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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

156 hedge funds and large institutions have $1.38B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 76 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
16
Increased
76
Reduced
39
Closed
9
Calls
$43K
Puts
$26K
Net Calls
+$17K
Net Calls Change
-$1.28M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$96.2M
2
LPL Financial
2
LPL Financial
California
$89.7M
3
Wells Fargo
3
Wells Fargo
California
$94.6M
4
FEG
4
Financial Enhancement Group
Indiana
$7.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.5M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$70.1M
2
UBS Group
2
UBS Group
Switzerland
$82.2M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$28.7M
4
AAS
4
Avantax Advisory Services
Texas
$4.18M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
51
WealthShield Partners
North Carolina
$2.08M +$193K +5,161 +10%
GRP
52
Global Retirement Partners
California
$1.99M +$38.3K +1,021 +2%
JCM
53
J2 Capital Management
Michigan
$1.84M +$26.2K +699 +1%
JWCA
54
J.W. Cole Advisors
Florida
$1.81M +$126K +3,366 +7%
WWM
55
Western Wealth Management
Colorado
$1.72M -$1.06M -28,254 -38%
OIM
56
Oder Investment Management
California
$1.64M +$2.44K +65 +0.1%
NA
57
NewEdge Advisors
Louisiana
$1.58M +$153K +13,274 +11%
SFI
58
SPC Financial Inc
Maryland
$1.49M +$363K +9,681 +32%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$1.41M +$10.2K +272 +0.7%
AIFAIM
60
American Institute for Advanced Investment Management
Arizona
$1.29M +$68.2K +1,819 +6%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$6.37K +170 +0.5%
EP
62
Eudaimonia Partners
Tennessee
$1.26M -$532K -14,202 -30%
AL
63
ADE LLC
Maryland
$1.24M -$554K -14,772 -31%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.18M +$78.8K +2,106 +7%
CAAS
65
Capital Asset Advisory Services
Michigan
$1.18M +$33K +880 +3%
CFD
66
Creative Financial Designs
Indiana
$1.17M -$47.5K -1,268 -4%
OC
67
Oppenheimer & Co
New York
$1.16M +$28.9K +770 +3%
CG
68
Clarus Group
Texas
$1.11M – – –
ARC
69
Advisor Resource Council
Texas
$1.1M -$30.3K -807 -3%
RJT
70
Raymond James Trust
Florida
$1.1M -$70.1K -1,870 -6%
SFSG
71
Sound Financial Strategies Group
Mississippi
$914K -$29.5K -787 -3%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$905K -$977K -26,059 -52%
SFP
73
Strategic Financial Partners
Oregon
$902K -$22.5K -601 -2%
CCFM
74
Clear Creek Financial Management
Washington
$858K +$1.35K +36 +0.2%
KPWS
75
Kestra Private Wealth Services
Texas
$841K +$1.5K +40 +0.2%
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3
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