Pacer Trendpilot US Large Cap ETF
PTLC
126 hedge funds and large institutions have $1.07B invested in Pacer Trendpilot US Large Cap ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 9 closing their positions.
270% more call options, than puts
Call options by funds: $100K | Put options by funds: $27K
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
0% less capital invested
Capital invested by funds: $1.07B → $1.07B (-$975K)
2% less funds holding
Funds holding: 128 → 126 (-2)
1.7% less ownership
Funds ownership: 57.72% → 56.02% (-1.7%)
25% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 55
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$27.4M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$9.02M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.7M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$1.29M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$35M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$13M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.23M |
| 4 |
Morgan Stanley
New York
|
-$9.1M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$8.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
Pacer Advisors
Malvern,
Pennsylvania
| – | -$8.36M | -240,707 | Closed |
|
|
F
127
F3Logic
Burnsville,
Minnesota
| – | -$5.67M | -163,360 | Closed |
|
|
MHS
128
M Holdings Securities
Portland,
Oregon
| – | -$4.48M | -128,861 | Closed |
|
|
KOC
129
Koss-Olinger Consulting
Gainesville,
Florida
| – | -$2.21M | -63,627 | Closed |
|
|
AI
130
Atria Investments
Charlotte,
North Carolina
| – | -$2.06M | -59,388 | Closed |
|
|
VC
131
Veracity Capital
Atlanta,
Georgia
| – | -$566K | -16,278 | Closed |
|
|
WFAG
132
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| – | -$279K | -8,027 | Closed |
|
|
AWM
133
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$250K | -7,193 | Closed |
|
|
AIC
134
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$24.3K | -700 | Closed |
|
135
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$73 | +2 | +25% |
|
PTLC Hedge Fund Activity: Q2 2021 in Review
126 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2021, worth a combined $1.07B — down 0.09% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PTLC positions and 9 closed out — a net gain of 1 holder — while 41 added to existing stakes and 55 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $27.4M. The largest seller was Bank of America, cutting an estimated $35M.
- 126 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2021, down from 128 in Q1 2021.
- Funds reported $1.07B of Pacer Trendpilot US Large Cap ETF stock for Q2 2021, down 0.09% quarter-over-quarter.
- 10 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2021 and 9 closed out, a net change of +1 holder.
- The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2021 was Creative Planning, an estimated $27.4M added.
- The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2021 was Bank of America, an estimated $35M sold.
Based on aggregated 13F filings for Q2 2021.