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Pacer Trendpilot US Large Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

1,781% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $73K

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

133.52% more ownership

Funds ownership: 62.1%195.61% (+134%)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 143155 (+12)

5% more capital invested

Capital invested by funds: $1.24B → $1.3B (+$58.7M)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.67%
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
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$1.88K +50 +0.6%
OPS
109
Orion Portfolio Solutions
Nebraska
$289K +$75.5K +2,007 +35%
EH
110
Equitable Holdings
New York
$284K -$314K -8,350 -53%
VA
111
Valmark Advisers
Ohio
$284K +$283K +7,539 New
BWA
112
Burt Wealth Advisors
Maryland
$278K -$24.7K -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 -$18.8K -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 -$620K -16,497 -74%
MCA
122
Magnolia Capital Advisors
Mississippi
$211K
RWA
123
Redhawk Wealth Advisors
Minnesota
$208K
SF
124
Synovus Financial
Georgia
$200K +$199K +5,281 New
WAM
125
Worth Asset Management
Texas
$189K

PTLC Hedge Fund Activity: Q3 2022 in Review

155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2022, worth a combined $1.3B — up 4.7% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PTLC positions and 6 closed out — a net gain of 14 holders — while 48 added to existing stakes and 49 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $2.66B. The largest seller was Koss-Olinger Consulting, cutting an estimated $16.9M.

  • 155 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2022, up from 143 in Q2 2022.
  • Funds reported $1.3B of Pacer Trendpilot US Large Cap ETF stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 20 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q3 2022 and 6 closed out, a net change of +14 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $2.66B added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q3 2022 was Koss-Olinger Consulting, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2022.