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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

175 hedge funds and large institutions have $1.41B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
22
Increased
54
Reduced
56
Closed
17
Calls
$183K
Puts
$128K
Net Calls
+$55K
Net Calls Change
-$199K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$101M
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.92M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.33M
5
AI
5
Atria Investments
North Carolina
$5.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$247M
2
VWA
2
V Wealth Advisors
Kansas
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$8.9M
5
FSA
5
Financial Services Advisory
Maryland
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
51
Money Concepts Capital
Florida
$2.75M +$27.7K +692 +1%
AFS
52
Aft Forsyth & Sober
Florida
$2.7M – – –
JWCA
53
J.W. Cole Advisors
Florida
$2.37M +$139K +3,480 +6%
Citigroup
54
Citigroup
New York
$2.18M -$231K -5,784 -10%
BRWA
55
B. Riley Wealth Advisors
Florida
$2.01M -$294K -7,355 -13%
FSA
56
Financial Services Advisory
Maryland
$2M -$2.17M -54,222 -52%
KCM
57
Kathmere Capital Management
Pennsylvania
$1.9M -$256K -6,418 -12%
DC
58
Davenport & Co
Virginia
$1.74M +$932K +23,325 +116%
GRP
59
Global Retirement Partners
California
$1.71M -$463K -11,670 -21%
WP
60
WealthShield Partners
North Carolina
$1.69M -$149K -3,733 -8%
OIM
61
Oder Investment Management
California
$1.59M – – –
CFD
62
Creative Financial Designs
Indiana
$1.54M +$163K +4,086 +12%
IA
63
Inspire Advisors
Idaho
$1.54M +$206K +5,148 +15%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$1.47M -$20.1K -503 -1%
SWP
65
Stratos Wealth Partners
Ohio
$1.47M +$873K +21,839 +147%
Comerica Bank
66
Comerica Bank
Texas
$1.41M +$1.41M +35,176 New
AL
67
ADE LLC
Maryland
$1.36M +$6.55K +164 +0.5%
ARC
68
Advisor Resource Council
Texas
$1.36M +$80.9K +2,025 +6%
CAAS
69
Capital Asset Advisory Services
Michigan
$1.28M +$2.9K +71 +0.2%
WWM
70
Western Wealth Management
Colorado
$1.27M -$390K -9,761 -24%
AWM
71
Axxcess Wealth Management
California
$1.26M +$1.26M +31,474 New
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$1.18M -$1.92K -48 -0.2%
AIFAIM
73
American Institute for Advanced Investment Management
Arizona
$1.18M -$77K -1,887 -6%
BWA
74
Beam Wealth Advisors
Louisiana
$1.16M +$898K +22,472 +343%
OC
75
Oppenheimer & Co
New York
$1.15M +$17K +425 +2%
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