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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

129 hedge funds and large institutions have $1.15B invested in Pacer Trendpilot US Large Cap ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
36
Reduced
51
Closed
8
Calls
$100K
Puts
$27K
Net Calls
+$73K
Net Calls Change
–

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$81.4M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$12.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$28.3M
4
CAN
4
Cetera Advisor Networks
California
$6.5M
5
KAS
5
Kestra Advisory Services
Texas
$12.9M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$12.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
Bank of America
3
Bank of America
North Carolina
$217M
4
CG
4
Clarus Group
Texas
$2.1M
5
GWM
5
Geneos Wealth Management
Colorado
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
76
Latitude Advisors
Florida
$670K +$345K +9,157 +106%
SG
77
StoneX Group
New York
$667K +$112K +2,980 +20%
APA
78
American Portfolios Advisors
New York
$641K -$9.66K -256 -1%
TWP
79
Tempus Wealth Planning
California
$620K -$2.83K -75 -0.5%
IFG
80
Investors Financial Group
Minnesota
$598K -$113K -3,006 -16%
SIA
81
Soltis Investment Advisors
Utah
$545K – – –
FIM
82
Freedom Investment Management
Connecticut
$534K -$24.8K -657 -4%
GLA
83
Good Life Advisors
Pennsylvania
$490K -$377 -10 -0.1%
KC
84
Kinloch Capital
Virginia
$484K -$5.73K -152 -1%
LNC
85
Lincoln National Corp
Pennsylvania
$398K +$42.1K +1,117 +12%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$395K -$6.9K -183 -2%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$395K +$94.5K +2,420 +31%
Citigroup
88
Citigroup
New York
$393K -$383K -10,155 -49%
Citadel Advisors
89
Citadel Advisors
Florida
$390K -$391K -10,348 -50%
BRWM
90
B. Riley Wealth Management
Tennessee
$373K -$11.8K -300 -3%
MFG
91
Merit Financial Group
Georgia
$370K -$24.8K -656 -6%
WI
92
Wintrust Investments
Illinois
$357K +$29.4K +779 +9%
SF
93
Synovus Financial
Georgia
$343K -$122K -3,256 -26%
KWM
94
Kingsview Wealth Management
Oregon
$324K – – –
SFG
95
Sovereign Financial Group
Connecticut
$308K -$41.4K -1,100 -12%
IA
96
Insight Advisors
Pennsylvania
$307K -$41.1K -1,000 -12%
TC
97
TownSquare Capital
Utah
$306K – – –
GFPC
98
Global Financial Private Client
Florida
$282K +$15.8K +414 +6%
COF
99
Capital One Financial
Virginia
$276K – – –
OIA
100
OneDigital Investment Advisors
Kansas
$275K -$48.9K -1,297 -15%
2 3
4
5 6