PTLC icon

Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

170 hedge funds and large institutions have $1.37B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.68%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
20
Increased
47
Reduced
78
Closed
15
Calls
$284K
Puts
$30K
Net Calls
+$254K
Net Calls Change
+$104K

Top Buyers

1
APS
1
American Planning Services
Florida
$18M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$42.5M
3
IAIM
3
International Assets Investment Management
Florida
$4.11M
4
MCA
4
Magnolia Capital Advisors
Mississippi
$3.45M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$262M
2
Wells Fargo
2
Wells Fargo
California
$95.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$147M
4
UBS Group
4
UBS Group
Switzerland
$62.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.42K
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
101
Good Life Advisors
Pennsylvania
$419K -$46.1K -1,116 -10%
FIM
102
Freedom Investment Management
Connecticut
$412K -$11.9K -287 -3%
VA
103
Valmark Advisers
Ohio
$409K -$135K -3,265 -25%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$405K -$6.73K -163 -2%
OPS
105
Orion Portfolio Solutions
Nebraska
$401K -$9.42K -228 -2%
BCI
106
Brinker Capital Investments
Pennsylvania
$401K -$9.42K -228 -2%
SWM
107
Silverlake Wealth Management
Vermont
$395K -$20.7K -500 -5%
GWSG
108
GPS Wealth Strategies Group
Colorado
$390K -$21.9K -530 -5%
MFA
109
Mayflower Financial Advisors
Massachusetts
$390K -$152K -3,684 -28%
BBHC
110
Brown Brothers Harriman & Co
New York
$367K -$41.3K -1,000 -10%
TWP
111
Tempus Wealth Planning
California
$367K +$2.48K +60 +0.7%
MFG
112
Merit Financial Group
Georgia
$361K – – –
IAS
113
Insigneo Advisory Services
Florida
$354K – – –
GIA
114
Gladstone Institutional Advisory
Florida
$342K +$4.83K +117 +1%
LA
115
LVW Advisors
New York
$328K -$54.6K -1,321 -14%
IA
116
Insight Advisors
Pennsylvania
$317K -$213K -5,168 -40%
LT
117
Legacy Trust
Michigan
$316K – – –
GSEP
118
Golden State Equity Partners
California
$314K -$111K -2,676 -26%
SFC
119
Strategic Financial Concepts
Texas
$308K +$308K +7,450 New
BWA
120
Burt Wealth Advisors
Maryland
$305K – – –
KC
121
Kinloch Capital
Virginia
$295K -$76.9K -1,861 -21%
BCM
122
Brookstone Capital Management
Illinois
$290K +$290K +7,109 New
Ameriprise
123
Ameriprise
Minnesota
$289K -$97.1K -2,350 -25%
PFS
124
Prospera Financial Services
Texas
$275K +$275K +6,667 New
RIA
125
Regal Investment Advisors
Michigan
$271K -$74K -1,791 -21%
3 4
5
6 7