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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

199 hedge funds and large institutions have $2.07B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 80 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
13
Increased
80
Reduced
51
Closed
15
Calls
$150K
Puts
$49K
Net Calls
+$101K
Net Calls Change
-$320K

Top Buyers

1
FS
1
Ferguson Shapiro
Georgia
$61.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$49.1M
3
LPL Financial
3
LPL Financial
California
$170M
4
FCM
4
Fourpath Capital Management
Oklahoma
$7.77M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$62.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$124M
2
CFA
2
Camarda Financial Advisors
Florida
$1.66M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$76.3M
4
KAS
4
Kestra Advisory Services
Texas
$21.2M
5
SPIA
5
Steward Partners Investment Advisory
New York
$7.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$15.3M +$1.29M +24,537 +9%
APS
27
American Planning Services
Florida
$14.8M -$378K -7,195 -2%
DC
28
Davenport & Co
Virginia
$12.7M +$1.38M +26,177 +12%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$12.6M -$335K -6,381 -3%
TWP
30
Tyche Wealth Partners
Texas
$11.5M +$252K +4,793 +2%
MWA
31
Meridian Wealth Advisors
Texas
$10.8M – – –
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$10.6M +$118K +2,254 +1%
PA
33
PFG Advisors
Arizona
$10.6M +$584K +11,111 +6%
Pacer Advisors
34
Pacer Advisors
Pennsylvania
$10.4M -$326K -6,200 -3%
HighTower Advisors
35
HighTower Advisors
Illinois
$8.99M +$799K +15,236 +10%
MA
36
MONECO Advisors
Connecticut
$8.84M +$888K +16,901 +11%
FEG
37
Financial Enhancement Group
Indiana
$8.56M +$130K +3,423 +2%
Ameriprise
38
Ameriprise
Minnesota
$8.01M +$600K +11,419 +8%
Creative Planning
39
Creative Planning
Kansas
$7.99M +$76.7K +1,460 +1%
SPIA
40
Steward Partners Investment Advisory
New York
$7.97M -$3.63M -69,131 -31%
FCM
41
Fourpath Capital Management
Oklahoma
$7.77M +$7.77M +147,848 New
PAG
42
Private Advisor Group
New Jersey
$7.66M +$511K +9,729 +7%
NA
43
NewEdge Advisors
Louisiana
$6.73M +$3.26K +62 +0%
OP
44
ORG Partners
Indiana
$6.41M -$274K -5,209 -4%
SFI
45
SPC Financial Inc
Maryland
$5.86M +$428K +8,153 +8%
WI
46
WBI Investments
New Jersey
$5.84M -$92.4K -1,758 -2%
FAIM
47
Financial Advocates Investment Management
Washington
$5.62M +$229K +4,436 +4%
SWP
48
Stratos Wealth Partners
Ohio
$5.24M +$89.9K +1,711 +2%
JWCA
49
J.W. Cole Advisors
Florida
$4.46M +$187K +3,564 +4%
AWA
50
Authentikos Wealth Advisory
California
$4.41M +$4.41M +83,895 New
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