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Pacer Trendpilot US Large Cap ETF

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

1,781% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $73K

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

133.52% more ownership

Funds ownership: 62.1%195.61% (+134%)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 143155 (+12)

5% more capital invested

Capital invested by funds: $1.24B → $1.3B (+$58.7M)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.67%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$718K -$346K -9,200 -33%
SG
77
StoneX Group
New York
$687K -$74.3K -1,977 -10%
UCFA
78
United Capital Financial Advisors
Texas
$681K +$428K +11,383 +170%
LNC
79
Lincoln National Corp
Pennsylvania
$680K +$26.8K +712 +4%
CFGS
80
Concourse Financial Group Securities
Alabama
$638K +$611K +16,260 +2,391%
TWP
81
Tempus Wealth Planning
California
$621K +$33.8K +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 -$53K -1,410 -9%
Ameriprise
86
Ameriprise
Minnesota
$504K -$174K -4,634 -26%
GLA
87
Good Life Advisors
Pennsylvania
$498K -$37K -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 -$96.6K -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%

PTLC Hedge Fund Activity: Q3 2022 in Review

155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2022, worth a combined $1.3B — up 4.7% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PTLC positions and 6 closed out — a net gain of 14 holders — while 48 added to existing stakes and 49 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $2.66B. The largest seller was Koss-Olinger Consulting, cutting an estimated $16.9M.

  • 155 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2022, up from 143 in Q2 2022.
  • Funds reported $1.3B of Pacer Trendpilot US Large Cap ETF stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 20 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q3 2022 and 6 closed out, a net change of +14 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $2.66B added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q3 2022 was Koss-Olinger Consulting, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2022.