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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

166 hedge funds and large institutions have $1.23B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+10
Holders Change %
+6.41%
% of All Funds
2.66%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
24
Increased
42
Reduced
74
Closed
13
Calls
$154K
Puts
$4K
Net Calls
+$150K
Net Calls Change
+$133K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$26.3M
2
WI
2
WBI Investments
New Jersey
$8.07M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.69M
4
GWM
4
Geneos Wealth Management
Colorado
$7.03M
5
JCM
5
J2 Capital Management
Michigan
$3.86M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$60.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Bank of America
3
Bank of America
North Carolina
$250M
4
UBS Group
4
UBS Group
Switzerland
$61.6M
5
SPC
5
Sigma Planning Corp
Michigan
$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
76
Private Trust Company
Ohio
$684K +$53.3K +1,400 +8%
IW
77
Imprint Wealth
South Carolina
$679K +$679K +17,825 New
DC
78
Davenport & Co
Virginia
$656K +$656K +17,245 New
MCC
79
Money Concepts Capital
Florida
$646K -$1.06M -73,883 -62%
AIFAIM
80
American Institute for Advanced Investment Management
Arizona
$623K -$548K -16,092 -47%
LSA
81
Lion Street Advisors
Texas
$576K +$320K +8,401 +125%
SWM
82
Spire Wealth Management
Virginia
$546K +$236K +6,209 +76%
SWP
83
Stratos Wealth Partners
Ohio
$540K +$23.5K +617 +5%
GSIAS
84
Garden State Investment Advisory Services
New Jersey
$531K -$61.5K -1,615 -10%
NFSG
85
Newbridge Financial Services Group
Florida
$528K -$28.2K -742 -5%
VA
86
Valmark Advisers
Ohio
$502K -$212K -5,561 -30%
MFA
87
Mayflower Financial Advisors
Massachusetts
$500K -$43.8K -1,151 -8%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$499K -$4.08M -107,110 -89%
Citadel Advisors
89
Citadel Advisors
Florida
$494K +$494K +12,973 New
IA
90
Insight Advisors
Pennsylvania
$489K -$76.1K -2,000 -13%
TSS
91
Two Sigma Securities
New York
$477K +$477K +12,518 New
Mariner
92
Mariner
Kansas
$472K -$41.8K -1,100 -8%
HI
93
Harbour Investments
Wisconsin
$447K -$151K -3,954 -25%
William Blair & Company
94
William Blair & Company
Illinois
$433K – – –
GLA
95
Good Life Advisors
Pennsylvania
$429K -$24.3K -638 -5%
DADC
96
D.A. Davidson & Co
Montana
$427K -$12.8K -335 -3%
Northern Trust
97
Northern Trust
Illinois
$419K – – –
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$412K +$13.3K +350 +3%
SIA
99
Soltis Investment Advisors
Utah
$396K – – –
GSEP
100
Golden State Equity Partners
California
$391K +$391K +10,275 New
2 3
4
5 6