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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

126 hedge funds and large institutions have $1.89B invested in Pacer Trendpilot US Large Cap ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+21
Holders Change %
+20%
% of All Funds
2.49%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.2%
New
34
Increased
54
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$438M
2
Morgan Stanley
2
Morgan Stanley
New York
$260M
3
GWAG
3
Garrett Wealth Advisory Group
Texas
$15.2M
4
UBS Group
4
UBS Group
Switzerland
$169M
5
LPL Financial
5
LPL Financial
California
$105M

Top Sellers

1
SBSB
1
Sullivan, Bruyette, Speros & Blaney
Virginia
$17.8M
2
SPIA
2
Steward Partners Investment Advisory
New York
$59.5M
3
Jane Street
3
Jane Street
New York
$712K
4
F
4
F3Logic
Minnesota
$4.54M
5
BAM
5
Belpointe Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
PFG Advisors
Arizona
$2.31M +$759K +22,520 +49%
LFAS
52
Level Four Advisory Services
Texas
$2.3M +$84.6K +2,531 +4%
WS
53
Wedbush Securities
California
$2.29M -$69.7K -2,082 -3%
APA
54
American Portfolios Advisors
New York
$2.28M +$197K +5,877 +9%
SWP
55
Stratos Wealth Partners
Ohio
$2.09M +$13.6K +406 +0.7%
DC
56
DeDora Capital
California
$2.03M +$1.21M +36,178 +148%
NA
57
NewEdge Advisors
Louisiana
$1.95M -$163K -4,859 -8%
RJT
58
Raymond James Trust
Florida
$1.79M -$6.69K -200 -0.4%
BRWA
59
B. Riley Wealth Advisors
Florida
$1.77M +$561K +16,771 +46%
WWM
60
Western Wealth Management
Colorado
$1.77M -$61.4K -1,834 -3%
CS
61
Credit Suisse
Switzerland
$1.75M +$1.75M +52,240 New
TWM
62
Titus Wealth Management
California
$1.71M +$223K +6,650 +15%
AI
63
Atria Investments
North Carolina
$1.71M +$1.71M +51,048 New
AF
64
Advisornet Financial
Minnesota
$1.66M +$34.3K +1,026 +2%
CC
65
Cedar Capital
Illinois
$1.55M -$89.7K -2,680 -5%
IA
66
IFG Advisory
Georgia
$1.48M +$162K +4,856 +12%
WEC
67
Winslow Evans & Crocker
Massachusetts
$1.38M -$13.7K -408 -1%
AIFAIM
68
American Institute for Advanced Investment Management
Arizona
$1.25M +$1.25M +37,200 New
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$1.22M +$260K +7,764 +27%
MAFM
70
Mid Atlantic Financial Management
Pennsylvania
$1.17M +$124K +3,716 +12%
HIP
71
Harrell Investment Partners
Texas
$1.16M +$1.16M +34,552 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$1.1M +$1.08M +32,386 +6,995%
EH
73
Equitable Holdings
New York
$1.08M +$1.08M +32,403 New
IWM
74
IHT Wealth Management
Illinois
$1.06M +$142K +4,253 +16%
FI
75
FormulaFolio Investments
Michigan
$881K +$881K +26,333 New
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3
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