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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

242 hedge funds and large institutions have $2.22B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+43
Holders Change %
+21.61%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
56
Increased
82
Reduced
57
Closed
7
Calls
$135K
Puts
$41K
Net Calls
+$94K
Net Calls Change
-$7K

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.3M
2
BCM
Brookstone Capital Management
Illinois
+$11.3M
3
Morgan Stanley
Morgan Stanley
New York
+$10.8M
4
FS
Ferguson Shapiro
Georgia
+$8.05M
5
MWM
MY Wealth Management
Maryland
+$7.55M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$10.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.51M
3
PCA
Prosperity Capital Advisors
Ohio
-$2.28M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.95M
5
UBS Group
UBS Group
Switzerland
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$5.42M -$393K -7,359 -7%
AA
52
Armis Advisers
Georgia
$5.01M +$5.01M +93,774 New
MCA
53
Magnolia Capital Advisors
Mississippi
$4.83M +$4.83M +90,413 New
AWA
54
Authentikos Wealth Advisory
California
$4.36M -$119K -2,230 -3%
OFP
55
OFC Financial Planning
New Jersey
$4.14M +$4.14M +77,515 New
WMWM
56
Whitaker-Myers Wealth Managers
Ohio
$3.93M -$151K -2,819 -4%
GF
57
Gimbal Financial
Indiana
$3.74M +$29.7K +556 +0.8%
VAM
58
Vienna Asset Management
California
$3.59M +$497K +9,291 +16%
AFS
59
Aft Forsyth & Sober
Florida
$3.58M – – –
HAS
60
Holland Advisory Services
Florida
$3.54M +$276K +5,166 +8%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$3.45M +$2.33M +43,631 +208%
Citigroup
62
Citigroup
New York
$3.33M +$140K +2,622 +4%
ARC
63
Advisor Resource Council
Texas
$3.28M +$3.28M +61,446 New
SIA
64
Soltis Investment Advisors
Utah
$3.26M +$285K +5,339 +10%
CAG
65
Curtis Advisory Group
California
$2.84M +$395K +7,390 +16%
IWP
66
Invenio Wealth Partners
Florida
$2.8M +$2.8M +52,412 New
GRP
67
Global Retirement Partners
California
$2.8M -$219K -4,107 -7%
CIA
68
Concurrent Investment Advisors
Florida
$2.57M +$93.8K +1,756 +4%
JCM
69
J2 Capital Management
Michigan
$2.57M +$2.57M +48,104 New
BWA
70
Beam Wealth Advisors
Louisiana
$2.36M +$237K +4,444 +11%
Comerica Bank
71
Comerica Bank
Texas
$2.2M +$257K +4,801 +13%
LCM
72
Lunt Capital Management
Utah
$2.19M +$206K +3,858 +10%
OIM
73
Oder Investment Management
California
$2.17M +$19.2K +359 +0.9%
CFD
74
Creative Financial Designs
Indiana
$2.12M +$211K +3,954 +11%
OAS
75
Optivise Advisory Services
Tennessee
$2.08M -$271K -5,075 -12%
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