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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

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.

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.52%
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

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$96.2M
2
LPL Financial
2
LPL Financial
California
$89.7M
3
Wells Fargo
3
Wells Fargo
California
$94.6M
4
FEG
4
Financial Enhancement Group
Indiana
$7.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.5M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$70.1M
2
UBS Group
2
UBS Group
Switzerland
$82.2M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$28.7M
4
AAS
4
Avantax Advisory Services
Texas
$4.18M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
Silverlake Wealth Management
Vermont
$377K – – –
KC
102
Kinloch Capital
Virginia
$375K -$525 -14 -0.1%
BBHC
103
Brown Brothers Harriman & Co
New York
$371K – – –
PJSIMP
104
P.J. Schmidt Investment Management (PJS)
Wisconsin
$366K +$66.2K +1,767 +22%
EH
105
Equitable Holdings
New York
$362K +$79.4K +2,118 +28%
UCFA
106
United Capital Financial Advisors
Texas
$333K -$345K -9,200 -51%
MFG
107
Merit Financial Group
Georgia
$328K -$14K -374 -4%
IAS
108
Insigneo Advisory Services
Florida
$322K +$322K +8,580 New
SFG
109
SNS Financial Group
Minnesota
$313K – – –
SWM
110
Spire Wealth Management
Virginia
$304K – – –
KWM
111
Kingsview Wealth Management
Oregon
$304K -$11.4K -305 -4%
LT
112
Legacy Trust
Michigan
$287K +$287K +7,653 New
BWA
113
Burt Wealth Advisors
Maryland
$277K – – –
LSA
114
Lion Street Advisors
Texas
$272K +$20.2K +500 +8%
CFGS
115
Concourse Financial Group Securities
Alabama
$265K -$370K -9,880 -58%
IWM
116
IHT Wealth Management
Illinois
$251K +$1.35K +36 +0.5%
CRWM
117
Castle Rock Wealth Management
California
$241K +$827 +22 +0.3%
MW
118
Marcum Wealth
Ohio
$226K – – –
IWN
119
Independent Wealth Network
Iowa
$220K +$220K +5,868 New
SFG
120
Sovereign Financial Group
Connecticut
$217K -$1.46K -39 -0.7%
WS
121
Wedbush Securities
California
$216K +$1.76K +47 +0.8%
MCA
122
Magnolia Capital Advisors
Mississippi
$210K – – –
RWA
123
Redhawk Wealth Advisors
Minnesota
$207K – – –
PA
124
PSI Advisors
Florida
$158K +$27.8K +742 +21%
AW
125
Avion Wealth
Texas
$135K – – –
3 4
5
6 7