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Pacer Trendpilot US Large Cap ETF

245 hedge funds and large institutions have $2.23B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 7

229% more call options, than puts

Call options by funds: $135K | Put options by funds: $41K

46% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 57

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

22% more funds holding

Funds holding: 201245 (+44)

8% more capital invested

Capital invested by funds: $2.07B → $2.23B (+$157M)

0.71% more ownership

Funds ownership: 66.05%66.76% (+0.71%)

Holders
245
Holders Change
+44
Holders Change %
+21.89%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
57
Increased
83
Reduced
57
Closed
7
Calls
$135K
Puts
$41K
Net Calls
+$94K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$5.42M -$397K -7,359 -7%
AA
52
Armis Advisers
Georgia
$5.01M +$5.06M +93,774 New
MCA
53
Magnolia Capital Advisors
Mississippi
$4.83M +$4.88M +90,413 New
AWA
54
Authentikos Wealth Advisory
California
$4.36M -$120K -2,230 -3%
OFP
55
OFC Financial Planning
New Jersey
$4.14M +$4.18M +77,515 New
WMWM
56
Whitaker-Myers Wealth Managers
Ohio
$3.93M -$152K -2,819 -4%
GF
57
Gimbal Financial
Indiana
$3.74M +$30K +556 +0.8%
VAM
58
Vienna Asset Management
California
$3.59M +$501K +9,291 +16%
AFS
59
Aft Forsyth & Sober
Florida
$3.58M
HAS
60
Holland Advisory Services
Florida
$3.54M +$279K +5,166 +8%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$3.45M +$2.35M +43,631 +208%
Citigroup
62
Citigroup
New York
$3.33M +$141K +2,622 +4%
ARC
63
Advisor Resource Council
Texas
$3.28M +$3.31M +61,446 New
SIA
64
Soltis Investment Advisors
Utah
$3.26M +$288K +5,339 +10%
CAG
65
Curtis Advisory Group
California
$2.84M +$399K +7,390 +16%
IWP
66
Invenio Wealth Partners
Florida
$2.8M +$2.83M +52,412 New
GRP
67
Global Retirement Partners
California
$2.8M -$222K -4,107 -7%
CIA
68
Concurrent Investment Advisors
Florida
$2.57M +$94.7K +1,756 +4%
JCM
69
J2 Capital Management
Michigan
$2.57M +$2.6M +48,104 New
BWA
70
Beam Wealth Advisors
Louisiana
$2.36M +$240K +4,444 +11%
Comerica Bank
71
Comerica Bank
Texas
$2.2M +$259K +4,801 +13%
LCM
72
Lunt Capital Management
Utah
$2.19M +$208K +3,858 +10%
OIM
73
Oder Investment Management
California
$2.17M +$19.4K +359 +0.9%
CFD
74
Creative Financial Designs
Indiana
$2.12M +$213K +3,954 +11%
OAS
75
Optivise Advisory Services
Tennessee
$2.08M -$274K -5,075 -12%

PTLC Hedge Fund Activity: Q4 2024 in Review

245 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2024, worth a combined $2.23B — up 7.6% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PTLC positions and 7 closed out — a net gain of 50 holders — while 83 added to existing stakes and 57 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.4M. The largest seller was Osaic Holdings, cutting an estimated $10.8M.

  • 245 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2024, up from 201 in Q3 2024.
  • Funds reported $2.23B of Pacer Trendpilot US Large Cap ETF stock for Q4 2024, up 7.6% quarter-over-quarter.
  • 57 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2024 and 7 closed out, a net change of +50 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $13.4M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2024 was Osaic Holdings, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2024.