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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

147 hedge funds and large institutions have $1.13B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
–
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
17
Increased
43
Reduced
55
Closed
15
Calls
$72K
Puts
$105K
Net Calls
-$33K
Net Calls Change
+$34K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$40.8M
2
LFAS
2
Level Four Advisory Services
Texas
$13.5M
3
UBS Group
3
UBS Group
Switzerland
$62.2M
4
GWM
4
Geneos Wealth Management
Colorado
$7.95M
5
MCC
5
Money Concepts Capital
Florida
$4.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$200M
2
Morgan Stanley
2
Morgan Stanley
New York
$149M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.5M
4
LPL Financial
4
LPL Financial
California
$70.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
PSI Advisors
Florida
$103K – – –
CWM
127
Curi Wealth Management
North Carolina
$94K -$5.47K -142 -5%
BWM
128
Baystate Wealth Management
Massachusetts
$94K – – –
GWSG
129
GPS Wealth Strategies Group
Colorado
$94K +$94K +2,429 New
AWM
130
Aspire Wealth Management
Massachusetts
$52K – – –
TLCM
131
Twin Lakes Capital Management
California
$48K – – –
PCA
132
Providence Capital Advisors
North Carolina
$44K +$31.9K +855 +265%
T
133
TCWP
Ohio
$44K +$44K +1,144 New
GAM
134
Gemmer Asset Management
California
$41K – – –
KFI
135
Key Financial Inc
Pennsylvania
$38K – – –
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$36K -$7.66K -197 -18%
HIA
137
Harbor Investment Advisory
Maryland
$35K – – –
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$28K – – –
GFPC
139
Global Financial Private Client
Florida
$25.3K -$268K -6,869 -91%
S
140
SignatureFD
Georgia
$25K +$25K +653 New
HWMA
141
Heritage Wealth Management (Arizona)
Arizona
$21K +$21K +535 New
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$19K -$14.9K -383 -44%
DHGWA
143
Dixon Hughes Goodman Wealth Advisors
North Carolina
$18K – – –
BFEC
144
Benjamin F. Edwards & Company
Missouri
$18K – – –
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$14K – – –
FF
146
FourThought Financial
Florida
$10K – – –
AF
147
Advisornet Financial
Minnesota
$5K – – –
Jane Street
148
Jane Street
New York
– -$1.62M -38,881 Closed
IFG
149
Investors Financial Group
Minnesota
– -$560K -13,485 Closed
OA
150
Oxbow Advisors
Texas
– -$340K -8,192 Closed
3 4 5
6
7