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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

170 hedge funds and large institutions have $1.37B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 78 reducing their positions, and 15 closing their positions.

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.68%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
20
Increased
47
Reduced
78
Closed
15
Calls
$284K
Puts
$30K
Net Calls
+$254K
Net Calls Change
+$104K

Top Buyers

1
APS
1
American Planning Services
Florida
$18M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$42.5M
3
IAIM
3
International Assets Investment Management
Florida
$4.11M
4
MCA
4
Magnolia Capital Advisors
Mississippi
$3.45M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$262M
2
Wells Fargo
2
Wells Fargo
California
$95.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$147M
4
UBS Group
4
UBS Group
Switzerland
$62.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.42K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$2.38M +$163K +3,947 +7%
JWCA
52
J.W. Cole Advisors
Florida
$2.3M +$24.9K +602 +1%
GRP
53
Global Retirement Partners
California
$2.26M -$991 -24 -0%
KCM
54
Kathmere Capital Management
Pennsylvania
$2.23M -$292K -7,079 -12%
WP
55
WealthShield Partners
North Carolina
$1.9M -$123K -2,990 -6%
WWM
56
Western Wealth Management
Colorado
$1.71M -$147K -3,550 -8%
OIM
57
Oder Investment Management
California
$1.65M -$69K -1,671 -4%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$1.54M -$106K -2,554 -6%
SC
59
Sykon Capital
New York
$1.52M +$1.52M +36,829 New
CFD
60
Creative Financial Designs
Indiana
$1.42M +$44.2K +1,071 +3%
AL
61
ADE LLC
Maryland
$1.4M -$45.6K -1,104 -3%
IA
62
Inspire Advisors
Idaho
$1.37M +$1.37M +33,281 New
OP
63
ORG Partners
Indiana
$1.36M +$15.9K +384 +1%
ARC
64
Advisor Resource Council
Texas
$1.32M +$155K +3,742 +13%
CAAS
65
Capital Asset Advisory Services
Michigan
$1.32M -$4.32K -103 -0.3%
AIFAIM
66
American Institute for Advanced Investment Management
Arizona
$1.27M +$517K +12,525 +68%
EP
67
Eudaimonia Partners
Tennessee
$1.26M +$2.44K +59 +0.2%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$1.23M -$153K -3,697 -11%
OC
69
Oppenheimer & Co
New York
$1.17M -$83.4K -2,020 -7%
Jane Street
70
Jane Street
New York
$1.09M -$881K -21,322 -45%
LCM
71
Lunt Capital Management
Utah
$1.05M +$1.05M +25,414 New
KPWS
72
Kestra Private Wealth Services
Texas
$987K +$34K +824 +4%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$984K -$6.77K -164 -0.7%
SFP
74
Strategic Financial Partners
Oregon
$975K -$6.36K -154 -0.6%
RJT
75
Raymond James Trust
Florida
$969K -$7.97K -193 -0.8%
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