PTLC icon

Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

194 hedge funds and large institutions have $1.78B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
194
Holders Change
+5
Holders Change %
+2.65%
% of All Funds
2.81%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
85
Reduced
55
Closed
13
Calls
$457K
Puts
$215K
Net Calls
+$242K
Net Calls Change
+$431K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$46.8M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$8.55M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
4
CAN
4
Cetera Advisor Networks
California
$26.1M
5
Ameriprise
5
Ameriprise
Minnesota
$7.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$280M
4
Wells Fargo
4
Wells Fargo
California
$111M
5
UBS Group
5
UBS Group
Switzerland
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
26
MBL Wealth
North Carolina
$12.6M +$41.8K +875 +0.3%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$12.4M +$10.2K +214 +0.1%
AAS
28
Avantax Advisory Services
Texas
$11.9M +$618K +12,954 +5%
GWM
29
Geneos Wealth Management
Colorado
$11.5M +$1.25M +26,210 +12%
Pacer Advisors
30
Pacer Advisors
Pennsylvania
$10.8M -$897K -18,800 -8%
FEG
31
Financial Enhancement Group
Indiana
$10.4M -$398K -8,536 -4%
SPIA
32
Steward Partners Investment Advisory
New York
$10.4M -$563K -11,802 -5%
TWP
33
Tyche Wealth Partners
Texas
$10.3M -$899K -18,836 -8%
MWA
34
Meridian Wealth Advisors
Texas
$9.84M +$23.9K +500 +0.2%
DC
35
Davenport & Co
Virginia
$9.45M +$1.51M +31,565 +19%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$8.55M +$7.56M +158,433 +763%
Ameriprise
37
Ameriprise
Minnesota
$7.34M +$5.3M +110,969 +259%
Creative Planning
38
Creative Planning
Kansas
$7.2M -$328K -6,868 -4%
PA
39
PFG Advisors
Arizona
$7.06M +$292K +6,118 +4%
WI
40
WBI Investments
New Jersey
$6.81M -$2.53M -53,058 -27%
MA
41
MONECO Advisors
Connecticut
$6.73M +$181K +3,783 +3%
HighTower Advisors
42
HighTower Advisors
Illinois
$6.48M +$930K +19,447 +17%
NA
43
NewEdge Advisors
Louisiana
$6.27M -$443K -9,289 -7%
PAG
44
Private Advisor Group
New Jersey
$6M +$98.8K +2,071 +2%
CFA
45
Camarda Financial Advisors
Florida
$5.96M -$471K -9,873 -7%
FAIM
46
Financial Advocates Investment Management
Washington
$4.98M +$68K +1,418 +1%
SWP
47
Stratos Wealth Partners
Ohio
$4.71M +$1.59M +33,311 +51%
SFI
48
SPC Financial Inc
Maryland
$4.49M +$513K +10,754 +13%
MCA
49
Magnolia Capital Advisors
Mississippi
$4.11M +$116K +2,558 +3%
WMWM
50
Whitaker-Myers Wealth Managers
Ohio
$3.51M +$21.6K +453 +0.6%
1
2
3 4 5