PTLC icon

Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

194 hedge funds and large institutions have $1.78B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
194
Holders Change
+5
Holders Change %
+2.65%
% of All Funds
2.81%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
85
Reduced
55
Closed
13
Calls
$457K
Puts
$215K
Net Calls
+$242K
Net Calls Change
+$431K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$46.8M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$8.55M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
4
CAN
4
Cetera Advisor Networks
California
$26.1M
5
Ameriprise
5
Ameriprise
Minnesota
$7.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$280M
4
Wells Fargo
4
Wells Fargo
California
$111M
5
UBS Group
5
UBS Group
Switzerland
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$1.43M +$5.49K +115 +0.4%
AWM
77
Axxcess Wealth Management
California
$1.37M -$106K -2,230 -7%
VAM
78
Vienna Asset Management
California
$1.37M +$243K +5,090 +22%
OC
79
Oppenheimer & Co
New York
$1.36M +$62.5K +1,309 +5%
CAAS
80
Capital Asset Advisory Services
Michigan
$1.36M -$106K -2,230 -7%
AIFAIM
81
American Institute for Advanced Investment Management
Arizona
$1.34M -$40.8K -855 -3%
CIA
82
Concurrent Investment Advisors
Florida
$1.32M -$81.4K -1,706 -6%
WWA
83
WCG Wealth Advisors
Nevada
$1.29M -$4.01M -83,912 -76%
IWM
84
IHT Wealth Management
Illinois
$1.25M +$407K +8,520 +48%
KPWS
85
Kestra Private Wealth Services
Texas
$1.17M +$21.3K +446 +2%
EE
86
EWG Elevate
California
$1.13M +$22.2K +466 +2%
LNC
87
Lincoln National Corp
Pennsylvania
$1.09M +$102K +2,141 +10%
RJT
88
Raymond James Trust
Florida
$1.08M – – –
PTC
89
Private Trust Company
Ohio
$1.07M +$47.9K +1,004 +5%
SFP
90
Strategic Financial Partners
Oregon
$1.07M -$31.6K -663 -3%
WG
91
Welch Group
Alabama
$993K -$72.3K -1,515 -7%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$909K – – –
DADC
93
D.A. Davidson & Co
Montana
$901K +$238K +4,977 +36%
JCFM
94
JBR Co Financial Management
Oklahoma
$886K -$106K -2,229 -11%
WWM
95
Western Wealth Management
Colorado
$884K -$362K -7,587 -29%
SPC
96
Sigma Planning Corp
Michigan
$865K -$1.88M -39,409 -68%
PIA
97
Perennial Investment Advisors
California
$865K +$65.6K +1,375 +8%
PJSIMP
98
P.J. Schmidt Investment Management (PJS)
Wisconsin
$842K +$480K +10,055 +132%
Mariner
99
Mariner
Kansas
$842K – – –
HI
100
Harbour Investments
Wisconsin
$837K +$77.5K +1,625 +10%
2 3
4
5 6