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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

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
Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.68%
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

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$70.9M
2
Osaic Holdings
Osaic Holdings
Arizona
+$38.1M
3
Morgan Stanley
Morgan Stanley
New York
+$15.1M
4
LPL Financial
LPL Financial
California
+$6.62M
5
UBS Group
UBS Group
Switzerland
+$5.18M

Top Sellers

1
KOC
Koss-Olinger Consulting
Florida
-$16.9M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.5M
3
GWM
Geneos Wealth Management
Colorado
-$2.53M
4
AAS
Avantax Advisory Services
Texas
-$2.23M
5
AWM
AE Wealth Management
Kansas
-$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$69.2K -1,844 -39%
SIS
130
Sound Income Strategies
Florida
$101K – – –
CF
131
Centaurus Financial
California
$100K +$100K +2,643 New
BWM
132
Baystate Wealth Management
Massachusetts
$91K – – –
First Manhattan
133
First Manhattan
New York
$74K +$74K +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 +$20.9K +550 +59%
AWM
136
Aspire Wealth Management
Massachusetts
$51K – – –
TLCM
137
Twin Lakes Capital Management
California
$47K +$47K +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 +$10.6K +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 +$24K +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 -$2.49K -66 -10%
HWMA
149
Heritage Wealth Management (Arizona)
Arizona
$20K – – –
PWS
150
Paragon Wealth Strategies
Florida
$12K +$12K +319 New
3 4 5
6
7