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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

129 hedge funds and large institutions have $1.15B invested in Pacer Trendpilot US Large Cap ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
36
Reduced
51
Closed
8
Calls
$100K
Puts
$27K
Net Calls
+$73K
Net Calls Change
–

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$81.4M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$12.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$28.3M
4
CAN
4
Cetera Advisor Networks
California
$6.5M
5
KAS
5
Kestra Advisory Services
Texas
$12.9M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$12.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
Bank of America
3
Bank of America
North Carolina
$217M
4
CG
4
Clarus Group
Texas
$2.1M
5
GWM
5
Geneos Wealth Management
Colorado
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
101
Castle Rock Wealth Management
California
$263K – – –
IA
102
IFP Advisors
Florida
$254K -$62.2K -1,650 -20%
LSA
103
Lion Street Advisors
Texas
$253K +$253K +6,734 New
NFSG
104
Newbridge Financial Services Group
Florida
$247K -$1.88K -50 -0.8%
MW
105
Marcum Wealth
Ohio
$238K +$238K +6,316 New
NFG
106
Next Financial Group
Texas
$236K – – –
UCFA
107
United Capital Financial Advisors
Texas
$234K – – –
RWA
108
Redhawk Wealth Advisors
Minnesota
$208K – – –
CFGS
109
Concourse Financial Group Securities
Alabama
$200K – – –
AW
110
Avion Wealth
Texas
$197K – – –
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$148K – – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$129K -$48.8K -1,299 -27%
SIS
113
Sound Income Strategies
Florida
$101K – – –
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$100K – – –
PA
115
PSI Advisors
Florida
$100K +$100K +2,660 New
BWM
116
Baystate Wealth Management
Massachusetts
$91K +$91K +2,400 New
SAM
117
Strategic Asset Management
Minnesota
$70K +$70K +1,805 New
TLCM
118
Twin Lakes Capital Management
California
$46K – – –
KFI
119
Key Financial Inc
Pennsylvania
$41K – – –
GAM
120
Gemmer Asset Management
California
$40K – – –
BFEC
121
Benjamin F. Edwards & Company
Missouri
$34K -$7.45K -200 -18%
HIA
122
Harbor Investment Advisory
Maryland
$34K – – –
AWA
123
Arkadios Wealth Advisors
Georgia
$27K – – –
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$26K – – –
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$13K +$13K +348 New
2 3 4
5
6