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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

166 hedge funds and large institutions have $1.23B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 74 reducing their positions, and 13 closing their positions.

Holders
166
Holders Change
+10
Holders Change %
+6.41%
% of All Funds
2.66%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
24
Increased
42
Reduced
74
Closed
13
Calls
$154K
Puts
$4K
Net Calls
+$150K
Net Calls Change
+$133K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$26.3M
2
WI
2
WBI Investments
New Jersey
$8.07M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.69M
4
GWM
4
Geneos Wealth Management
Colorado
$7.03M
5
JCM
5
J2 Capital Management
Michigan
$3.86M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$60.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Bank of America
3
Bank of America
North Carolina
$250M
4
UBS Group
4
UBS Group
Switzerland
$61.6M
5
SPC
5
Sigma Planning Corp
Michigan
$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
101
Freedom Investment Management
Connecticut
$391K -$4.84K -127 -1%
EH
102
Equitable Holdings
New York
$389K +$20.9K +550 +6%
SWM
103
Silverlake Wealth Management
Vermont
$383K – – –
GWSG
104
GPS Wealth Strategies Group
Colorado
$380K +$380K +9,982 New
Baird Financial Group
105
Baird Financial Group
Wisconsin
$379K -$37.6K -988 -9%
OPS
106
Orion Portfolio Solutions
Nebraska
$378K -$13.4K -353 -3%
BCI
107
Brinker Capital Investments
Pennsylvania
$378K +$378K +9,937 New
BBHC
108
Brown Brothers Harriman & Co
New York
$376K – – –
Ameriprise
109
Ameriprise
Minnesota
$356K -$53.6K -1,408 -13%
LA
110
LVW Advisors
New York
$352K -$3.53M -92,825 -91%
KC
111
Kinloch Capital
Virginia
$343K -$38K -999 -10%
TWP
112
Tempus Wealth Planning
California
$336K -$98K -2,575 -23%
MFG
113
Merit Financial Group
Georgia
$333K – – –
MA
114
Mutual Advisors
Nebraska
$329K +$329K +8,642 New
IAS
115
Insigneo Advisory Services
Florida
$327K – – –
RIA
116
Regal Investment Advisors
Michigan
$318K +$318K +8,361 New
GIA
117
Gladstone Institutional Advisory
Florida
$311K +$311K +8,167 New
LT
118
Legacy Trust
Michigan
$291K – – –
PJSIMP
119
P.J. Schmidt Investment Management (PJS)
Wisconsin
$284K -$89.8K -2,345 -24%
BWA
120
Burt Wealth Advisors
Maryland
$281K – – –
SF
121
Synovus Financial
Georgia
$268K +$268K +7,040 New
CRWM
122
Castle Rock Wealth Management
California
$234K -$10.5K -276 -4%
IWN
123
Independent Wealth Network
Iowa
$233K +$9.9K +260 +4%
MW
124
Marcum Wealth
Ohio
$229K – – –
MCA
125
Magnolia Capital Advisors
Mississippi
$228K +$15.2K +400 +7%
3 4
5
6 7