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Pacer Trendpilot US Large Cap ETF

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

95% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 39

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

65% more call options, than puts

Call options by funds: $43K | Put options by funds: $26K

6% more capital invested

Capital invested by funds: $1.3B → $1.38B (+$82.3M)

1% more funds holding

Funds holding: 155156 (+1)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

129.41% less ownership

Funds ownership: 195.61%66.2% (-129%)

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.51%
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
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$115K
SIS
127
Sound Income Strategies
Florida
$101K +$113 +3 +0.1%
BWM
128
Baystate Wealth Management
Massachusetts
$92K +$1.13K +30 +1%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$84.9K -$22.2K -587 -21%
WWP
130
WR Wealth Planners
Missouri
$78.5K +$14.3K +379 +22%
BAM
131
Belpointe Asset Management
Nevada
$77.6K +$78.2K +2,071 New
First Manhattan
132
First Manhattan
New York
$74.2K
CT
133
Colonial Trust
South Carolina
$73.6K +$74.1K +1,963 New
LS
134
Leelyn Smith
Illinois
$53.5K +$29.5K +780 +120%
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$52.3K -$964K -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 +$604 +16 +1%
HIA
139
Harbor Investment Advisory
Maryland
$43.1K +$9.4K +249 +28%
PCA
140
Providence Capital Advisors
North Carolina
$42.1K
HWMA
141
Heritage Wealth Management (Arizona)
Arizona
$40.1K +$20.2K +535 +100%
S
142
SignatureFD
Georgia
$38.3K +$1.32K +35 +4%
KFI
143
Key Financial Inc
Pennsylvania
$37.3K
FFA
144
Founders Financial Alliance
North Carolina
$35.2K +$453 +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 +$18.2K +482 New
PWS
149
Paragon Wealth Strategies
Florida
$12K
FGAM
150
Financial Gravity Asset Management
Texas
$9.39K +$1.4K +37 New

PTLC Hedge Fund Activity: Q4 2022 in Review

156 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2022, worth a combined $1.38B — up 6.3% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PTLC positions and 9 closed out — a net gain of 7 holders — while 76 added to existing stakes and 39 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $28.9M. The largest seller was CFS Investment Advisory Services, cutting an estimated $2.68B.

  • 156 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2022, up from 155 in Q3 2022.
  • Funds reported $1.38B of Pacer Trendpilot US Large Cap ETF stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 16 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2022 and 9 closed out, a net change of +7 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $28.9M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $2.68B sold.

Based on aggregated 13F filings for Q4 2022.