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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

170 hedge funds and large institutions have $1.37B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.68%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
20
Increased
47
Reduced
78
Closed
15
Calls
$284K
Puts
$30K
Net Calls
+$254K
Net Calls Change
+$104K

Top Buyers

1
APS
1
American Planning Services
Florida
$18M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$42.5M
3
IAIM
3
International Assets Investment Management
Florida
$4.11M
4
MCA
4
Magnolia Capital Advisors
Mississippi
$3.45M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$262M
2
Wells Fargo
2
Wells Fargo
California
$95.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$147M
4
UBS Group
4
UBS Group
Switzerland
$62.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.42K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$963K -$21.7K -526 -2%
SFSG
77
Sound Financial Strategies Group
Mississippi
$957K -$22.6K -548 -2%
LNC
78
Lincoln National Corp
Pennsylvania
$952K +$4.13K +100 +0.4%
WG
79
Welch Group
Alabama
$931K -$15.3K -370 -2%
DC
80
Davenport & Co
Virginia
$830K +$118K +2,870 +17%
EE
81
EWG Elevate
California
$815K +$39.3K +952 +5%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$787K -$8.1K -196 -1%
CCFM
83
Clear Creek Financial Management
Washington
$742K -$148K -3,578 -17%
PTC
84
Private Trust Company
Ohio
$736K -$6.2K -150 -0.8%
Mariner
85
Mariner
Kansas
$731K +$219K +5,300 +43%
IW
86
Imprint Wealth
South Carolina
$676K -$60.7K -1,469 -8%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$647K -$568K -13,754 -47%
LSA
88
Lion Street Advisors
Texas
$642K +$30.5K +756 +5%
FTUS
89
Flow Traders U.S.
New York
$631K +$631K +15,286 New
SWP
90
Stratos Wealth Partners
Ohio
$613K +$27.3K +660 +5%
PIA
91
Perennial Investment Advisors
California
$597K +$597K +14,454 New
DADC
92
D.A. Davidson & Co
Montana
$552K +$89.7K +2,172 +19%
HI
93
Harbour Investments
Wisconsin
$543K +$58.5K +1,416 +12%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$486K +$39.2K +950 +9%
William Blair & Company
95
William Blair & Company
Illinois
$480K +$10K +243 +2%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$470K -$72.7K -1,756 -13%
SWM
97
Spire Wealth Management
Virginia
$458K -$134K -3,240 -23%
EH
98
Equitable Holdings
New York
$456K +$34.7K +841 +8%
Northern Trust
99
Northern Trust
Illinois
$454K – – –
SIA
100
Soltis Investment Advisors
Utah
$430K – – –
2 3
4
5 6