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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

166 hedge funds and large institutions have $1.23B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+10
Holders Change %
+6.41%
% of All Funds
2.66%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
24
Increased
42
Reduced
74
Closed
13
Calls
$154K
Puts
$4K
Net Calls
+$150K
Net Calls Change
+$133K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$26.3M
2
WI
2
WBI Investments
New Jersey
$8.07M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.69M
4
GWM
4
Geneos Wealth Management
Colorado
$7.03M
5
JCM
5
J2 Capital Management
Michigan
$3.86M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$60.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Bank of America
3
Bank of America
North Carolina
$250M
4
UBS Group
4
UBS Group
Switzerland
$61.6M
5
SPC
5
Sigma Planning Corp
Michigan
$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
126
Kingsview Wealth Management
Oregon
$221K -$87.7K -2,304 -28%
SFG
127
Sovereign Financial Group
Connecticut
$221K – – –
IWM
128
IHT Wealth Management
Illinois
$217K -$38.1K -1,000 -15%
RWA
129
Redhawk Wealth Advisors
Minnesota
$210K – – –
WS
130
Wedbush Securities
California
$203K -$16.3K -428 -7%
WEG
131
World Equity Group
Illinois
$146K +$146K +16,285 New
AW
132
Avion Wealth
Texas
$135K – – –
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$112K +$59.6K +1,564 +114%
SIS
134
Sound Income Strategies
Florida
$102K – – –
BWM
135
Baystate Wealth Management
Massachusetts
$93.2K – – –
IA
136
IFP Advisors
Florida
$92.9K -$20.6K -700 -18%
BAM
137
Belpointe Asset Management
Nevada
$85K +$6.21K +163 +8%
PA
138
PSI Advisors
Florida
$75.9K -$84.6K -2,223 -53%
First Manhattan
139
First Manhattan
New York
$75.3K – – –
CT
140
Colonial Trust
South Carolina
$73.7K – – –
WWP
141
WR Wealth Planners
Missouri
$72.6K -$7.16K -188 -9%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$68K -$18.2K -479 -21%
AWM
143
Aspire Wealth Management
Massachusetts
$51.4K – – –
TLCM
144
Twin Lakes Capital Management
California
$47.7K – – –
PCA
145
Providence Capital Advisors
North Carolina
$42.8K – – –
S
146
SignatureFD
Georgia
$39.8K +$876 +23 +2%
KFI
147
Key Financial Inc
Pennsylvania
$37.7K – – –
AAS
148
Ameritas Advisory Services
Nebraska
$36.4K +$36.4K +957 New
FFA
149
Founders Financial Alliance
North Carolina
$35.7K – – –
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$35.2K +$6.03K +158,494 +21%
4 5
6
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