We are live on ! Find out more
PTLC icon

Pacer Trendpilot US Large Cap ETF

129 hedge funds and large institutions have $1.62B invested in Pacer Trendpilot US Large Cap ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 29

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

2.39% more ownership

Funds ownership: 61.84%64.24% (+2.4%)

2% more funds holding

Funds holding: 126129 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

14% less capital invested

Capital invested by funds: $1.89B → $1.62B (-$262M)

97% less call options, than puts

Call options by funds: $2K | Put options by funds: $74K

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.84%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
24
Increased
62
Reduced
29
Closed
18
Calls
$2K
Puts
$74K
Net Calls
-$72K
Net Calls Change
-$72K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$2.83M +$16.3K +511 +0.5%
EH
52
Equitable Holdings
New York
$2.82M +$2.3M +71,898 +222%
TWM
53
Titus Wealth Management
California
$2.58M +$1.42M +44,435 +87%
Truist Financial
54
Truist Financial
North Carolina
$2.38M +$360K +11,260 +15%
OC
55
Oppenheimer & Co
New York
$2.21M -$148K -4,633 -5%
DC
56
DeDora Capital
California
$2.12M +$565K +17,664 +29%
EP
57
Eudaimonia Partners
Tennessee
$1.81M -$161K -5,042 -7%
AFS
58
Aft Forsyth & Sober
Florida
$1.81M +$2.14M +66,900 New
IFG
59
Investors Financial Group
Minnesota
$1.65M +$1.61M +50,237 +459%
IA
60
IFG Advisory
Georgia
$1.63M +$519K +16,255 +37%
BRWA
61
B. Riley Wealth Advisors
Florida
$1.59M +$193K +6,026 +11%
WWM
62
Western Wealth Management
Colorado
$1.51M +$103K +3,210 +6%
SPC
63
Sigma Planning Corp
Michigan
$1.48M -$2.71M -84,907 -61%
NA
64
NewEdge Advisors
Louisiana
$1.47M -$123K -3,856 -7%
Deutsche Bank
65
Deutsche Bank
Germany
$1.47M +$1.71M +53,359 +6,064%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$1.42M -$577K -18,060 -26%
RJT
67
Raymond James Trust
Florida
$1.42M -$36.2K -1,134 -2%
HighTower Advisors
68
HighTower Advisors
Illinois
$1.41M -$20.1M -628,391 -92%
TI
69
Trexquant Investment
Connecticut
$1.36M +$1.61M +50,433 New
WS
70
Wedbush Securities
California
$1.36M -$579K -18,117 -27%
IAIM
71
International Assets Investment Management
Florida
$1.27M +$1.6M +50,164 New
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$1.23M +$292K +9,139 +25%
HIP
73
Harrell Investment Partners
Texas
$1.16M +$272K +8,497 +25%
HCIA
74
Hochman Cole Investment Advisors
Illinois
$1.13M +$527K +16,487 +65%
APA
75
American Portfolios Advisors
New York
$1.13M -$842K -26,358 -39%

PTLC Hedge Fund Activity: Q1 2020 in Review

129 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q1 2020, worth a combined $1.62B — down 14% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PTLC positions and 18 closed out — a net gain of 6 holders — while 62 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $35.6M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $37.2M.

  • 129 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q1 2020, up from 126 in Q4 2019.
  • Funds reported $1.62B of Pacer Trendpilot US Large Cap ETF stock for Q1 2020, down 14% quarter-over-quarter.
  • 24 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q1 2020 and 18 closed out, a net change of +6 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q1 2020 was Bank of America, an estimated $35.6M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q1 2020 was Steward Partners Investment Advisory, an estimated $37.2M sold.

Based on aggregated 13F filings for Q1 2020.