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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

189 hedge funds and large institutions have $1.8B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
27
Increased
75
Reduced
61
Closed
12
Calls
$76K
Puts
$265K
Net Calls
-$189K
Net Calls Change
-$244K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
FS
2
Ferguson Shapiro
Georgia
$31M
3
LPL Financial
3
LPL Financial
California
$132M
4
Wells Fargo
4
Wells Fargo
California
$110M
5
AAS
5
Avantax Advisory Services
Texas
$10.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$63.9M
2
OFS
2
OneAscent Financial Services
Alabama
$298K
3
AI
3
Atria Investments
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$264M
5
SPC
5
Sigma Planning Corp
Michigan
$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIFAIM
76
American Institute for Advanced Investment Management
Arizona
$1.25M -$1.73K -40 -0.1%
OC
77
Oppenheimer & Co
New York
$1.18M -$59.9K -1,385 -5%
CAG
78
Curtis Advisory Group
California
$1.16M +$1.16M +26,767 New
WWM
79
Western Wealth Management
Colorado
$1.13M -$243K -5,624 -18%
OP
80
ORG Partners
Indiana
$1.07M +$440K +10,155 +70%
KPWS
81
Kestra Private Wealth Services
Texas
$1.04M -$6.45K -149 -0.6%
LCM
82
Lunt Capital Management
Utah
$1.03M -$159K -3,670 -13%
VAM
83
Vienna Asset Management
California
$1.01M +$1.01M +23,515 New
EE
84
EWG Elevate
California
$1.01M +$117K +2,702 +13%
SFP
85
Strategic Financial Partners
Oregon
$997K -$10.4K -240 -1%
RJT
86
Raymond James Trust
Florida
$978K – – –
Renaissance Technologies
87
Renaissance Technologies
New York
$969K +$52.1K +1,205 +6%
WG
88
Welch Group
Alabama
$966K -$9.65K -223 -1%
PTC
89
Private Trust Company
Ohio
$926K +$69.1K +1,596 +8%
JCFM
90
JBR Co Financial Management
Oklahoma
$900K +$900K +20,800 New
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$898K -$74.2K -1,714 -8%
LNC
92
Lincoln National Corp
Pennsylvania
$892K -$140K -3,243 -14%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$825K – – –
IWM
94
IHT Wealth Management
Illinois
$765K +$513K +11,856 +204%
Mariner
95
Mariner
Kansas
$763K -$2.86K -66 -0.4%
PIA
96
Perennial Investment Advisors
California
$725K +$11.9K +274 +2%
GSEP
97
Golden State Equity Partners
California
$716K -$354K -8,171 -33%
HI
98
Harbour Investments
Wisconsin
$688K +$43.4K +1,004 +7%
EH
99
Equitable Holdings
New York
$656K +$109K +2,524 +20%
LSA
100
Lion Street Advisors
Texas
$652K -$3.16K -73 -0.5%
2 3
4
5 6