Pacer Trendpilot US Large Cap ETF
PTLC
75 hedge funds and large institutions have $816M invested in Pacer Trendpilot US Large Cap ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 9 closing their positions.
240% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 10
189% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more funds holding
Funds holding: 58 → 75 (+17)
28% more capital invested
Capital invested by funds: $640M → $816M (+$176M)
11.6% less ownership
Funds ownership: 71.34% → 59.73% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$37.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$34.8M |
| 3 |
Morgan Stanley
New York
|
+$32.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$24.8M |
| 5 |
SBSB
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FF
Fluent Financial
Dallas,
Texas
|
-$1.61M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.32M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$879K |
| 4 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$839K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$335K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FF
76
Fluent Financial
Dallas,
Texas
| – | -$1.61M | -51,081 | Closed |
|
|
77
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$879K | -27,919 | Closed |
|
|
78
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$335K | -10,648 | Closed |
|
|
CWM
79
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$301K | -8,257 | Closed |
|
80
Bank of New York Mellon
New York
| – | -$212K | -6,750 | Closed |
|
|
WSTAM
81
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$139K | -4,400 | Closed |
|
|
SWP
82
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$43K | -1,353 | Closed |
|
|
CFD
83
Creative Financial Designs
Kokomo,
Indiana
| – | -$7K | -213 | Closed |
|
|
VFA
84
Valeo Financial Advisors
Carmel,
Indiana
| – | -$5K | -171 | Closed |
|
PTLC Hedge Fund Activity: Q4 2018 in Review
75 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2018, worth a combined $816M — up 28% from $640M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PTLC positions and 9 closed out — a net gain of 17 holders — while 34 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $37.1M. The largest seller was Fluent Financial, exiting entirely with an estimated $1.61M sold.
- 75 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2018, up from 58 in Q3 2018.
- Funds reported $816M of Pacer Trendpilot US Large Cap ETF stock for Q4 2018, up 28% quarter-over-quarter.
- 26 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2018 and 9 closed out, a net change of +17 holders.
- The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2018 was Bank of America, an estimated $37.1M added.
- The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2018 was Fluent Financial, an estimated $1.61M sold.
Based on aggregated 13F filings for Q4 2018.