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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

129 hedge funds and large institutions have $1.62B invested in Pacer Trendpilot US Large Cap ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
24
Increased
62
Reduced
29
Closed
18
Calls
$2K
Puts
$74K
Net Calls
-$72K
Net Calls Change
-$72K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$30.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$23.5M
3
Morgan Stanley
Morgan Stanley
New York
+$19.3M
4
RJA
Raymond James & Associates
Florida
+$13.8M
5
MHS
M Holdings Securities
Oregon
+$9.71M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$31.4M
2
Wells Fargo
Wells Fargo
California
-$20.8M
3
HighTower Advisors
HighTower Advisors
Illinois
-$17M
4
FSA
Financial Services Advisory
Maryland
-$16M
5
IAA
Independent Advisor Alliance
North Carolina
-$9.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
101
Westhampton Capital
North Carolina
$209K +$209K +7,750 New
BWA
102
Burt Wealth Advisors
Maryland
$205K +$46.1K +1,704 +29%
GFPC
103
Global Financial Private Client
Florida
$163K +$3.86K +143 +2%
AF
104
Advisornet Financial
Minnesota
$151K -$1.19M -44,154 -89%
GSWM
105
Golden State Wealth Management
California
$150K +$150K +5,571 New
BFEC
106
Benjamin F. Edwards & Company
Missouri
$146K -$743K -27,456 -84%
IA
107
IFP Advisors
Florida
$139K -$560K -20,570 -80%
LWM
108
Liberty Wealth Management
California
$96K – – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$90K – – –
S
110
SignatureFD
Georgia
$76K +$108 +4 +0.1%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$71K -$113K -4,198 -61%
NFG
112
Next Financial Group
Texas
$68K – – –
CFA
113
Carroll Financial Associates
North Carolina
$40K – – –
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
KFI
115
Key Financial Inc
Pennsylvania
$37K +$37K +1,360 New
SIS
116
Sound Income Strategies
Florida
$26K -$119K -4,460 -82%
FHA
117
Flagship Harbor Advisors
Massachusetts
$25K – – –
AIC
118
Ameritas Investment Company
Nebraska
$25K +$25K +928 New
HIA
119
Harbor Investment Advisory
Maryland
$24K – – –
CFGS
120
Concourse Financial Group Securities
Alabama
$24K +$2.67K +100 +13%
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$22K – – –
SL
122
Savior LLC
Massachusetts
$18K +$18K +669 New
SCA
123
Stonebridge Capital Advisors
Minnesota
$14K – – –
NSIM
124
North Star Investment Management
Illinois
$12K – – –
JWBC
125
John W. Brooker & Co
California
$12K – – –
2 3 4
5
6