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Pacer Trendpilot US Large Cap ETF
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Overview Fund Activity

242 hedge funds and large institutions have $2.22B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+43
Holders Change %
+21.61%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
56
Increased
82
Reduced
57
Closed
7
Calls
$135K
Puts
$41K
Net Calls
+$94K
Net Calls Change
-$7K

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.3M
2
BCM
Brookstone Capital Management
Illinois
+$11.3M
3
Morgan Stanley
Morgan Stanley
New York
+$10.8M
4
FS
Ferguson Shapiro
Georgia
+$8.05M
5
MWM
MY Wealth Management
Maryland
+$7.55M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$10.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.51M
3
PCA
Prosperity Capital Advisors
Ohio
-$2.28M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.95M
5
UBS Group
UBS Group
Switzerland
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$16.1M -$392K -7,340 -2%
BCM
27
Brookstone Capital Management
Illinois
$12.3M +$11.3M +212,188 +1,177%
TWP
28
Tyche Wealth Partners
Texas
$12.2M +$524K +9,803 +4%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$11.6M +$847K +15,849 +8%
FEG
30
Financial Enhancement Group
Indiana
$11.4M -$482K -9,079 -4%
Pacer Advisors
31
Pacer Advisors
Pennsylvania
$11.2M +$595K +11,134 +6%
PA
32
PFG Advisors
Arizona
$11.1M +$311K +5,822 +3%
MWA
33
Meridian Wealth Advisors
Texas
$11M – – –
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$10.9M -$1.95M -36,426 -15%
MA
35
MONECO Advisors
Connecticut
$9.9M +$910K +17,034 +10%
HighTower Advisors
36
HighTower Advisors
Illinois
$9.66M +$503K +9,408 +5%
Ameriprise
37
Ameriprise
Minnesota
$8.85M +$704K +13,171 +9%
PAG
38
Private Advisor Group
New Jersey
$8.38M +$587K +10,986 +8%
Creative Planning
39
Creative Planning
Kansas
$8.19M +$61.4K +1,149 +0.8%
SPIA
40
Steward Partners Investment Advisory
New York
$7.89M -$221K -4,142 -3%
FCM
41
Fourpath Capital Management
Oklahoma
$7.64M -$265K -4,954 -3%
MWM
42
MY Wealth Management
Maryland
$7.55M +$7.55M +141,338 New
NA
43
NewEdge Advisors
Louisiana
$6.97M +$127K +2,382 +2%
1NWS
44
1 North Wealth Services
Maryland
$6.55M +$6.55M +122,626 New
SFI
45
SPC Financial Inc
Maryland
$6.41M +$455K +8,518 +8%
OP
46
ORG Partners
Indiana
$6.39M -$130K -2,424 -2%
DADC
47
D.A. Davidson & Co
Montana
$6.3M +$5.1M +95,410 +423%
WI
48
WBI Investments
New Jersey
$6.07M +$124K +2,321 +2%
JWCA
49
J.W. Cole Advisors
Florida
$5.77M +$1.23M +22,951 +27%
SWP
50
Stratos Wealth Partners
Ohio
$5.61M +$283K +5,293 +5%
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