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Pacer Trendpilot US Large Cap ETF

129 hedge funds and large institutions have $1.62B invested in Pacer Trendpilot US Large Cap ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 29

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

2.39% more ownership

Funds ownership: 61.84%64.24% (+2.4%)

2% more funds holding

Funds holding: 126129 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

14% less capital invested

Capital invested by funds: $1.89B → $1.62B (-$262M)

97% less call options, than puts

Call options by funds: $2K | Put options by funds: $74K

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.84%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
24
Increased
62
Reduced
29
Closed
18
Calls
$2K
Puts
$74K
Net Calls
-$72K
Net Calls Change
-$72K
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
76
Winslow Evans & Crocker
Massachusetts
$1.1M -$12.5K -392 -1%
PA
77
PFG Advisors
Arizona
$1.1M -$897K -28,066 -41%
AIFAIM
78
American Institute for Advanced Investment Management
Arizona
$942K -$74.3K -2,325 -6%
MAFM
79
Mid Atlantic Financial Management
Pennsylvania
$890K -$67.1K -2,100 -6%
SFP
80
Strategic Financial Partners
Oregon
$832K +$198K +6,191 +25%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$816K +$927K +29,000 +2,371%
IWM
82
IHT Wealth Management
Illinois
$777K -$90.1K -2,819 -9%
Citigroup
83
Citigroup
New York
$684K +$573K +17,916 +242%
CAAS
84
Capital Asset Advisory Services
Michigan
$678K +$13.4K +418 +2%
FFN
85
Focus Financial Network
Minnesota
$596K +$269K +8,425 +62%
JP Morgan Chase
86
JP Morgan Chase
New York
$586K +$694K +21,703 New
SMFS
87
Squar Milner Financial Services
California
$574K +$680K +21,280 New
SF
88
Synovus Financial
Georgia
$481K +$568K +17,787 New
BRWM
89
B. Riley Wealth Management
Tennessee
$414K
MIAN
90
Mariner Independent Advisor Network
Kansas
$352K +$416K +13,029 New
CPIA
91
Cornell Pochily Investment Advisors
New York
$341K +$39.9K +1,250 +11%
KWM
92
Kingsview Wealth Management
Oregon
$326K +$386K +12,073 New
TW
93
Transform Wealth
Colorado
$321K +$83.3K +2,606 +28%
MC
94
Moors & Cabot
Massachusetts
$297K
TWP
95
Tempus Wealth Planning
California
$292K +$4.79K +150 +1%
APW
96
Aurora Private Wealth
New Jersey
$285K +$337K +10,554 New
M&T Bank
97
M&T Bank
New York
$264K +$313K +9,779 New
PA
98
PSI Advisors
Florida
$263K -$505K -15,811 -62%
CCFM
99
Clear Creek Financial Management
Washington
$214K +$252K +7,880 New
DADC
100
D.A. Davidson & Co
Montana
$213K +$4.89K +153 +2%

PTLC Hedge Fund Activity: Q1 2020 in Review

129 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q1 2020, worth a combined $1.62B — down 14% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PTLC positions and 18 closed out — a net gain of 6 holders — while 62 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $35.6M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $37.2M.

  • 129 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q1 2020, up from 126 in Q4 2019.
  • Funds reported $1.62B of Pacer Trendpilot US Large Cap ETF stock for Q1 2020, down 14% quarter-over-quarter.
  • 24 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q1 2020 and 18 closed out, a net change of +6 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q1 2020 was Bank of America, an estimated $35.6M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q1 2020 was Steward Partners Investment Advisory, an estimated $37.2M sold.

Based on aggregated 13F filings for Q1 2020.