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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

175 hedge funds and large institutions have $1.41B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
22
Increased
54
Reduced
56
Closed
17
Calls
$183K
Puts
$128K
Net Calls
+$55K
Net Calls Change
-$199K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$101M
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.92M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.33M
5
AI
5
Atria Investments
North Carolina
$5.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$247M
2
VWA
2
V Wealth Advisors
Kansas
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$8.9M
5
FSA
5
Financial Services Advisory
Maryland
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
101
Equitable Holdings
New York
$505K +$63.3K +1,585 +14%
William Blair & Company
102
William Blair & Company
Illinois
$464K – – –
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$450K -$20.1K -503 -4%
SWM
104
Spire Wealth Management
Virginia
$443K – – –
Northern Trust
105
Northern Trust
Illinois
$439K – – –
IWC
106
Integrated Wealth Concepts
Massachusetts
$397K +$397K +9,928 New
SIA
107
Soltis Investment Advisors
Utah
$393K -$22.8K -570 -5%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$388K -$3.52K -88 -0.9%
OPS
109
Orion Portfolio Solutions
Nebraska
$387K -$919 -23 -0.2%
BCI
110
Brinker Capital Investments
Pennsylvania
$387K -$919 -23 -0.2%
SWM
111
Silverlake Wealth Management
Vermont
$382K – – –
GWSG
112
GPS Wealth Strategies Group
Colorado
$378K – – –
MFA
113
Mayflower Financial Advisors
Massachusetts
$378K – – –
BBHC
114
Brown Brothers Harriman & Co
New York
$355K – – –
TWP
115
Tempus Wealth Planning
California
$351K -$4K -100 -1%
MFG
116
Merit Financial Group
Georgia
$350K – – –
IAS
117
Insigneo Advisory Services
Florida
$343K – – –
GIA
118
Gladstone Institutional Advisory
Florida
$331K +$200 +5 +0.1%
WAM
119
WNY Asset Management
New York
$325K +$325K +8,129 New
FIM
120
Freedom Investment Management
Connecticut
$320K -$79.2K -1,981 -20%
Millennium Management
121
Millennium Management
New York
$312K +$312K +7,812 New
LT
122
Legacy Trust
Michigan
$306K – – –
SFG
123
Sovereign Financial Group
Connecticut
$306K +$59.9K +1,500 +24%
SFC
124
Strategic Financial Concepts
Texas
$298K – – –
BWA
125
Burt Wealth Advisors
Maryland
$295K – – –
3 4
5
6 7