We are live on ! Find out more
PTLC icon

Pacer Trendpilot US Large Cap ETF
PTLC

156 hedge funds and large institutions have $1.38B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 76 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 39

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

65% more call options, than puts

Call options by funds: $43K | Put options by funds: $26K

6% more capital invested

Capital invested by funds: $1.3B → $1.38B (+$82.3M)

1% more funds holding

Funds holding: 155 → 156 (+1)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

129.41% less ownership

Funds ownership: 195.61% → 66.2% (-129%)

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
16
Increased
76
Reduced
39
Closed
9
Calls
$43K
Puts
$26K
Net Calls
+$17K
Net Calls Change
-$1.28M

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$28.9M
2
LPL Financial
LPL Financial
California
+$11.7M
3
Wells Fargo
Wells Fargo
California
+$10.2M
4
FEG
Financial Enhancement Group
Indiana
+$6.89M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.45M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$2.68B
2
UBS Group
UBS Group
Switzerland
-$8.42M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.15M
4
AAS
Avantax Advisory Services
Texas
-$2.1M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
Silverlake Wealth Management
Vermont
$377K – – –
KC
102
Kinloch Capital
Virginia
$375K -$529 -14 -0.1%
BBHC
103
Brown Brothers Harriman & Co
New York
$371K – – –
PJSIMP
104
P.J. Schmidt Investment Management (PJS)
Wisconsin
$366K +$66.7K +1,767 +22%
EH
105
Equitable Holdings
New York
$362K +$80K +2,118 +28%
UCFA
106
United Capital Financial Advisors
Texas
$333K -$347K -9,200 -51%
MFG
107
Merit Financial Group
Georgia
$328K -$14.1K -374 -4%
IAS
108
Insigneo Advisory Services
Florida
$322K +$324K +8,580 New
SFG
109
SNS Financial Group
Minnesota
$313K – – –
SWM
110
Spire Wealth Management
Virginia
$304K – – –
KWM
111
Kingsview Wealth Management
Oregon
$304K -$11.5K -305 -4%
LT
112
Legacy Trust
Michigan
$287K +$289K +7,653 New
BWA
113
Burt Wealth Advisors
Maryland
$277K – – –
LSA
114
Lion Street Advisors
Texas
$272K +$18.9K +500 +8%
CFGS
115
Concourse Financial Group Securities
Alabama
$265K -$373K -9,880 -58%
IWM
116
IHT Wealth Management
Illinois
$251K +$1.36K +36 +0.5%
CRWM
117
Castle Rock Wealth Management
California
$241K +$831 +22 +0.3%
MW
118
Marcum Wealth
Ohio
$226K – – –
IWN
119
Independent Wealth Network
Iowa
$220K +$222K +5,868 New
SFG
120
Sovereign Financial Group
Connecticut
$217K -$1.47K -39 -0.7%
WS
121
Wedbush Securities
California
$216K +$1.77K +47 +0.8%
MCA
122
Magnolia Capital Advisors
Mississippi
$210K – – –
RWA
123
Redhawk Wealth Advisors
Minnesota
$207K – – –
PA
124
PSI Advisors
Florida
$158K +$28K +742 +21%
AW
125
Avion Wealth
Texas
$135K – – –
3 4
5
6 7

PTLC Hedge Fund Activity: Q4 2022 in Review

156 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2022, worth a combined $1.38B — up 6.3% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PTLC positions and 9 closed out — a net gain of 7 holders — while 76 added to existing stakes and 39 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $28.9M. The largest seller was CFS Investment Advisory Services, cutting an estimated $2.68B.

  • 156 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2022, up from 155 in Q3 2022.
  • Funds reported $1.38B of Pacer Trendpilot US Large Cap ETF stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 16 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2022 and 9 closed out, a net change of +7 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $28.9M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $2.68B sold.

Based on aggregated 13F filings for Q4 2022.