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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

170 hedge funds and large institutions have $1.37B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.68%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
20
Increased
47
Reduced
78
Closed
15
Calls
$284K
Puts
$30K
Net Calls
+$254K
Net Calls Change
+$104K

Top Buyers

1
APS
1
American Planning Services
Florida
$18M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$42.5M
3
IAIM
3
International Assets Investment Management
Florida
$4.11M
4
MCA
4
Magnolia Capital Advisors
Mississippi
$3.45M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$262M
2
Wells Fargo
2
Wells Fargo
California
$95.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$147M
4
UBS Group
4
UBS Group
Switzerland
$62.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.42K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
126
Beam Wealth Advisors
Louisiana
$271K +$271K +6,556 New
PJSIMP
127
P.J. Schmidt Investment Management (PJS)
Wisconsin
$270K -$44.2K -1,042 -14%
SF
128
Synovus Financial
Georgia
$259K -$31.7K -767 -11%
SFG
129
Sovereign Financial Group
Connecticut
$254K +$14.5K +351 +6%
CRWM
130
Castle Rock Wealth Management
California
$253K – – –
IWN
131
Independent Wealth Network
Iowa
$252K -$620 -15 -0.2%
MW
132
Marcum Wealth
Ohio
$249K – – –
KWM
133
Kingsview Wealth Management
Oregon
$240K – – –
IWM
134
IHT Wealth Management
Illinois
$235K – – –
RWA
135
Redhawk Wealth Advisors
Minnesota
$228K – – –
WS
136
Wedbush Securities
California
$216K -$4.09K -99 -2%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$207K +$207K +5,000 New
SP
138
SWS Partners
Ohio
$205K +$205K +4,962 New
AW
139
Avion Wealth
Texas
$137K -$11.3K -274 -8%
IA
140
IFP Advisors
Florida
$130K – – –
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$116K -$5.28K -128 -4%
BWM
142
Baystate Wealth Management
Massachusetts
$101K – – –
PA
143
PSI Advisors
Florida
$97.8K +$15.5K +375 +19%
First Manhattan
144
First Manhattan
New York
$81.7K – – –
CT
145
Colonial Trust
South Carolina
$72.4K -$7.76K -190 -10%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$68.8K -$4.87K -118 -7%
SIS
147
Sound Income Strategies
Florida
$66.7K -$44.1K -1,068 -40%
WWP
148
WR Wealth Planners
Missouri
$64.6K -$14.2K -344 -18%
OC
149
Oakworth Capital
Alabama
$64.4K +$64.4K +1,560 New
BCMLT
150
Beacon Capital Management LLC (Tennessee)
Tennessee
$64.1K +$64.1K +1,552 New
4 5
6
7 8