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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

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
Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
2.2%
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

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$28.1M
2
KAS
2
Kestra Advisory Services
Texas
$10.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$38.8M
4
LFAS
4
Level Four Advisory Services
Texas
$9.03M
5
LPL Financial
5
LPL Financial
California
$67M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$220M
2
GWM
2
Geneos Wealth Management
Colorado
$6.65M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$25.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$169M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
76
Tempus Wealth Planning
California
$621K +$47.8K +1,272 +8%
FIM
77
Freedom Investment Management
Connecticut
$557K -$46.9K -1,246 -8%
SG
78
StoneX Group
New York
$552K +$150K +3,994 +37%
SIA
79
Soltis Investment Advisors
Utah
$543K -$212K -5,630 -28%
GLA
80
Good Life Advisors
Pennsylvania
$489K -$55.2K -1,469 -10%
KC
81
Kinloch Capital
Virginia
$489K +$5.95K +158 +1%
SF
82
Synovus Financial
Georgia
$464K -$57.6K -1,535 -11%
FFS
83
Founders Financial Securities
Maryland
$447K -$23.1K -613 -5%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$401K +$401K +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 +$27.2K +723 +8%
WI
88
Wintrust Investments
Illinois
$327K -$8.28K -220 -2%
IA
89
Insight Advisors
Pennsylvania
$325K -$43K -1,120 -12%
KWM
90
Kingsview Wealth Management
Oregon
$325K +$9.07K +240 +3%
LA
91
Latitude Advisors
Florida
$324K +$324K +8,607 New
OIA
92
OneDigital Investment Advisors
Kansas
$323K -$16.8K -448 -5%
SFG
93
Sovereign Financial Group
Connecticut
$322K – – –
IA
94
IFP Advisors
Florida
$315K +$151K +4,025 +92%
TC
95
TownSquare Capital
Utah
$308K – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$289K +$289K +7,700 New
CCFM
97
Clear Creek Financial Management
Washington
$276K +$276K +7,330 New
COF
98
Capital One Financial
Virginia
$275K – – –
GFPC
99
Global Financial Private Client
Florida
$264K -$18.3K -484 -6%
NFSG
100
Newbridge Financial Services Group
Florida
$248K -$41.4K -1,103 -14%
2 3
4
5 6