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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

199 hedge funds and large institutions have $2.07B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 80 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
13
Increased
80
Reduced
51
Closed
15
Calls
$150K
Puts
$49K
Net Calls
+$101K
Net Calls Change
-$320K

Top Buyers

1
FS
1
Ferguson Shapiro
Georgia
$61.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$49.1M
3
LPL Financial
3
LPL Financial
California
$170M
4
FCM
4
Fourpath Capital Management
Oklahoma
$7.77M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$62.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$124M
2
CFA
2
Camarda Financial Advisors
Florida
$1.66M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$76.3M
4
KAS
4
Kestra Advisory Services
Texas
$21.2M
5
SPIA
5
Steward Partners Investment Advisory
New York
$7.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$938K -$194K -3,699 -17%
TWM
102
TCFG Wealth Management
California
$928K +$928K +17,651 New
Mariner
103
Mariner
Kansas
$927K – – –
AIFAIM
104
American Institute for Advanced Investment Management
Arizona
$926K -$507K -9,650 -35%
WG
105
Welch Group
Alabama
$925K -$158K -3,008 -15%
JCFM
106
JBR Co Financial Management
Oklahoma
$907K -$35.3K -672 -4%
C
107
CEDRUS
Colorado
$832K +$578K +10,993 +228%
GSEP
108
Golden State Equity Partners
California
$830K +$87.8K +1,669 +12%
SPC
109
Sigma Planning Corp
Michigan
$808K -$15.3K -291 -2%
LSA
110
Lion Street Advisors
Texas
$775K – – –
IWM
111
IHT Wealth Management
Illinois
$691K -$565K -10,776 -45%
AWM
112
Apollon Wealth Management
South Carolina
$667K – – –
Northern Trust
113
Northern Trust
Illinois
$656K – – –
AI
114
Atria Investments
North Carolina
$652K -$2.58K -49 -0.4%
IWC
115
Integrated Wealth Concepts
Massachusetts
$629K +$80.1K +1,525 +15%
IAS
116
Insigneo Advisory Services
Florida
$614K +$5.1K +97 +0.8%
William Blair & Company
117
William Blair & Company
Illinois
$598K – – –
SOS
118
Silver Oak Securities
Tennessee
$582K +$391K +7,476 +205%
SF
119
Synovus Financial
Georgia
$577K +$286K +5,442 +98%
PFS
120
Prospera Financial Services
Texas
$576K +$363K +6,910 +171%
LT
121
Legacy Trust
Michigan
$573K – – –
SWM
122
Spire Wealth Management
Virginia
$559K -$1.58K -30 -0.3%
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$553K – – –
WAM
124
WNY Asset Management
New York
$546K – – –
TWP
125
Tempus Wealth Planning
California
$530K – – –
3 4
5
6 7