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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

199 hedge funds and large institutions have $2.07B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 80 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
13
Increased
80
Reduced
51
Closed
15
Calls
$150K
Puts
$49K
Net Calls
+$101K
Net Calls Change
-$320K

Top Buyers

1
FS
1
Ferguson Shapiro
Georgia
$61.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$49.1M
3
LPL Financial
3
LPL Financial
California
$170M
4
FCM
4
Fourpath Capital Management
Oklahoma
$7.77M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$62.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$124M
2
CFA
2
Camarda Financial Advisors
Florida
$1.66M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$76.3M
4
KAS
4
Kestra Advisory Services
Texas
$21.2M
5
SPIA
5
Steward Partners Investment Advisory
New York
$7.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMWM
51
Whitaker-Myers Wealth Managers
Ohio
$4.01M +$176K +3,353 +5%
GF
52
Gimbal Financial
Indiana
$3.69M +$277K +5,213 +8%
AFS
53
Aft Forsyth & Sober
Florida
$3.52M -$39.4K -750 -1%
HAS
54
Holland Advisory Services
Florida
$3.21M +$1.01M +19,170 +46%
Citigroup
55
Citigroup
New York
$3.13M -$60.6K -1,153 -2%
VAM
56
Vienna Asset Management
California
$3.04M +$1.38M +26,293 +83%
GRP
57
Global Retirement Partners
California
$2.97M +$44.1K +840 +2%
SIA
58
Soltis Investment Advisors
Utah
$2.92M +$222K +4,216 +8%
WP
59
WealthShield Partners
North Carolina
$2.58M +$584K +11,119 +29%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$2.51M +$2.51M +47,844 New
CIA
61
Concurrent Investment Advisors
Florida
$2.44M +$10.4K +197 +0.4%
CAG
62
Curtis Advisory Group
California
$2.4M +$463K +8,809 +24%
OAS
63
Optivise Advisory Services
Tennessee
$2.31M -$177K -3,368 -7%
PCA
64
Prosperity Capital Advisors
Ohio
$2.28M +$2.28M +43,308 New
OIM
65
Oder Investment Management
California
$2.11M – – –
BWA
66
Beam Wealth Advisors
Louisiana
$2.09M +$81K +1,542 +4%
KCM
67
Kathmere Capital Management
Pennsylvania
$2M -$121K -2,310 -6%
LCM
68
Lunt Capital Management
Utah
$1.95M +$127K +2,413 +7%
WWM
69
Western Wealth Management
Colorado
$1.94M +$1.09M +20,723 +128%
Comerica Bank
70
Comerica Bank
Texas
$1.91M +$108K +2,049 +6%
BRWA
71
B. Riley Wealth Advisors
Florida
$1.9M -$223K -4,268 -11%
CFD
72
Creative Financial Designs
Indiana
$1.87M +$40.4K +769 +2%
AL
73
ADE LLC
Maryland
$1.84M – – –
PIA
74
Perennial Investment Advisors
California
$1.83M +$877K +16,691 +92%
AFP
75
Ausdal Financial Partners
Iowa
$1.83M +$34.3K +652 +2%
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3
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