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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

189 hedge funds and large institutions have $1.8B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
27
Increased
75
Reduced
61
Closed
12
Calls
$76K
Puts
$265K
Net Calls
-$189K
Net Calls Change
-$244K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
FS
2
Ferguson Shapiro
Georgia
$31M
3
LPL Financial
3
LPL Financial
California
$132M
4
Wells Fargo
4
Wells Fargo
California
$110M
5
AAS
5
Avantax Advisory Services
Texas
$10.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$63.9M
2
OFS
2
OneAscent Financial Services
Alabama
$298K
3
AI
3
Atria Investments
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$264M
5
SPC
5
Sigma Planning Corp
Michigan
$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
51
Aft Forsyth & Sober
Florida
$2.93M – – –
SWP
52
Stratos Wealth Partners
Ohio
$2.83M +$1.24M +28,637 +78%
JWCA
53
J.W. Cole Advisors
Florida
$2.64M +$73.9K +1,707 +3%
SPC
54
Sigma Planning Corp
Michigan
$2.49M -$3.96M -91,444 -61%
Citigroup
55
Citigroup
New York
$2.37M +$8.78K +203 +0.4%
CG
56
Clarus Group
Texas
$2.23M +$1.21M +28,008 +119%
GRP
57
Global Retirement Partners
California
$1.95M +$83K +1,919 +4%
KCM
58
Kathmere Capital Management
Pennsylvania
$1.91M -$153K -3,540 -7%
Ameriprise
59
Ameriprise
Minnesota
$1.85M +$1.85M +42,772 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$1.77M +$175K +4,041 +11%
ARC
61
Advisor Resource Council
Texas
$1.74M +$271K +6,270 +18%
OIM
62
Oder Investment Management
California
$1.73M +$6.27K +145 +0.4%
GF
63
Gimbal Financial
Indiana
$1.68M +$1.68M +38,791 New
WP
64
WealthShield Partners
North Carolina
$1.66M -$188K -4,294 -10%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.62M +$819K +18,938 +102%
SIA
66
Soltis Investment Advisors
Utah
$1.51M +$1.08M +24,950 +254%
Comerica Bank
67
Comerica Bank
Texas
$1.5M -$23.8K -551 -2%
CFD
68
Creative Financial Designs
Indiana
$1.49M -$179K -4,126 -11%
AL
69
ADE LLC
Maryland
$1.48M +$6.06K +140 +0.4%
BRWA
70
B. Riley Wealth Advisors
Florida
$1.46M -$742K -16,945 -34%
BWA
71
Beam Wealth Advisors
Louisiana
$1.4M +$147K +3,404 +12%
CAAS
72
Capital Asset Advisory Services
Michigan
$1.34M -$26.4K -610 -2%
AWM
73
Axxcess Wealth Management
California
$1.34M -$26.4K -610 -2%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$1.29M +$9K +208 +0.7%
CIA
75
Concurrent Investment Advisors
Florida
$1.27M +$1.27M +29,433 New
1 2
3
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