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Pacer Trendpilot US Large Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 39

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

65% more call options, than puts

Call options by funds: $43K | Put options by funds: $26K

6% more capital invested

Capital invested by funds: $1.3B → $1.38B (+$82.3M)

1% more funds holding

Funds holding: 155156 (+1)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

129.41% less ownership

Funds ownership: 195.61%66.2% (-129%)

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.51%
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
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthShield Partners
North Carolina
$2.08M +$195K +5,161 +10%
GRP
52
Global Retirement Partners
California
$1.99M +$38.6K +1,021 +2%
JCM
53
J2 Capital Management
Michigan
$1.84M +$26.4K +699 +1%
JWCA
54
J.W. Cole Advisors
Florida
$1.81M +$127K +3,366 +7%
WWM
55
Western Wealth Management
Colorado
$1.72M -$1.07M -28,254 -38%
OIM
56
Oder Investment Management
California
$1.64M +$2.46K +65 +0.1%
NA
57
NewEdge Advisors
Louisiana
$1.58M +$501K +13,274 +11%
SFI
58
SPC Financial Inc
Maryland
$1.49M +$366K +9,681 +32%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$1.41M +$10.3K +272 +0.7%
AIFAIM
60
American Institute for Advanced Investment Management
Arizona
$1.29M +$68.7K +1,819 +6%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$6.42K +170 +0.5%
EP
62
Eudaimonia Partners
Tennessee
$1.26M -$536K -14,202 -30%
AL
63
ADE LLC
Maryland
$1.24M -$558K -14,772 -31%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.18M +$79.5K +2,106 +7%
CAAS
65
Capital Asset Advisory Services
Michigan
$1.18M +$33.2K +880 +3%
CFD
66
Creative Financial Designs
Indiana
$1.17M -$47.9K -1,268 -4%
OC
67
Oppenheimer & Co
New York
$1.16M +$29.1K +770 +3%
CG
68
Clarus Group
Texas
$1.11M
ARC
69
Advisor Resource Council
Texas
$1.1M -$30.5K -807 -3%
RJT
70
Raymond James Trust
Florida
$1.1M -$70.6K -1,870 -6%
SFSG
71
Sound Financial Strategies Group
Mississippi
$914K -$29.7K -787 -3%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$905K -$984K -26,059 -52%
SFP
73
Strategic Financial Partners
Oregon
$902K -$22.7K -601 -2%
CCFM
74
Clear Creek Financial Management
Washington
$858K +$1.36K +36 +0.2%
KPWS
75
Kestra Private Wealth Services
Texas
$841K +$1.51K +40 +0.2%

PTLC Hedge Fund Activity: Q4 2022 in Review

156 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2022, worth a combined $1.38B — up 6.3% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PTLC positions and 9 closed out — a net gain of 7 holders — while 76 added to existing stakes and 39 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $28.9M. The largest seller was CFS Investment Advisory Services, cutting an estimated $2.68B.

  • 156 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2022, up from 155 in Q3 2022.
  • Funds reported $1.38B of Pacer Trendpilot US Large Cap ETF stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 16 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2022 and 9 closed out, a net change of +7 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $28.9M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $2.68B sold.

Based on aggregated 13F filings for Q4 2022.