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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

202 hedge funds and large institutions have $1.87B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
2.94%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
23
Increased
69
Reduced
59
Closed
10
Calls
$480K
Puts
$59K
Net Calls
+$421K
Net Calls Change
+$179K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$29.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$223M
3
Bank of America
3
Bank of America
North Carolina
$302M
4
OP
4
ORG Partners
Indiana
$6.35M
5
Wells Fargo
5
Wells Fargo
California
$122M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$58.4M
2
APS
2
American Planning Services
Florida
$14.4M
3
MCA
3
Magnolia Capital Advisors
Mississippi
$0
4
CG
4
Clarus Group
Texas
$270K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
51
Aft Forsyth & Sober
Florida
$3.37M – – –
GF
52
Gimbal Financial
Indiana
$3.27M +$307K +6,025 +10%
Citigroup
53
Citigroup
New York
$3.02M +$147K +2,948 +5%
GRP
54
Global Retirement Partners
California
$2.77M +$313K +6,283 +13%
SIA
55
Soltis Investment Advisors
Utah
$2.56M +$529K +10,637 +26%
OAS
56
Optivise Advisory Services
Tennessee
$2.36M +$2.36M +47,349 New
CIA
57
Concurrent Investment Advisors
Florida
$2.3M +$918K +18,452 +67%
HAS
58
Holland Advisory Services
Florida
$2.08M +$2.08M +41,834 New
BRWA
59
B. Riley Wealth Advisors
Florida
$2.02M -$481K -9,672 -19%
KPWS
60
Kestra Private Wealth Services
Texas
$2.01M +$793K +15,943 +65%
KCM
61
Kathmere Capital Management
Pennsylvania
$2M +$3.38K +68 +0.2%
OIM
62
Oder Investment Management
California
$2M +$40.1K +806 +2%
Renaissance Technologies
63
Renaissance Technologies
New York
$1.97M -$368K -7,400 -16%
BWA
64
Beam Wealth Advisors
Louisiana
$1.9M +$345K +6,929 +22%
WP
65
WealthShield Partners
North Carolina
$1.89M – – –
CAG
66
Curtis Advisory Group
California
$1.84M +$328K +6,590 +22%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.74M -$994K -19,967 -36%
AL
68
ADE LLC
Maryland
$1.74M – – –
CFD
69
Creative Financial Designs
Indiana
$1.73M -$4.73K -95 -0.3%
LCM
70
Lunt Capital Management
Utah
$1.73M +$193K +3,875 +13%
Comerica Bank
71
Comerica Bank
Texas
$1.71M -$26.4K -530 -2%
AFP
72
Ausdal Financial Partners
Iowa
$1.7M -$178K -3,572 -9%
ARC
73
Advisor Resource Council
Texas
$1.64M – – –
VAM
74
Vienna Asset Management
California
$1.57M +$145K +2,913 +10%
OC
75
Oppenheimer & Co
New York
$1.51M +$89.6K +1,800 +6%
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