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Pacer Trendpilot US Large Cap ETF

126 hedge funds and large institutions have $1.07B invested in Pacer Trendpilot US Large Cap ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $100K | Put options by funds: $27K

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% less capital invested

Capital invested by funds: $1.07B → $1.07B (-$975K)

2% less funds holding

Funds holding: 128126 (-2)

1.7% less ownership

Funds ownership: 57.72%56.02% (-1.7%)

25% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 55

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
10
Increased
41
Reduced
55
Closed
9
Calls
$100K
Puts
$27K
Net Calls
+$73K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
101
Castle Rock Wealth Management
California
$248K -$2.01K -55 -0.9%
NFG
102
Next Financial Group
Texas
$235K +$14.9K +406 +7%
UCFA
103
United Capital Financial Advisors
Texas
$233K
GSWM
104
Golden State Wealth Management
California
$213K +$208K +5,677 New
IWM
105
IHT Wealth Management
Illinois
$209K -$19K -520 -9%
RWA
106
Redhawk Wealth Advisors
Minnesota
$207K +$202K +5,518 New
CFGS
107
Concourse Financial Group Securities
Alabama
$199K +$6.58K +180 +4%
AW
108
Avion Wealth
Texas
$196K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$178K +$173K +4,727 +157,567%
JP Morgan Chase
110
JP Morgan Chase
New York
$148K +$144K +3,926 New
SIS
111
Sound Income Strategies
Florida
$101K +$78.4K +2,143 +401%
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$99K -$48.2K -1,318 -33%
TLCM
113
Twin Lakes Capital Management
California
$46K
KFI
114
Key Financial Inc
Pennsylvania
$42K -$9.66K -264 -19%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$42K
GAM
116
Gemmer Asset Management
California
$40K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$39K
HIA
118
Harbor Investment Advisory
Maryland
$34K
AWA
119
Arkadios Wealth Advisors
Georgia
$27K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$26K -$38.7K -1,058 -60%
SL
121
Savior LLC
Massachusetts
$25K
PCA
122
Providence Capital Advisors
North Carolina
$12K
FF
123
FourThought Financial
Florida
$9K -$9.11K -249 -50%
ASN
124
Advisory Services Network
Georgia
$9K +$8.89K +243 New
Barclays
125
Barclays
United Kingdom
$3K

PTLC Hedge Fund Activity: Q2 2021 in Review

126 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2021, worth a combined $1.07B — down 0.09% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PTLC positions and 9 closed out — a net gain of 1 holder — while 41 added to existing stakes and 55 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $27.4M. The largest seller was Bank of America, cutting an estimated $35M.

  • 126 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2021, down from 128 in Q1 2021.
  • Funds reported $1.07B of Pacer Trendpilot US Large Cap ETF stock for Q2 2021, down 0.09% quarter-over-quarter.
  • 10 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2021 and 9 closed out, a net change of +1 holder.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2021 was Creative Planning, an estimated $27.4M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2021 was Bank of America, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2021.