PTLC icon

Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

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
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.85%
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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$30.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$23.5M
3
Morgan Stanley
Morgan Stanley
New York
+$19.3M
4
RJA
Raymond James & Associates
Florida
+$13.8M
5
MHS
M Holdings Securities
Oregon
+$9.71M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$31.4M
2
Wells Fargo
Wells Fargo
California
-$20.8M
3
HighTower Advisors
HighTower Advisors
Illinois
-$17M
4
FSA
Financial Services Advisory
Maryland
-$16M
5
IAA
Independent Advisor Alliance
North Carolina
-$9.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
76
Winslow Evans & Crocker
Massachusetts
$1.1M -$10.6K -392 -1%
PA
77
PFG Advisors
Arizona
$1.1M -$758K -28,066 -41%
AIFAIM
78
American Institute for Advanced Investment Management
Arizona
$942K -$62.8K -2,325 -6%
MAFM
79
Mid Atlantic Financial Management
Pennsylvania
$890K -$56.8K -2,100 -6%
SFP
80
Strategic Financial Partners
Oregon
$832K +$167K +6,191 +25%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$816K +$783K +29,000 +2,371%
IWM
82
IHT Wealth Management
Illinois
$777K -$76.1K -2,819 -9%
Citigroup
83
Citigroup
New York
$684K +$484K +17,916 +242%
CAAS
84
Capital Asset Advisory Services
Michigan
$678K +$11.3K +418 +2%
FFN
85
Focus Financial Network
Minnesota
$596K +$228K +8,425 +62%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$586K +$586K +21,703 New
SMFS
87
Squar Milner Financial Services
California
$574K +$574K +21,280 New
SF
88
Synovus Financial
Georgia
$481K +$481K +17,787 New
BRWM
89
B. Riley Wealth Management
Tennessee
$414K – – –
MIAN
90
Mariner Independent Advisor Network
Kansas
$352K +$352K +13,029 New
CPIA
91
Cornell Pochily Investment Advisors
New York
$341K +$33.8K +1,250 +11%
KWM
92
Kingsview Wealth Management
Oregon
$326K +$326K +12,073 New
TW
93
Transform Wealth
Colorado
$321K +$70.3K +2,606 +28%
MC
94
Moors & Cabot
Massachusetts
$297K – – –
TWP
95
Tempus Wealth Planning
California
$292K +$4.05K +150 +1%
APW
96
Aurora Private Wealth
New Jersey
$285K +$285K +10,554 New
M&T Bank
97
M&T Bank
New York
$264K +$264K +9,779 New
PA
98
PSI Advisors
Florida
$263K -$426K -15,811 -62%
CCFM
99
Clear Creek Financial Management
Washington
$214K +$214K +7,880 New
DADC
100
D.A. Davidson & Co
Montana
$213K +$4.13K +153 +2%
2 3
4
5 6