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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

194 hedge funds and large institutions have $1.78B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
194
Holders Change
+5
Holders Change %
+2.65%
% of All Funds
2.81%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
85
Reduced
55
Closed
13
Calls
$457K
Puts
$215K
Net Calls
+$242K
Net Calls Change
+$431K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$46.8M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$8.55M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
4
CAN
4
Cetera Advisor Networks
California
$26.1M
5
Ameriprise
5
Ameriprise
Minnesota
$7.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$280M
4
Wells Fargo
4
Wells Fargo
California
$111M
5
UBS Group
5
UBS Group
Switzerland
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
101
Sovereign Financial Group
Connecticut
$810K +$233K +4,884 +40%
EH
102
Equitable Holdings
New York
$735K +$11.8K +247 +2%
CA
103
Calton & Associates
Florida
$691K +$691K +14,486 New
IW
104
Imprint Wealth
South Carolina
$658K +$21K +440 +3%
LSA
105
Lion Street Advisors
Texas
$652K – – –
IAIM
106
International Assets Investment Management
Florida
$630K +$145K +3,046 +30%
AWM
107
Apollon Wealth Management
South Carolina
$606K -$81.8K -1,715 -12%
William Blair & Company
108
William Blair & Company
Illinois
$543K – – –
Envestnet Portfolio Solutions
109
Envestnet Portfolio Solutions
Illinois
$543K +$111K +2,324 +26%
Northern Trust
110
Northern Trust
Illinois
$525K – – –
LT
111
Legacy Trust
Michigan
$520K – – –
IA
112
Inspire Advisors
Idaho
$511K -$58K -1,215 -10%
SWM
113
Spire Wealth Management
Virginia
$510K -$19.1K -400 -4%
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$502K -$14.3K -300 -3%
IWC
115
Integrated Wealth Concepts
Massachusetts
$497K -$8.21K -172 -2%
WAM
116
WNY Asset Management
New York
$496K -$3.91K -82 -0.8%
BCM
117
Brookstone Capital Management
Illinois
$485K +$14.9K +313 +3%
GWSG
118
GPS Wealth Strategies Group
Colorado
$472K +$20.9K +437 +5%
SWM
119
Silverlake Wealth Management
Vermont
$468K -$17.9K -375 -4%
TWP
120
Tempus Wealth Planning
California
$467K – – –
OPS
121
Orion Portfolio Solutions
Nebraska
$459K – – –
BCI
122
Brinker Capital Investments
Pennsylvania
$459K – – –
Baird Financial Group
123
Baird Financial Group
Wisconsin
$458K – – –
MFA
124
Mayflower Financial Advisors
Massachusetts
$451K +$95 +2 +0%
GIA
125
Gladstone Institutional Advisory
Florida
$427K +$31.8K +666 +8%
3 4
5
6 7