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Pacer Trendpilot US Large Cap ETF

245 hedge funds and large institutions have $2.23B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 7

229% more call options, than puts

Call options by funds: $135K | Put options by funds: $41K

46% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 57

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

22% more funds holding

Funds holding: 201245 (+44)

8% more capital invested

Capital invested by funds: $2.07B → $2.23B (+$157M)

0.71% more ownership

Funds ownership: 66.05%66.76% (+0.71%)

Holders
245
Holders Change
+44
Holders Change %
+21.89%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
57
Increased
83
Reduced
57
Closed
7
Calls
$135K
Puts
$41K
Net Calls
+$94K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
101
Strategic Financial Partners
Oregon
$1.18M +$270 +5 +0%
BRWA
102
B. Riley Wealth Advisors
Florida
$1.08M -$870K -16,133 -44%
WWA
103
WCG Wealth Advisors
Nevada
$1.05M -$149K -2,768 -12%
PFS
104
Prospera Financial Services
Texas
$1.03M +$449K +8,332 +76%
SG
105
StoneX Group
New York
$1.03M +$1.03M +19,131 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$1.02M
PJSIMP
107
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.01M -$14.1K -262 -1%
FPAS
108
Focus Partners Advisor Solutions
Missouri
$993K +$1M +18,588 New
WG
109
Welch Group
Alabama
$945K
Mariner
110
Mariner
Kansas
$943K
FIM
111
Freedom Investment Management
Connecticut
$942K -$79.8K -1,479 -8%
JCFM
112
JBR Co Financial Management
Oklahoma
$918K -$5.02K -93 -0.5%
SA
113
Sanctuary Advisors
Indiana
$911K -$41.2K -764 -4%
AAP
114
Arax Advisory Partners
Colorado
$902K +$911K +16,883 New
AIFAIM
115
American Institute for Advanced Investment Management
Arizona
$885K -$57.2K -1,060 -6%
TWM
116
TCFG Wealth Management
California
$827K -$117K -2,175 -12%
SPC
117
Sigma Planning Corp
Michigan
$817K -$3.88K -72 -0.5%
Goldman Sachs
118
Goldman Sachs
New York
$794K -$890K -16,493 -53%
LSA
119
Lion Street Advisors
Texas
$789K
SOS
120
Silver Oak Securities
Tennessee
$763K +$167K +3,103 +28%
IAIM
121
International Assets Investment Management
Florida
$758K +$767K +14,221 New
KWA
122
Kingswood Wealth Advisors
California
$750K +$757K +14,035 New
WWM
123
Western Wealth Management
Colorado
$747K -$1.24M -22,988 -62%
Citadel Advisors
124
Citadel Advisors
Florida
$737K -$219K -4,061 -23%
MIC
125
Meridian Investment Counsel
California
$705K +$712K +13,200 New

PTLC Hedge Fund Activity: Q4 2024 in Review

245 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2024, worth a combined $2.23B — up 7.6% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PTLC positions and 7 closed out — a net gain of 50 holders — while 83 added to existing stakes and 57 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.4M. The largest seller was Osaic Holdings, cutting an estimated $10.8M.

  • 245 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2024, up from 201 in Q3 2024.
  • Funds reported $2.23B of Pacer Trendpilot US Large Cap ETF stock for Q4 2024, up 7.6% quarter-over-quarter.
  • 57 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2024 and 7 closed out, a net change of +50 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $13.4M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2024 was Osaic Holdings, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2024.