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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

202 hedge funds and large institutions have $1.87B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
2.94%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
23
Increased
69
Reduced
59
Closed
10
Calls
$480K
Puts
$59K
Net Calls
+$421K
Net Calls Change
+$179K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$29.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$223M
3
Bank of America
3
Bank of America
North Carolina
$302M
4
OP
4
ORG Partners
Indiana
$6.35M
5
Wells Fargo
5
Wells Fargo
California
$122M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$58.4M
2
APS
2
American Planning Services
Florida
$14.4M
3
MCA
3
Magnolia Capital Advisors
Mississippi
$0
4
CG
4
Clarus Group
Texas
$270K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$13.3M +$841K +16,907 +7%
GWM
27
Geneos Wealth Management
Colorado
$12.4M +$475K +9,538 +4%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$12.3M -$678K -13,629 -5%
SPIA
29
Steward Partners Investment Advisory
New York
$11M +$190K +3,821 +2%
FEG
30
Financial Enhancement Group
Indiana
$11M -$117K -2,350 -1%
DC
31
Davenport & Co
Virginia
$10.7M +$886K +17,790 +9%
TWP
32
Tyche Wealth Partners
Texas
$10.7M -$48.6K -977 -0.5%
MWA
33
Meridian Wealth Advisors
Texas
$10.3M – – –
Pacer Advisors
34
Pacer Advisors
Pennsylvania
$10.2M -$1.04M -20,933 -9%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$9.92M +$1M +20,106 +11%
PA
36
PFG Advisors
Arizona
$9.46M +$2.1M +42,224 +29%
HighTower Advisors
37
HighTower Advisors
Illinois
$7.74M +$1.03M +20,717 +15%
MA
38
MONECO Advisors
Connecticut
$7.53M +$514K +10,334 +7%
Creative Planning
39
Creative Planning
Kansas
$7.5M -$11K -221 -0.1%
Ameriprise
40
Ameriprise
Minnesota
$7.02M -$633K -12,724 -8%
PAG
41
Private Advisor Group
New Jersey
$6.77M +$513K +10,314 +8%
NA
42
NewEdge Advisors
Louisiana
$6.37M -$176K -3,531 -3%
OP
43
ORG Partners
Indiana
$6.35M +$6.35M +127,236 New
CFA
44
Camarda Financial Advisors
Florida
$5.85M -$368K -7,392 -6%
WI
45
WBI Investments
New Jersey
$5.62M -$1.48M -29,737 -21%
FAIM
46
Financial Advocates Investment Management
Washington
$5.19M +$27.8K +558 +0.5%
SFI
47
SPC Financial Inc
Maryland
$5.14M +$454K +9,127 +10%
SWP
48
Stratos Wealth Partners
Ohio
$4.87M -$34.7K -697 -0.7%
JWCA
49
J.W. Cole Advisors
Florida
$4.05M +$791K +15,892 +24%
WMWM
50
Whitaker-Myers Wealth Managers
Ohio
$3.63M -$25.8K -518 -0.7%
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