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Pacer Trendpilot US Large Cap ETF

204 hedge funds and large institutions have $1.87B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more call options, than puts

Call options by funds: $480K | Put options by funds: $59K

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

17% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 59

5% more capital invested

Capital invested by funds: $1.78B → $1.87B (+$91M)

5% more funds holding

Funds holding: 195204 (+9)

0.9% less ownership

Funds ownership: 65.93%65.03% (-0.9%)

Holders
204
Holders Change
+9
Holders Change %
+4.62%
% of All Funds
2.95%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
24
Increased
69
Reduced
59
Closed
10
Calls
$480K
Puts
$59K
Net Calls
+$421K
Net Calls Change
+$179K
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$1.44M -$48.9K -1,024 -3%
CAAS
77
Capital Asset Advisory Services
Michigan
$1.4M -$50.7K -1,061 -4%
AWM
78
Axxcess Wealth Management
California
$1.37M -$50.7K -1,061 -4%
AIFAIM
79
American Institute for Advanced Investment Management
Arizona
$1.36M -$37K -775 -3%
MCC
80
Money Concepts Capital
Florida
$1.33M -$550K -11,519 -30%
EE
81
EWG Elevate
California
$1.31M +$127K +2,668 +11%
WWA
82
WCG Wealth Advisors
Nevada
$1.2M -$137K -2,869 -11%
IWM
83
IHT Wealth Management
Illinois
$1.19M -$108K -2,257 -9%
PTC
84
Private Trust Company
Ohio
$1.12M
SFP
85
Strategic Financial Partners
Oregon
$1.11M -$3.96K -83 -0.4%
Citadel Advisors
86
Citadel Advisors
Florida
$1.07M -$642K -13,443 -38%
WG
87
Welch Group
Alabama
$1.03M -$9.55K -200 -1%
HI
88
Harbour Investments
Wisconsin
$974K +$97.3K +2,037 +12%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$948K
RJT
90
Raymond James Trust
Florida
$936K -$181K -3,790 -17%
PJSIMP
91
P.J. Schmidt Investment Management (PJS)
Wisconsin
$913K +$33.8K +707 +4%
BCI
92
Brinker Capital Investments
Pennsylvania
$903K +$408K +8,546 +89%
OPS
93
Orion Portfolio Solutions
Nebraska
$903K +$408K +8,546 +89%
SFG
94
Sovereign Financial Group
Connecticut
$903K +$55.6K +1,165 +7%
PIA
95
Perennial Investment Advisors
California
$902K
CA
96
Calton & Associates
Florida
$899K +$171K +3,585 +25%
JCFM
97
JBR Co Financial Management
Oklahoma
$893K -$30.2K -633 -3%
Mariner
98
Mariner
Kansas
$878K
BCM
99
Brookstone Capital Management
Illinois
$857K +$318K +6,651 +65%
EH
100
Equitable Holdings
New York
$846K +$76.1K +1,593 +10%

PTLC Hedge Fund Activity: Q2 2024 in Review

204 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2024, worth a combined $1.87B — up 5.1% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PTLC positions and 10 closed out — a net gain of 14 holders — while 69 added to existing stakes and 59 trimmed.

The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $28.6M. The largest seller was Osaic Holdings, cutting an estimated $13.4M.

  • 204 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2024, up from 195 in Q1 2024.
  • Funds reported $1.87B of Pacer Trendpilot US Large Cap ETF stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 24 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2024 and 10 closed out, a net change of +14 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $28.6M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2024 was Osaic Holdings, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2024.