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Pacer Trendpilot US Large Cap ETF
PTLC

92 hedge funds and large institutions have $1.38B invested in Pacer Trendpilot US Large Cap ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

21% more capital invested

Capital invested by funds: $1.14B → $1.38B (+$239M)

14% more funds holding

Funds holding: 81 → 92 (+11)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

22.85% less ownership

Funds ownership: 81.57% → 58.72% (-23%)

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
21
Increased
47
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$73.9M
2
SPIA
Steward Partners Investment Advisory
New York
+$19.5M
3
Wells Fargo
Wells Fargo
California
+$16.8M
4
LPL Financial
LPL Financial
California
+$15.2M
5
RJA
Raymond James & Associates
Florida
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
WP
WealthShield Partners
North Carolina
-$3.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.72M
3
SAM
Shamrock Asset Management
Texas
-$1.41M
4
HH
Hilltop Holdings
Texas
-$1.18M
5
ACM
Allred Capital Management
Texas
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
76
Burt Wealth Advisors
Maryland
$180K +$3.86K +129 +2%
NFG
77
Next Financial Group
Texas
$136K +$133K +4,432 New
FHA
78
Flagship Harbor Advisors
Massachusetts
$76K -$252K -8,400 -77%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$70K – – –
S
80
SignatureFD
Georgia
$69K +$11.2K +374 +20%
DWM
81
Doyle Wealth Management
Florida
$57K +$56.2K +1,878 New
Deutsche Bank
82
Deutsche Bank
Germany
$50K -$8.17K -273 -14%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$41K +$16.3K +545 +68%
Citigroup
84
Citigroup
New York
$40K – – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
JP Morgan Chase
86
JP Morgan Chase
New York
$25K -$1.72M -57,498 -99%
FCMT
87
Founders Capital Management (Texas)
Texas
$21K – – –
GFPC
88
Global Financial Private Capital
Florida
$15K +$15K +500 New
SCA
89
Stonebridge Capital Advisors
Minnesota
$15K +$15K +500 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$11K +$60 +2 +0.6%
CFGS
91
Concourse Financial Group Securities
Alabama
$6K +$5.99K +200 New
CPIA
92
Cornell Pochily Investment Advisors
New York
$340 +$7.49K +250 +2%
ACM
93
Allred Capital Management
Texas
– -$736K -24,751 Closed
KA
94
Kovack Advisors
Florida
– -$367K -12,500 Closed
COI
95
Capital One Investing
Virginia
– -$320K -10,891 Closed
VAG
96
VisionPoint Advisory Group
Texas
– -$320K -10,886 Closed
MIAN
97
Mariner Independent Advisor Network
Kansas
– -$299K -10,092 Closed
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
– -$272 -9,244 Closed
VAS
99
Vestmark Advisory Solutions
Massachusetts
– -$201K -6,833 Closed
PA
100
Parallel Advisors
California
– -$35K -1,200 Closed
1 2 3
4
5

PTLC Hedge Fund Activity: Q2 2019 in Review

92 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2019, worth a combined $1.38B — up 21% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PTLC positions and 9 closed out — a net gain of 12 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $73.9M. The largest seller was WealthShield Partners, cutting an estimated $3.2M.

  • 92 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $1.38B of Pacer Trendpilot US Large Cap ETF stock for Q2 2019, up 21% quarter-over-quarter.
  • 21 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2019 and 9 closed out, a net change of +12 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2019 was Bank of America, an estimated $73.9M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2019 was WealthShield Partners, an estimated $3.2M sold.

Based on aggregated 13F filings for Q2 2019.