PTLC icon

Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

129 hedge funds and large institutions have $1.62B invested in Pacer Trendpilot US Large Cap ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
24
Increased
62
Reduced
29
Closed
18
Calls
$2K
Puts
$74K
Net Calls
-$72K
Net Calls Change
-$72K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$30.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$23.5M
3
Morgan Stanley
Morgan Stanley
New York
+$19.3M
4
RJA
Raymond James & Associates
Florida
+$13.8M
5
MHS
M Holdings Securities
Oregon
+$9.71M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$31.4M
2
Wells Fargo
Wells Fargo
California
-$20.8M
3
HighTower Advisors
HighTower Advisors
Illinois
-$17M
4
FSA
Financial Services Advisory
Maryland
-$16M
5
IAA
Independent Advisor Alliance
North Carolina
-$9.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
126
Pinnacle Bancorp
Nebraska
$12K +$12K +435 New
JGIA
127
Jackson Grant Investment Advisers
Connecticut
$9K +$9K +336 New
CAL
128
Capital Analysts LLC
Pennsylvania
$7K – – –
BWL
129
Bogart Wealth LLC
Virginia
$4K +$4K +161 New
FSA
130
Financial Services Advisory
Maryland
– -$16M -479,234 Closed
IAA
131
Independent Advisor Alliance
North Carolina
– -$9.93M -296,695 Closed
SWA
132
SFMG Wealth Advisors
Texas
– -$2.34M -70,059 Closed
SWP
133
Stratos Wealth Partners
Ohio
– -$2.09M -62,421 Closed
CS
134
Credit Suisse
Switzerland
– -$1.75M -52,240 Closed
WI
135
Wintrust Investments
Illinois
– -$851K -25,420 Closed
JWCA
136
J.W. Cole Advisors
Florida
– -$720K -21,517 Closed
Goldman Sachs
137
Goldman Sachs
New York
– -$491K -14,673 Closed
FAAS
138
First Allied Advisory Services
California
– -$425K -12,685 Closed
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
– -$314K -9,380 Closed
PAS
140
Park Avenue Securities
New York
– -$308K -9,213 Closed
CIAS
141
Capital Investment Advisory Services
North Carolina
– -$294K -8,800 Closed
IWC
142
Integrated Wealth Concepts
Massachusetts
– -$235K -7,034 Closed
SSB
143
Sandy Spring Bank
Maryland
– -$79K -2,355 Closed
ACM
144
Allred Capital Management
Texas
– -$70.3K -2,101 Closed
OPS
145
Orion Portfolio Solutions
Nebraska
– -$29K -868 Closed
US Bancorp
146
US Bancorp
Minnesota
– -$29K -856 Closed
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -35 Closed
2 3 4 5
6