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Pacer Trendpilot US Large Cap ETF

143 hedge funds and large institutions have $1.24B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $1.13B → $1.24B (+$112M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

3% less funds holding

Funds holding: 147143 (-4)

16% less call options, than puts

Call options by funds: $113K | Put options by funds: $135K

146.09% less ownership

Funds ownership: 208.18%62.1% (-146%)

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
11
Increased
46
Reduced
51
Closed
12
Calls
$113K
Puts
$135K
Net Calls
-$22K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$1.81M -$468K -12,419 -20%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.79M -$579K -15,366 -24%
AL
53
ADE LLC
Maryland
$1.77M +$50.2K +1,332 +3%
Citigroup
54
Citigroup
New York
$1.73M +$6.41K +170 +0.4%
BRWA
55
B. Riley Wealth Advisors
Florida
$1.64M +$597K +15,825 +57%
OIM
56
Oder Investment Management
California
$1.64M +$41K +1,088 +3%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$1.46M +$147K +3,887 +11%
5L
58
55I LLC
Massachusetts
$1.31M -$44.1M -1,169,401 -97%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$1.27M
CFD
60
Creative Financial Designs
Indiana
$1.27M +$54.5K +1,445 +4%
AIFAIM
61
American Institute for Advanced Investment Management
Arizona
$1.22M
RJT
62
Raymond James Trust
Florida
$1.15M
CAAS
63
Capital Asset Advisory Services
Michigan
$1.14M
OC
64
Oppenheimer & Co
New York
$1.13M +$10.8K +286 +1%
HighTower Advisors
65
HighTower Advisors
Illinois
$1.11M -$56.3K -1,493 -5%
CG
66
Clarus Group
Texas
$1.11M -$127K -3,376 -10%
JP Morgan Chase
67
JP Morgan Chase
New York
$1.1M +$1.1M +29,289 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$1.06M
SFSG
69
Sound Financial Strategies Group
Mississippi
$954K +$364K +9,648 +61%
SFP
70
Strategic Financial Partners
Oregon
$912K -$7.16K -190 -0.8%
CCFM
71
Clear Creek Financial Management
Washington
$875K -$224K -5,952 -20%
KPWS
72
Kestra Private Wealth Services
Texas
$872K -$15K -397 -2%
WS
73
Wedbush Securities
California
$834K
JWCA
74
J.W. Cole Advisors
Florida
$827K +$87.5K +2,320 +12%
SG
75
StoneX Group
New York
$759K +$52.9K +1,404 +7%

PTLC Hedge Fund Activity: Q2 2022 in Review

143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2022, worth a combined $1.24B — up 9.9% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PTLC and 11 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 46 added.

The largest buyer was Bank of America, adding an estimated $70.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $2.73B.

  • 143 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2022, down from 147 in Q1 2022.
  • Funds reported $1.24B of Pacer Trendpilot US Large Cap ETF stock for Q2 2022, up 9.9% quarter-over-quarter.
  • 11 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2022 and 12 closed out, a net change of -1 holder.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2022 was Bank of America, an estimated $70.5M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $2.73B sold.

Based on aggregated 13F filings for Q2 2022.