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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

129 hedge funds and large institutions have $1.15B invested in Pacer Trendpilot US Large Cap ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
36
Reduced
51
Closed
8
Calls
$100K
Puts
$27K
Net Calls
+$73K
Net Calls Change
–

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$81.4M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$12.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$28.3M
4
CAN
4
Cetera Advisor Networks
California
$6.5M
5
KAS
5
Kestra Advisory Services
Texas
$12.9M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$12.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
Bank of America
3
Bank of America
North Carolina
$217M
4
CG
4
Clarus Group
Texas
$2.1M
5
GWM
5
Geneos Wealth Management
Colorado
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$1.61M +$1.61M +42,673 New
SWM
52
Spire Wealth Management
Virginia
$1.54M -$23.8K -630 -2%
MA
53
MONECO Advisors
Connecticut
$1.53M +$1.53M +40,660 New
GRP
54
Global Retirement Partners
California
$1.35M +$188K +4,992 +16%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$1.29M – – –
OIM
56
Oder Investment Management
California
$1.26M -$35.7K -948 -3%
AIFAIM
57
American Institute for Advanced Investment Management
Arizona
$1.23M – – –
RJT
58
Raymond James Trust
Florida
$1.22M – – –
CFD
59
Creative Financial Designs
Indiana
$1.21M +$215K +5,693 +22%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$1.18M -$147K -3,896 -11%
OC
61
Oppenheimer & Co
New York
$1.18M +$12.3K +326 +1%
SPC
62
Sigma Planning Corp
Michigan
$1.17M -$14.9K -396 -1%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.16M -$949K -25,183 -45%
CAAS
64
Capital Asset Advisory Services
Michigan
$1.14M – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$1.07M – – –
GSEP
66
Golden State Equity Partners
California
$1.05M -$35.7K -945 -3%
NA
67
NewEdge Advisors
Louisiana
$1.01M +$12.9K +342 +1%
BRWA
68
B. Riley Wealth Advisors
Florida
$1M +$134K +3,542 +15%
EH
69
Equitable Holdings
New York
$952K +$6.04K +160 +0.6%
SFP
70
Strategic Financial Partners
Oregon
$951K -$7.92K -210 -0.8%
IWC
71
Integrated Wealth Concepts
Massachusetts
$900K +$900K +23,841 New
CCFM
72
Clear Creek Financial Management
Washington
$888K +$611K +16,197 +221%
KPWS
73
Kestra Private Wealth Services
Texas
$840K -$93.9K -2,487 -10%
MAFM
74
Mid Atlantic Financial Management
Pennsylvania
$821K +$7.81K +207 +1%
MFA
75
Mayflower Financial Advisors
Massachusetts
$817K -$6.55K -165 -0.8%
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