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Pacer Trendpilot US Large Cap ETF

143 hedge funds and large institutions have $1.24B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $1.13B → $1.24B (+$112M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

3% less funds holding

Funds holding: 147143 (-4)

16% less call options, than puts

Call options by funds: $113K | Put options by funds: $135K

146.09% less ownership

Funds ownership: 208.18%62.1% (-146%)

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
11
Increased
46
Reduced
51
Closed
12
Calls
$113K
Puts
$135K
Net Calls
-$22K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
Merit Financial Group
Georgia
$343K
KWM
102
Kingsview Wealth Management
Oregon
$316K
SFG
103
SNS Financial Group
Minnesota
$313K
BWA
104
Burt Wealth Advisors
Maryland
$302K
PJSIMP
105
P.J. Schmidt Investment Management (PJS)
Wisconsin
$299K +$300K +7,945 New
LSA
106
Lion Street Advisors
Texas
$273K
UCFA
107
United Capital Financial Advisors
Texas
$252K -$2.94K -78 -1%
IA
108
Insight Advisors
Pennsylvania
$246K -$11.3K -300 -4%
CRWM
109
Castle Rock Wealth Management
California
$240K -$377 -10 -0.2%
IWC
110
Integrated Wealth Concepts
Massachusetts
$235K -$646K -17,139 -73%
MW
111
Marcum Wealth
Ohio
$226K
SFG
112
Sovereign Financial Group
Connecticut
$219K
OPS
113
Orion Portfolio Solutions
Nebraska
$212K +$213K +5,656 New
MCA
114
Magnolia Capital Advisors
Mississippi
$209K -$9.42K -250 -4%
RWA
115
Redhawk Wealth Advisors
Minnesota
$207K
WAM
116
Worth Asset Management
Texas
$189K
Fidelity Investments
117
Fidelity Investments
Massachusetts
$176K -$76.7K -2,035 -30%
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$156K +$56.5K +1,500 +57%
AW
119
Avion Wealth
Texas
$135K -$9.09K -241 -6%
IA
120
IFP Advisors
Florida
$115K
WWP
121
WR Wealth Planners
Missouri
$102K -$3.93M -104,178 -97%
SIS
122
Sound Income Strategies
Florida
$101K
PA
123
PSI Advisors
Florida
$100K
SAM
124
Strategic Asset Management
Minnesota
$97K -$33.4K -885 -26%
CWM
125
Curi Wealth Management
North Carolina
$92K

PTLC Hedge Fund Activity: Q2 2022 in Review

143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2022, worth a combined $1.24B — up 9.9% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PTLC and 11 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 46 added.

The largest buyer was Bank of America, adding an estimated $70.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $2.73B.

  • 143 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2022, down from 147 in Q1 2022.
  • Funds reported $1.24B of Pacer Trendpilot US Large Cap ETF stock for Q2 2022, up 9.9% quarter-over-quarter.
  • 11 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2022 and 12 closed out, a net change of -1 holder.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2022 was Bank of America, an estimated $70.5M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $2.73B sold.

Based on aggregated 13F filings for Q2 2022.