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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

175 hedge funds and large institutions have $1.41B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
22
Increased
54
Reduced
56
Closed
17
Calls
$183K
Puts
$128K
Net Calls
+$55K
Net Calls Change
-$199K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$101M
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.92M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.33M
5
AI
5
Atria Investments
North Carolina
$5.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$247M
2
VWA
2
V Wealth Advisors
Kansas
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$8.9M
5
FSA
5
Financial Services Advisory
Maryland
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
76
Lunt Capital Management
Utah
$1.1M +$85.2K +2,131 +8%
EP
77
Eudaimonia Partners
Tennessee
$999K -$224K -5,603 -18%
GSEP
78
Golden State Equity Partners
California
$988K +$684K +17,129 +225%
KPWS
79
Kestra Private Wealth Services
Texas
$965K +$10.6K +265 +1%
LNC
80
Lincoln National Corp
Pennsylvania
$954K +$32.4K +811 +4%
CG
81
Clarus Group
Texas
$943K +$943K +23,600 New
SFP
82
Strategic Financial Partners
Oregon
$930K -$13.4K -335 -1%
RJT
83
Raymond James Trust
Florida
$903K -$34.4K -862 -4%
WG
84
Welch Group
Alabama
$901K – – –
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$898K -$53.8K -1,347 -6%
Renaissance Technologies
86
Renaissance Technologies
New York
$847K +$847K +21,200 New
SFSG
87
Sound Financial Strategies Group
Mississippi
$834K -$91.1K -2,281 -10%
EE
88
EWG Elevate
California
$820K +$31.7K +793 +4%
PTC
89
Private Trust Company
Ohio
$792K +$79.9K +2,000 +11%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$762K – – –
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$743K +$116K +2,912 +19%
CCFM
92
Clear Creek Financial Management
Washington
$716K -$2.24K -56 -0.3%
Mariner
93
Mariner
Kansas
$708K – – –
PIA
94
Perennial Investment Advisors
California
$658K +$80.7K +2,020 +14%
LSA
95
Lion Street Advisors
Texas
$605K -$30.2K -756 -5%
HI
96
Harbour Investments
Wisconsin
$595K +$69.9K +1,750 +13%
DADC
97
D.A. Davidson & Co
Montana
$594K +$59.9K +1,500 +11%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$589K +$112K +2,676 +24%
OP
99
ORG Partners
Indiana
$583K -$733K -18,353 -56%
IW
100
Imprint Wealth
South Carolina
$513K -$141K -3,530 -22%
2 3
4
5 6