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Pacer Trendpilot US Large Cap ETF

143 hedge funds and large institutions have $1.24B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $1.13B → $1.24B (+$112M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

3% less funds holding

Funds holding: 147143 (-4)

16% less call options, than puts

Call options by funds: $113K | Put options by funds: $135K

146.09% less ownership

Funds ownership: 208.18%62.1% (-146%)

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
11
Increased
46
Reduced
51
Closed
12
Calls
$113K
Puts
$135K
Net Calls
-$22K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
126
Baystate Wealth Management
Massachusetts
$91K
AWM
127
Aspire Wealth Management
Massachusetts
$51K
PCA
128
Providence Capital Advisors
North Carolina
$42K -$2.07K -55 -5%
KFI
129
Key Financial Inc
Pennsylvania
$37K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$35K
FFA
131
Founders Financial Alliance
North Carolina
$35K +$34.9K +926 New
HIA
132
Harbor Investment Advisory
Maryland
$34K
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$27K
GI
134
Gradient Investments
Minnesota
$27K +$27K +716 New
CFGS
135
Concourse Financial Group Securities
Alabama
$26K -$134K -3,550 -84%
S
136
SignatureFD
Georgia
$26K +$1.89K +50 +8%
GFPC
137
Global Financial Private Client
Florida
$24.3K
BFEC
138
Benjamin F. Edwards & Company
Missouri
$22K +$4.26K +113 +24%
HWMA
139
Heritage Wealth Management (Arizona)
Arizona
$20.1K
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$13K
FF
141
FourThought Financial
Florida
$9K
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$289
BRWM
143
B. Riley Wealth Management
Tennessee
$237 -$119K -3,146 -33%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
-$1.47M -37,919 Closed
LA
145
Latitude Advisors
Florida
-$846K -21,771 Closed
HF
146
Halpern Financial
Virginia
-$511K -13,160 Closed
SF
147
Synovus Financial
Georgia
-$388K -9,979 Closed
Goldman Sachs
148
Goldman Sachs
New York
-$315K -8,107 Closed
OIA
149
OneDigital Investment Advisors
Kansas
-$278K -7,145 Closed
CF
150
Centaurus Financial
California
-$103K -2,643 Closed

PTLC Hedge Fund Activity: Q2 2022 in Review

143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2022, worth a combined $1.24B — up 9.9% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PTLC and 11 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 46 added.

The largest buyer was Bank of America, adding an estimated $70.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $2.73B.

  • 143 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2022, down from 147 in Q1 2022.
  • Funds reported $1.24B of Pacer Trendpilot US Large Cap ETF stock for Q2 2022, up 9.9% quarter-over-quarter.
  • 11 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2022 and 12 closed out, a net change of -1 holder.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2022 was Bank of America, an estimated $70.5M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $2.73B sold.

Based on aggregated 13F filings for Q2 2022.