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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

128 hedge funds and large institutions have $1.07B invested in Pacer Trendpilot US Large Cap ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 68 reducing their positions, and 17 closing their positions.

Holders
128
Holders Change
-5
Holders Change %
-3.76%
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
14
Increased
30
Reduced
68
Closed
17
Calls
$83K
Puts
$13K
Net Calls
+$70K
Net Calls Change
+$55K

Top Buyers

1
5L
1
55I LLC
Massachusetts
$39.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.4M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$3.04M
4
LFAS
4
Level Four Advisory Services
Texas
$7.11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$237M
2
Wells Fargo
2
Wells Fargo
California
$75.3M
3
CAN
3
Cetera Advisor Networks
California
$3.95M
4
Morgan Stanley
4
Morgan Stanley
New York
$165M
5
UBS Group
5
UBS Group
Switzerland
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$1.66M +$1.66M +47,866 New
SWM
52
Spire Wealth Management
Virginia
$1.53M +$1.53M +44,141 New
WWM
53
Western Wealth Management
Colorado
$1.47M +$15.5K +446 +1%
AL
54
ADE LLC
Maryland
$1.35M -$2.3M -66,155 -63%
BRWA
55
B. Riley Wealth Advisors
Florida
$1.3M -$317K -9,125 -20%
OIM
56
Oder Investment Management
California
$1.22M – – –
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$1.21M +$1.11K +32 +0.1%
OC
58
Oppenheimer & Co
New York
$1.18M -$329K -9,471 -22%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$1.18M +$152K +4,377 +15%
SPC
60
Sigma Planning Corp
Michigan
$1.14M -$66.4K -1,912 -6%
AIFAIM
61
American Institute for Advanced Investment Management
Arizona
$1.13M -$52.1K -1,500 -4%
RJT
62
Raymond James Trust
Florida
$1.12M -$68.9K -1,983 -6%
KAS
63
Kestra Advisory Services
Texas
$1.07M -$366K -10,525 -26%
Citadel Advisors
64
Citadel Advisors
Florida
$1.05M -$379K -10,899 -26%
CAAS
65
Capital Asset Advisory Services
Michigan
$1.05M -$83.3K -2,399 -7%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$982K – – –
GRP
67
Global Retirement Partners
California
$977K +$159K +4,589 +20%
NA
68
NewEdge Advisors
Louisiana
$944K -$22.9K -660 -2%
GSEP
69
Golden State Equity Partners
California
$917K +$670K +19,273 +271%
CFD
70
Creative Financial Designs
Indiana
$904K +$60K +1,727 +7%
SFP
71
Strategic Financial Partners
Oregon
$886K – – –
KPWS
72
Kestra Private Wealth Services
Texas
$863K -$17.1K -492 -2%
LFA
73
Lighthouse Financial Advisors
Maryland
$851K -$3.25M -93,511 -79%
MFA
74
Mayflower Financial Advisors
Massachusetts
$802K -$139K -3,992 -15%
EH
75
Equitable Holdings
New York
$751K -$9.2K -265 -1%
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3
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