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Pacer Trendpilot US Large Cap ETF

126 hedge funds and large institutions have $1.07B invested in Pacer Trendpilot US Large Cap ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $100K | Put options by funds: $27K

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% less capital invested

Capital invested by funds: $1.07B → $1.07B (-$975K)

2% less funds holding

Funds holding: 128126 (-2)

1.7% less ownership

Funds ownership: 57.72%56.02% (-1.7%)

25% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 55

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
10
Increased
41
Reduced
55
Closed
9
Calls
$100K
Puts
$27K
Net Calls
+$73K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
76
Tempus Wealth Planning
California
$621K +$46.5K +1,272 +8%
FIM
77
Freedom Investment Management
Connecticut
$557K -$45.6K -1,246 -8%
SG
78
StoneX Group
New York
$552K +$146K +3,994 +37%
SIA
79
Soltis Investment Advisors
Utah
$543K -$206K -5,630 -28%
GLA
80
Good Life Advisors
Pennsylvania
$489K -$53.7K -1,469 -10%
KC
81
Kinloch Capital
Virginia
$489K +$5.78K +158 +1%
SF
82
Synovus Financial
Georgia
$464K -$56.1K -1,535 -11%
FFS
83
Founders Financial Securities
Maryland
$447K -$22.4K -613 -5%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$401K +$390K +10,665 New
MFG
85
Merit Financial Group
Georgia
$393K
BRWM
86
B. Riley Wealth Management
Tennessee
$383K
LNC
87
Lincoln National Corp
Pennsylvania
$355K +$26.4K +723 +8%
WI
88
Wintrust Investments
Illinois
$327K -$8.05K -220 -2%
IA
89
Insight Advisors
Pennsylvania
$325K -$41K -1,120 -12%
KWM
90
Kingsview Wealth Management
Oregon
$325K +$8.78K +240 +3%
LA
91
Latitude Advisors
Florida
$324K +$315K +8,607 New
OIA
92
OneDigital Investment Advisors
Kansas
$323K -$16.4K -448 -5%
SFG
93
Sovereign Financial Group
Connecticut
$322K
IA
94
IFP Advisors
Florida
$315K +$147K +4,025 +92%
TC
95
TownSquare Capital
Utah
$308K
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$289K +$282K +7,700 New
CCFM
97
Clear Creek Financial Management
Washington
$276K +$268K +7,330 New
COF
98
Capital One Financial
Virginia
$275K
GFPC
99
Global Financial Private Client
Florida
$264K -$17.7K -484 -6%
NFSG
100
Newbridge Financial Services Group
Florida
$248K -$40.3K -1,103 -14%

PTLC Hedge Fund Activity: Q2 2021 in Review

126 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2021, worth a combined $1.07B — down 0.09% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PTLC positions and 9 closed out — a net gain of 1 holder — while 41 added to existing stakes and 55 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $27.4M. The largest seller was Bank of America, cutting an estimated $35M.

  • 126 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2021, down from 128 in Q1 2021.
  • Funds reported $1.07B of Pacer Trendpilot US Large Cap ETF stock for Q2 2021, down 0.09% quarter-over-quarter.
  • 10 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2021 and 9 closed out, a net change of +1 holder.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2021 was Creative Planning, an estimated $27.4M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2021 was Bank of America, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2021.