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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

202 hedge funds and large institutions have $1.87B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
2.94%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
23
Increased
69
Reduced
59
Closed
10
Calls
$480K
Puts
$59K
Net Calls
+$421K
Net Calls Change
+$179K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$29.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$223M
3
Bank of America
3
Bank of America
North Carolina
$302M
4
OP
4
ORG Partners
Indiana
$6.35M
5
Wells Fargo
5
Wells Fargo
California
$122M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$58.4M
2
APS
2
American Planning Services
Florida
$14.4M
3
MCA
3
Magnolia Capital Advisors
Mississippi
$0
4
CG
4
Clarus Group
Texas
$270K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$836K -$104K -2,090 -11%
WWM
102
Western Wealth Management
Colorado
$809K -$113K -2,275 -12%
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$808K +$242K +4,871 +43%
FIM
104
Freedom Investment Management
Connecticut
$799K +$372K +7,472 +87%
SPC
105
Sigma Planning Corp
Michigan
$779K -$123K -2,474 -14%
LSA
106
Lion Street Advisors
Texas
$734K -$15.3K -307 -2%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$729K +$289K +5,792 +66%
GSEP
108
Golden State Equity Partners
California
$703K +$703K +14,120 New
IAIM
109
International Assets Investment Management
Florida
$660K +$1.99K +40 +0.3%
AWM
110
Apollon Wealth Management
South Carolina
$632K – – –
Northern Trust
111
Northern Trust
Illinois
$621K +$73.8K +1,484 +13%
AI
112
Atria Investments
North Carolina
$620K +$620K +12,454 New
William Blair & Company
113
William Blair & Company
Illinois
$566K – – –
IAS
114
Insigneo Advisory Services
Florida
$548K +$203K +4,303 +59%
LT
115
Legacy Trust
Michigan
$543K – – –
SWM
116
Spire Wealth Management
Virginia
$530K -$1.49K -30 -0.3%
SI
117
Stephens Inc
Arkansas
$524K +$117K +2,344 +29%
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$523K – – –
IWC
119
Integrated Wealth Concepts
Massachusetts
$520K +$1.49K +30 +0.3%
WAM
120
WNY Asset Management
New York
$517K – – –
IA
121
Inspire Advisors
Idaho
$502K -$30.3K -609 -6%
TWP
122
Tempus Wealth Planning
California
$502K +$14.9K +300 +3%
GWSG
123
GPS Wealth Strategies Group
Colorado
$492K – – –
SWM
124
Silverlake Wealth Management
Vermont
$488K – – –
SA
125
Sanctuary Advisors
Indiana
$479K +$479K +10,322 New
3 4
5
6 7