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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

147 hedge funds and large institutions have $1.13B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
–
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
17
Increased
43
Reduced
55
Closed
15
Calls
$72K
Puts
$105K
Net Calls
-$33K
Net Calls Change
+$34K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$40.8M
2
LFAS
2
Level Four Advisory Services
Texas
$13.5M
3
UBS Group
3
UBS Group
Switzerland
$62.2M
4
GWM
4
Geneos Wealth Management
Colorado
$7.95M
5
MCC
5
Money Concepts Capital
Florida
$4.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$200M
2
Morgan Stanley
2
Morgan Stanley
New York
$149M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.5M
4
LPL Financial
4
LPL Financial
California
$70.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
76
Latitude Advisors
Florida
$846K -$32.9K -847 -4%
EH
77
Equitable Holdings
New York
$828K -$107K -2,765 -11%
GSEP
78
Golden State Equity Partners
California
$790K -$358K -9,221 -31%
MFA
79
Mayflower Financial Advisors
Massachusetts
$781K -$11.1K -285 -1%
JWCA
80
J.W. Cole Advisors
Florida
$765K – – –
SG
81
StoneX Group
New York
$730K +$19.8K +511 +3%
LNC
82
Lincoln National Corp
Pennsylvania
$674K +$3.89K +100 +0.6%
FIM
83
Freedom Investment Management
Connecticut
$669K +$94K +2,421 +16%
APA
84
American Portfolios Advisors
New York
$636K -$5.36K -138 -0.8%
SFSG
85
Sound Financial Strategies Group
Mississippi
$612K +$612K +15,749 New
TWP
86
Tempus Wealth Planning
California
$606K -$31.6K -813 -5%
GLA
87
Good Life Advisors
Pennsylvania
$576K -$133K -3,428 -19%
MIAN
88
Mariner Independent Advisor Network
Kansas
$530K +$530K +13,629 New
HF
89
Halpern Financial
Virginia
$511K +$511K +13,160 New
Baird Financial Group
90
Baird Financial Group
Wisconsin
$483K -$20.1K -518 -4%
DADC
91
D.A. Davidson & Co
Montana
$450K +$17.8K +459 +4%
William Blair & Company
92
William Blair & Company
Illinois
$442K – – –
SIA
93
Soltis Investment Advisors
Utah
$404K -$155K -4,000 -28%
KC
94
Kinloch Capital
Virginia
$400K -$97.8K -2,520 -20%
BBHC
95
Brown Brothers Harriman & Co
New York
$389K +$389K +10,009 New
SF
96
Synovus Financial
Georgia
$388K +$31.8K +819 +9%
SWM
97
Silverlake Wealth Management
Vermont
$380K -$24.5K -630 -6%
BRWM
98
B. Riley Wealth Management
Tennessee
$379K – – –
MFG
99
Merit Financial Group
Georgia
$354K – – –
KWM
100
Kingsview Wealth Management
Oregon
$327K -$7.22K -186 -2%
2 3
4
5 6