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Pacer Trendpilot US Large Cap ETF

155 hedge funds and large institutions have $1.3B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,781% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $73K

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

133.52% more ownership

Funds ownership: 62.1%195.61% (+134%)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 143155 (+12)

5% more capital invested

Capital invested by funds: $1.24B → $1.3B (+$58.7M)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.67%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
48
Reduced
49
Closed
6
Calls
$1.37M
Puts
$73K
Net Calls
+$1.3M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
126
Avion Wealth
Texas
$136K
PA
127
PSI Advisors
Florida
$131K +$30.6K +813 +31%
IA
128
IFP Advisors
Florida
$115K
Fidelity Investments
129
Fidelity Investments
Massachusetts
$107K -$69.3K -1,844 -39%
SIS
130
Sound Income Strategies
Florida
$101K
CF
131
Centaurus Financial
California
$100K +$99.4K +2,643 New
BWM
132
Baystate Wealth Management
Massachusetts
$91K
First Manhattan
133
First Manhattan
New York
$74K +$74.4K +1,978 New
WWP
134
WR Wealth Planners
Missouri
$64.6K -$38.1K -1,012 -37%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$56K +$20.7K +550 +59%
AWM
136
Aspire Wealth Management
Massachusetts
$51K
TLCM
137
Twin Lakes Capital Management
California
$47K +$46.6K +1,238 New
HGERS
138
Householder Group Estate & Retirement Specialist
Arizona
$43K +$43K +1,143 New
PCA
139
Providence Capital Advisors
North Carolina
$42K
KFI
140
Key Financial Inc
Pennsylvania
$37K
S
141
SignatureFD
Georgia
$37K +$10.7K +284 +40%
FFA
142
Founders Financial Alliance
North Carolina
$35K
HIA
143
Harbor Investment Advisory
Maryland
$34K
GI
144
Gradient Investments
Minnesota
$27K
LS
145
Leelyn Smith
Illinois
$24K +$24.4K +648 New
SAM
146
Strategic Asset Management
Minnesota
$23K
BFEC
147
Benjamin F. Edwards & Company
Missouri
$22K
GFPC
148
Global Financial Private Client
Florida
$21.9K -$2.48K -66 -10%
HWMA
149
Heritage Wealth Management (Arizona)
Arizona
$20K
PWS
150
Paragon Wealth Strategies
Florida
$12K +$12K +319 New

PTLC Hedge Fund Activity: Q3 2022 in Review

155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2022, worth a combined $1.3B — up 4.7% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PTLC positions and 6 closed out — a net gain of 14 holders — while 48 added to existing stakes and 49 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $2.66B. The largest seller was Koss-Olinger Consulting, cutting an estimated $16.9M.

  • 155 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2022, up from 143 in Q2 2022.
  • Funds reported $1.3B of Pacer Trendpilot US Large Cap ETF stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 20 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q3 2022 and 6 closed out, a net change of +14 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $2.66B added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q3 2022 was Koss-Olinger Consulting, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2022.