PTLC icon

Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

156 hedge funds and large institutions have $1.38B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 76 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
16
Increased
76
Reduced
39
Closed
9
Calls
$43K
Puts
$26K
Net Calls
+$17K
Net Calls Change
-$1.28M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$96.2M
2
LPL Financial
2
LPL Financial
California
$89.7M
3
Wells Fargo
3
Wells Fargo
California
$94.6M
4
FEG
4
Financial Enhancement Group
Indiana
$7.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.5M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$70.1M
2
UBS Group
2
UBS Group
Switzerland
$82.2M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$28.7M
4
AAS
4
Avantax Advisory Services
Texas
$4.18M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$115K – – –
SIS
127
Sound Income Strategies
Florida
$101K +$112 +3 +0.1%
BWM
128
Baystate Wealth Management
Massachusetts
$92K +$1.13K +30 +1%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$84.9K -$22K -587 -21%
WWP
130
WR Wealth Planners
Missouri
$78.5K +$14.2K +379 +22%
BAM
131
Belpointe Asset Management
Nevada
$77.6K +$77.6K +2,071 New
First Manhattan
132
First Manhattan
New York
$74.2K – – –
CT
133
Colonial Trust
South Carolina
$73.6K +$73.6K +1,963 New
LS
134
Leelyn Smith
Illinois
$53.5K +$29.2K +780 +120%
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$52.3K -$957K -25,532 -95%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$52K -$3.78K -100 -7%
AWM
137
Aspire Wealth Management
Massachusetts
$50.6K – – –
TLCM
138
Twin Lakes Capital Management
California
$47K +$600 +16 +1%
HIA
139
Harbor Investment Advisory
Maryland
$43.1K +$9.34K +249 +28%
PCA
140
Providence Capital Advisors
North Carolina
$42.1K – – –
HWMA
141
Heritage Wealth Management (Arizona)
Arizona
$40.1K +$20.1K +535 +100%
S
142
SignatureFD
Georgia
$38.3K +$1.31K +35 +4%
KFI
143
Key Financial Inc
Pennsylvania
$37.3K – – –
FFA
144
Founders Financial Alliance
North Carolina
$35.2K +$450 +12 +1%
GI
145
Gradient Investments
Minnesota
$26.8K – – –
BFEC
146
Benjamin F. Edwards & Company
Missouri
$22K – – –
GFPC
147
Global Financial Private Client
Florida
$21.8K – – –
AssetMark Inc
148
AssetMark Inc
California
$18.1K +$18.1K +482 New
PWS
149
Paragon Wealth Strategies
Florida
$12K – – –
FGAM
150
Financial Gravity Asset Management
Texas
$9.39K +$9.39K +37 New
3 4 5
6
7