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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

189 hedge funds and large institutions have $1.8B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
27
Increased
75
Reduced
61
Closed
12
Calls
$76K
Puts
$265K
Net Calls
-$189K
Net Calls Change
-$244K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
FS
2
Ferguson Shapiro
Georgia
$31M
3
LPL Financial
3
LPL Financial
California
$132M
4
Wells Fargo
4
Wells Fargo
California
$110M
5
AAS
5
Avantax Advisory Services
Texas
$10.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$63.9M
2
OFS
2
OneAscent Financial Services
Alabama
$298K
3
AI
3
Atria Investments
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$264M
5
SPC
5
Sigma Planning Corp
Michigan
$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Apollon Wealth Management
South Carolina
$624K +$624K +14,415 New
DADC
102
D.A. Davidson & Co
Montana
$602K -$41.8K -967 -6%
IW
103
Imprint Wealth
South Carolina
$585K +$23.5K +537 +4%
CCFM
104
Clear Creek Financial Management
Washington
$574K -$201K -4,644 -26%
SFG
105
Sovereign Financial Group
Connecticut
$523K +$192K +4,443 +58%
IA
106
Inspire Advisors
Idaho
$516K -$1.15M -26,511 -69%
William Blair & Company
107
William Blair & Company
Illinois
$492K -$10.5K -243 -2%
SWM
108
Spire Wealth Management
Virginia
$487K – – –
Northern Trust
109
Northern Trust
Illinois
$476K – – –
LT
110
Legacy Trust
Michigan
$472K +$141K +3,250 +42%
EP
111
Eudaimonia Partners
Tennessee
$469K -$613K -14,157 -57%
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$468K -$19.5K -450 -4%
IWC
113
Integrated Wealth Concepts
Massachusetts
$458K +$28.6K +660 +7%
WAM
114
WNY Asset Management
New York
$453K +$102K +2,350 +29%
Bank of New York Mellon
115
Bank of New York Mellon
New York
$453K +$453K +10,476 New
SWM
116
Silverlake Wealth Management
Vermont
$440K +$27K +624 +7%
IAIM
117
International Assets Investment Management
Florida
$440K +$440K +10,170 New
BCM
118
Brookstone Capital Management
Illinois
$426K +$142K +3,282 +50%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$426K -$190K -4,330 -31%
TWP
120
Tempus Wealth Planning
California
$423K +$43.3K +1,000 +11%
Jane Street
121
Jane Street
New York
$421K +$421K +9,741 New
OPS
122
Orion Portfolio Solutions
Nebraska
$415K -$3.33K -77 -0.8%
BCI
123
Brinker Capital Investments
Pennsylvania
$415K -$3.33K -77 -0.8%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$415K -$4.89K -113 -1%
GWSG
125
GPS Wealth Strategies Group
Colorado
$409K – – –
3 4
5
6 7