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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

133 hedge funds and large institutions have $1.18B invested in Pacer Trendpilot US Large Cap ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
28
Increased
31
Reduced
63
Closed
15
Calls
$35K
Puts
$20K
Net Calls
+$15K
Net Calls Change
-$6K

Top Buyers

1
5L
55I LLC
Massachusetts
$25.8M
2
Wells Fargo
Wells Fargo
California
$90.2M
3
VWA
V Wealth Advisors
Kansas
$3.34M
4
GWM
Geneos Wealth Management
Colorado
$16.1M
5
WS
Wedbush Securities
California
$1.94M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$248M
2
Osaic Holdings
Osaic Holdings
Arizona
$21M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$63.4M
4
UBS Group
UBS Group
Switzerland
$67.3M
5
GWAG
Garrett Wealth Advisory Group
Texas
$568K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
101
Stephens Inc
Arkansas
$241K -$4.9M -149,467 -95%
KWM
102
Kingsview Wealth Management
Oregon
$240K – – –
COF
103
Capital One Financial
Virginia
$239K -$1.4M -42,763 -85%
CCFM
104
Clear Creek Financial Management
Washington
$238K +$238K +7,280 New
GFPC
105
Global Financial Private Client
Florida
$233K +$26.4K +808 +13%
IA
106
IFP Advisors
Florida
$233K +$85.7K +2,623 +58%
GSEP
107
Golden State Equity Partners
California
$232K +$232K +7,118 New
IWM
108
IHT Wealth Management
Illinois
$219K +$219K +6,679 New
CFG
109
Cooper Financial Group
California
$218K +$218K +6,677 New
UCFA
110
United Capital Financial Advisors
Texas
$203K +$203K +6,210 New
CFGS
111
Concourse Financial Group Securities
Alabama
$167K -$85K -2,600 -34%
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$150K -$80.6K -2,458 -35%
BWA
113
Burt Wealth Advisors
Maryland
$142K +$4.11K +126 +3%
NFG
114
Next Financial Group
Texas
$124K +$28.5K +869 +30%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$91K -$113K -3,468 -55%
SIS
116
Sound Income Strategies
Florida
$88K -$35K -1,066 -28%
CWM
117
Curi Wealth Management
North Carolina
$76K +$76K +2,330 New
BFEC
118
Benjamin F. Edwards & Company
Missouri
$62K -$14.8K -450 -19%
FF
119
FourThought Financial
Florida
$61K +$61K +1,884 New
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$58K +$23.1K +700 +66%
KFI
121
Key Financial Inc
Pennsylvania
$44K +$44K +1,360 New
WEC
122
Winslow Evans & Crocker
Massachusetts
$39K -$28.4K -16,055 -42%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
GAM
124
Gemmer Asset Management
California
$35K – – –
HIA
125
Harbor Investment Advisory
Maryland
$29K – – –
2 3 4
5
6