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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

147 hedge funds and large institutions have $1.13B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
–
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
17
Increased
43
Reduced
55
Closed
15
Calls
$72K
Puts
$105K
Net Calls
-$33K
Net Calls Change
+$34K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$40.8M
2
LFAS
2
Level Four Advisory Services
Texas
$13.5M
3
UBS Group
3
UBS Group
Switzerland
$62.2M
4
GWM
4
Geneos Wealth Management
Colorado
$7.95M
5
MCC
5
Money Concepts Capital
Florida
$4.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$200M
2
Morgan Stanley
2
Morgan Stanley
New York
$149M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.5M
4
LPL Financial
4
LPL Financial
California
$70.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
51
CFS Investment Advisory Services
New Jersey
$1.92M +$1.87M +72,474,135 +3,805%
Citigroup
52
Citigroup
New York
$1.79M +$1.3M +33,357 +264%
AL
53
ADE LLC
Maryland
$1.78M +$53.6K +1,380 +3%
OIM
54
Oder Investment Management
California
$1.65M +$144K +3,699 +10%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.47M +$878K +22,609 +148%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$1.36M +$192K +4,938 +16%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$1.31M -$11.7K -300 -0.9%
CG
58
Clarus Group
Texas
$1.28M -$720K -18,527 -36%
AIFAIM
59
American Institute for Advanced Investment Management
Arizona
$1.27M – – –
CFD
60
Creative Financial Designs
Indiana
$1.25M -$22.7K -584 -2%
HighTower Advisors
61
HighTower Advisors
Illinois
$1.21M +$1.83K +47 +0.2%
RJT
62
Raymond James Trust
Florida
$1.19M -$62.7K -1,613 -5%
CAAS
63
Capital Asset Advisory Services
Michigan
$1.18M – – –
SWM
64
Spire Wealth Management
Virginia
$1.17M -$153K -3,951 -12%
OC
65
Oppenheimer & Co
New York
$1.16M -$2.25K -58 -0.2%
CCFM
66
Clear Creek Financial Management
Washington
$1.14M +$3.88K +100 +0.3%
ARC
67
Advisor Resource Council
Texas
$1.12M -$1.5M -38,578 -57%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$1.1M – – –
BRWA
69
B. Riley Wealth Advisors
Florida
$1.08M +$15K +387 +1%
SPC
70
Sigma Planning Corp
Michigan
$1.04M -$132K -3,387 -11%
Citadel Advisors
71
Citadel Advisors
Florida
$1.03M +$572K +14,710 +125%
SFP
72
Strategic Financial Partners
Oregon
$950K -$22K -566 -2%
KPWS
73
Kestra Private Wealth Services
Texas
$918K -$6.37K -164 -0.7%
IWC
74
Integrated Wealth Concepts
Massachusetts
$908K -$28.1K -725 -3%
WS
75
Wedbush Securities
California
$862K -$856K -22,044 -50%
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