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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

155 hedge funds and large institutions have $1.3B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 6 closing their positions.

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.68%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
48
Reduced
49
Closed
6
Calls
$1.37M
Puts
$73K
Net Calls
+$1.3M
Net Calls Change
+$1.32M

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$72.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$58.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$169M
4
LPL Financial
4
LPL Financial
California
$78.5M
5
UBS Group
5
UBS Group
Switzerland
$90.9M

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$20.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$33M
3
GWM
3
Geneos Wealth Management
Colorado
$4.87M
4
AAS
4
Avantax Advisory Services
Texas
$6.3M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
101
Merit Financial Group
Georgia
$344K – – –
TSS
102
Two Sigma Securities
New York
$319K +$319K +8,471 New
KWM
103
Kingsview Wealth Management
Oregon
$317K – – –
SFG
104
SNS Financial Group
Minnesota
$314K – – –
SWP
105
Stratos Wealth Partners
Ohio
$309K +$309K +8,210 New
SWM
106
Spire Wealth Management
Virginia
$306K -$320K -8,501 -51%
LWP
107
Legacy Wealth Planning
Nevada
$305K +$305K +8,100 New
PJSIMP
108
P.J. Schmidt Investment Management (PJS)
Wisconsin
$302K +$1.89K +50 +0.6%
OPS
109
Orion Portfolio Solutions
Nebraska
$289K +$75.7K +2,007 +35%
EH
110
Equitable Holdings
New York
$284K -$315K -8,350 -53%
VA
111
Valmark Advisers
Ohio
$284K +$284K +7,539 New
BWA
112
Burt Wealth Advisors
Maryland
$278K -$24.8K -657 -8%
IWM
113
IHT Wealth Management
Illinois
$251K +$251K +6,663 New
IA
114
Insight Advisors
Pennsylvania
$250K +$3.76K +100 +2%
CRWM
115
Castle Rock Wealth Management
California
$240K – – –
RFC
116
Regions Financial Corp
Alabama
$237K +$237K +6,300 New
LSA
117
Lion Street Advisors
Texas
$233K -$18.7K -500 -7%
MW
118
Marcum Wealth
Ohio
$227K – – –
SFG
119
Sovereign Financial Group
Connecticut
$220K – – –
IWC
120
Integrated Wealth Concepts
Massachusetts
$216K -$19.8K -526 -8%
WS
121
Wedbush Securities
California
$215K -$621K -16,497 -74%
MCA
122
Magnolia Capital Advisors
Mississippi
$211K – – –
RWA
123
Redhawk Wealth Advisors
Minnesota
$208K – – –
SF
124
Synovus Financial
Georgia
$200K +$200K +5,281 New
WAM
125
Worth Asset Management
Texas
$189K – – –
3 4
5
6 7