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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

155 hedge funds and large institutions have $1.3B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.68%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
48
Reduced
49
Closed
6
Calls
$1.37M
Puts
$73K
Net Calls
+$1.3M
Net Calls Change
+$1.32M

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$72.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$58.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$169M
4
LPL Financial
4
LPL Financial
California
$78.5M
5
UBS Group
5
UBS Group
Switzerland
$90.9M

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$20.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$33M
3
GWM
3
Geneos Wealth Management
Colorado
$4.87M
4
AAS
4
Avantax Advisory Services
Texas
$6.3M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$718K -$347K -9,200 -33%
SG
77
StoneX Group
New York
$687K -$74.5K -1,977 -10%
UCFA
78
United Capital Financial Advisors
Texas
$681K +$429K +11,383 +170%
LNC
79
Lincoln National Corp
Pennsylvania
$680K +$26.8K +712 +4%
CFGS
80
Concourse Financial Group Securities
Alabama
$638K +$612K +16,260 +2,391%
TWP
81
Tempus Wealth Planning
California
$621K +$33.9K +900 +6%
APA
82
American Portfolios Advisors
New York
$594K -$18.6K -495 -3%
PTC
83
Private Trust Company
Ohio
$589K – – –
MFA
84
Mayflower Financial Advisors
Massachusetts
$525K – – –
MIAN
85
Mariner Independent Advisor Network
Kansas
$509K -$53.1K -1,410 -9%
Ameriprise
86
Ameriprise
Minnesota
$504K -$175K -4,634 -26%
GLA
87
Good Life Advisors
Pennsylvania
$498K -$37.1K -985 -7%
HI
88
Harbour Investments
Wisconsin
$482K – – –
NFSG
89
Newbridge Financial Services Group
Florida
$466K +$61K +1,621 +15%
FEG
90
Financial Enhancement Group
Indiana
$452K +$452K +12,014 New
William Blair & Company
91
William Blair & Company
Illinois
$428K – – –
DADC
92
D.A. Davidson & Co
Montana
$426K – – –
Northern Trust
93
Northern Trust
Illinois
$414K -$17.7K -470 -4%
SIA
94
Soltis Investment Advisors
Utah
$392K – – –
Baird Financial Group
95
Baird Financial Group
Wisconsin
$379K -$96.7K -2,568 -20%
SWM
96
Silverlake Wealth Management
Vermont
$379K – – –
KC
97
Kinloch Capital
Virginia
$377K -$20.4K -542 -5%
BBHC
98
Brown Brothers Harriman & Co
New York
$372K – – –
GWSG
99
GPS Wealth Strategies Group
Colorado
$367K -$17.5K -465 -5%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$366K +$210K +5,575 +134%
2 3
4
5 6