$76K
Puts
$265K
Net Calls
-$189K
Net Calls Change
-$244K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
FS
2
Ferguson Shapiro
Georgia
$31M
3
LPL Financial
3
LPL Financial
California
$132M
4
Wells Fargo
4
Wells Fargo
California
$110M
5
AAS
5
Avantax Advisory Services
Texas
$10.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$63.9M
2
OFS
2
OneAscent Financial Services
Alabama
$298K
3
AI
3
Atria Investments
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$264M
5
SPC
5
Sigma Planning Corp
Michigan
$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$11.2M +$2.66M +61,570 +31%
Truist Financial
27
Truist Financial
North Carolina
$11M +$1.57M +36,363 +17%
Pacer Advisors
28
Pacer Advisors
Pennsylvania
$10.6M -$419K -9,672 -4%
AAS
29
Avantax Advisory Services
Texas
$10.3M +$6.15M +142,241 +150%
TWP
30
Tyche Wealth Partners
Texas
$10.1M +$10.1M +233,975 New
FEG
31
Financial Enhancement Group
Indiana
$9.99M +$374K +8,701 +4%
SPIA
32
Steward Partners Investment Advisory
New York
$9.9M +$265K +6,114 +3%
GWM
33
Geneos Wealth Management
Colorado
$9.26M +$1.4M +32,304 +18%
MWA
34
Meridian Wealth Advisors
Texas
$8.9M -$26.7K -617 -0.3%
WI
35
WBI Investments
New Jersey
$8.47M -$926K -21,410 -10%
DC
36
Davenport & Co
Virginia
$7.2M +$5.32M +122,946 +283%
Creative Planning
37
Creative Planning
Kansas
$6.83M -$856K -19,776 -11%
PA
38
PFG Advisors
Arizona
$6.14M +$153K +3,536 +3%
NA
39
NewEdge Advisors
Louisiana
$6.11M +$546K +12,593 +10%
MA
40
MONECO Advisors
Connecticut
$5.94M +$364K +8,419 +7%
CFA
41
Camarda Financial Advisors
Florida
$5.83M +$3.81K +88 +0.1%
PAG
42
Private Advisor Group
New Jersey
$5.35M -$136K -3,142 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$5.02M +$1.72M +39,752 +52%
WWA
44
WCG Wealth Advisors
Nevada
$4.8M +$161K +3,717 +3%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$4.74M -$1.04M -24,141 -18%
FAIM
46
Financial Advocates Investment Management
Washington
$4.45M +$91.6K +2,106 +2%
MCA
47
Magnolia Capital Advisors
Mississippi
$3.96M +$74.1K +1,658 +2%
SFI
48
SPC Financial Inc
Maryland
$3.61M +$616K +14,237 +21%
MCC
49
Money Concepts Capital
Florida
$3.41M +$431K +9,961 +14%
WMWM
50
Whitaker-Myers Wealth Managers
Ohio
$3.16M -$263K -6,071 -8%
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