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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

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.

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.42%
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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$264M
2
UBS Group
2
UBS Group
Switzerland
$85.5M
3
CAN
3
Cetera Advisor Networks
California
$19.5M
4
SPC
4
Sigma Planning Corp
Michigan
$11.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$153M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$71.1M
2
5L
2
55I LLC
Massachusetts
$1.31M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.3M
4
WWP
4
WR Wealth Planners
Missouri
$102K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$299K +7,945 New
LSA
106
Lion Street Advisors
Texas
$273K – – –
UCFA
107
United Capital Financial Advisors
Texas
$252K -$2.93K -78 -1%
IA
108
Insight Advisors
Pennsylvania
$246K -$11.3K -300 -4%
CRWM
109
Castle Rock Wealth Management
California
$240K -$376 -10 -0.2%
IWC
110
Integrated Wealth Concepts
Massachusetts
$235K -$644K -17,139 -73%
MW
111
Marcum Wealth
Ohio
$226K – – –
SFG
112
Sovereign Financial Group
Connecticut
$219K – – –
OPS
113
Orion Portfolio Solutions
Nebraska
$212K +$212K +5,656 New
MCA
114
Magnolia Capital Advisors
Mississippi
$209K -$9.35K -250 -4%
RWA
115
Redhawk Wealth Advisors
Minnesota
$207K – – –
WAM
116
Worth Asset Management
Texas
$189K – – –
Fidelity Investments
117
Fidelity Investments
Massachusetts
$176K -$76.3K -2,035 -30%
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$156K +$56.4K +1,500 +57%
AW
119
Avion Wealth
Texas
$135K -$9.03K -241 -6%
IA
120
IFP Advisors
Florida
$115K – – –
WWP
121
WR Wealth Planners
Missouri
$102K -$3.91M -104,178 -97%
SIS
122
Sound Income Strategies
Florida
$101K – – –
PA
123
PSI Advisors
Florida
$100K – – –
SAM
124
Strategic Asset Management
Minnesota
$97K -$33.3K -885 -26%
CWM
125
Curi Wealth Management
North Carolina
$92K – – –
3 4
5
6 7