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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

166 hedge funds and large institutions have $1.23B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+10
Holders Change %
+6.41%
% of All Funds
2.66%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
24
Increased
42
Reduced
74
Closed
13
Calls
$154K
Puts
$4K
Net Calls
+$150K
Net Calls Change
+$133K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$26.3M
2
WI
2
WBI Investments
New Jersey
$8.07M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.69M
4
GWM
4
Geneos Wealth Management
Colorado
$7.03M
5
JCM
5
J2 Capital Management
Michigan
$3.86M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$60.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Bank of America
3
Bank of America
North Carolina
$250M
4
UBS Group
4
UBS Group
Switzerland
$61.6M
5
SPC
5
Sigma Planning Corp
Michigan
$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
51
WealthShield Partners
North Carolina
$1.86M -$252K -6,610 -12%
Jane Street
52
Jane Street
New York
$1.82M +$1.16M +30,452 +177%
WWM
53
Western Wealth Management
Colorado
$1.71M -$28.8K -757 -2%
OIM
54
Oder Investment Management
California
$1.58M -$85.8K -2,253 -5%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.52M -$5.79M -152,043 -79%
AL
56
ADE LLC
Maryland
$1.33M +$68.4K +1,796 +5%
CFD
57
Creative Financial Designs
Indiana
$1.27M +$82.8K +2,176 +7%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$1.27M -$20.6K -540 -2%
OP
59
ORG Partners
Indiana
$1.24M +$1.24M +32,569 New
CAAS
60
Capital Asset Advisory Services
Michigan
$1.2M +$914 +24 +0.1%
EP
61
Eudaimonia Partners
Tennessee
$1.16M -$114K -2,988 -9%
OC
62
Oppenheimer & Co
New York
$1.15M -$21.5K -565 -2%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.12M +$201K +5,289 +22%
ARC
64
Advisor Resource Council
Texas
$1.07M -$45.7K -1,200 -4%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$913K -$520K -13,655 -36%
SFP
66
Strategic Financial Partners
Oregon
$905K -$11K -290 -1%
HighTower Advisors
67
HighTower Advisors
Illinois
$904K -$294K -7,741 -25%
SFSG
68
Sound Financial Strategies Group
Mississippi
$903K -$25.3K -665 -3%
RJT
69
Raymond James Trust
Florida
$900K -$213K -5,603 -19%
KPWS
70
Kestra Private Wealth Services
Texas
$878K +$24.7K +649 +3%
LNC
71
Lincoln National Corp
Pennsylvania
$874K +$122K +3,207 +16%
WG
72
Welch Group
Alabama
$872K +$872K +22,915 New
CCFM
73
Clear Creek Financial Management
Washington
$820K -$51.3K -1,347 -6%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$733K +$7.46K +196 +1%
EE
75
EWG Elevate
California
$715K +$715K +18,780 New
1 2
3
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