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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

126 hedge funds and large institutions have $1.07B invested in Pacer Trendpilot US Large Cap ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
2.2%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
10
Increased
41
Reduced
55
Closed
9
Calls
$100K
Puts
$27K
Net Calls
+$73K
Net Calls Change
+$3K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$28.1M
2
KAS
2
Kestra Advisory Services
Texas
$10.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$38.8M
4
LFAS
4
Level Four Advisory Services
Texas
$9.03M
5
LPL Financial
5
LPL Financial
California
$67M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$220M
2
GWM
2
Geneos Wealth Management
Colorado
$6.65M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$25.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$169M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.32M +$43.5K +1,156 +3%
OIM
52
Oder Investment Management
California
$1.3M -$19.7K -525 -2%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$1.28M -$28.5K -758 -2%
AIFAIM
54
American Institute for Advanced Investment Management
Arizona
$1.23M – – –
RJT
55
Raymond James Trust
Florida
$1.21M – – –
SPC
56
Sigma Planning Corp
Michigan
$1.18M -$51.3K -1,364 -4%
OC
57
Oppenheimer & Co
New York
$1.16M -$122K -3,243 -10%
GRP
58
Global Retirement Partners
California
$1.16M +$100K +2,661 +9%
CAAS
59
Capital Asset Advisory Services
Michigan
$1.14M +$6.24K +166 +0.6%
GSEP
60
Golden State Equity Partners
California
$1.08M +$87.4K +2,324 +9%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$1.06M – – –
NA
62
NewEdge Advisors
Louisiana
$994K -$26.8K -714 -3%
CFD
63
Creative Financial Designs
Indiana
$991K +$12.2K +325 +1%
SFP
64
Strategic Financial Partners
Oregon
$956K -$3.01K -80 -0.3%
EH
65
Equitable Holdings
New York
$943K +$129K +3,443 +16%
KPWS
66
Kestra Private Wealth Services
Texas
$930K -$4.21K -112 -0.5%
BRWA
67
B. Riley Wealth Advisors
Florida
$867K -$538K -14,292 -38%
MAFM
68
Mid Atlantic Financial Management
Pennsylvania
$811K +$93.5K +2,485 +13%
MFA
69
Mayflower Financial Advisors
Massachusetts
$781K -$87K -2,313 -10%
Citadel Advisors
70
Citadel Advisors
Florida
$777K -$362K -9,630 -32%
Citigroup
71
Citigroup
New York
$774K -$14K -373 -2%
JWCA
72
J.W. Cole Advisors
Florida
$748K +$2.86K +76 +0.4%
Jane Street
73
Jane Street
New York
$732K +$322K +8,569 +79%
IFG
74
Investors Financial Group
Minnesota
$709K -$3.91K -104 -0.5%
APA
75
American Portfolios Advisors
New York
$649K +$9.33K +248 +1%
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3
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