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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

175 hedge funds and large institutions have $1.41B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
22
Increased
54
Reduced
56
Closed
17
Calls
$183K
Puts
$128K
Net Calls
+$55K
Net Calls Change
-$199K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$101M
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.92M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.33M
5
AI
5
Atria Investments
North Carolina
$5.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$247M
2
VWA
2
V Wealth Advisors
Kansas
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$8.9M
5
FSA
5
Financial Services Advisory
Maryland
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
126
Kinloch Capital
Virginia
$294K +$8.79K +220 +3%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$274K +$274K +6,846 New
BCM
128
Brookstone Capital Management
Illinois
$262K -$21.4K -537 -8%
PJSIMP
129
P.J. Schmidt Investment Management (PJS)
Wisconsin
$254K – – –
SF
130
Synovus Financial
Georgia
$251K -$40 -1 -0%
VA
131
Valmark Advisers
Ohio
$250K -$146K -3,665 -37%
CRWM
132
Castle Rock Wealth Management
California
$245K – – –
IWN
133
Independent Wealth Network
Iowa
$244K – – –
MW
134
Marcum Wealth
Ohio
$241K – – –
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$240K +$240K +5,996 New
IWM
136
IHT Wealth Management
Illinois
$233K +$5K +125 +2%
KWM
137
Kingsview Wealth Management
Oregon
$232K – – –
IA
138
Insight Advisors
Pennsylvania
$224K -$83K -2,078 -27%
RWA
139
Redhawk Wealth Advisors
Minnesota
$220K – – –
GWP
140
Gateway Wealth Partners
Wisconsin
$216K +$216K +5,416 New
AW
141
Avion Wealth
Texas
$133K – – –
Fidelity Investments
142
Fidelity Investments
Massachusetts
$124K +$57.1K +1,430 +86%
BWM
143
Baystate Wealth Management
Massachusetts
$97.8K – – –
PA
144
PSI Advisors
Florida
$94.7K – – –
IA
145
IFP Advisors
Florida
$88.6K -$37.6K -940 -30%
First Manhattan
146
First Manhattan
New York
$79K – – –
CT
147
Colonial Trust
South Carolina
$69.4K -$3.97K -96 -5%
SIS
148
Sound Income Strategies
Florida
$64.5K – – –
BCMLT
149
Beacon Capital Management LLC (Tennessee)
Tennessee
$64.1K – – –
OC
150
Oakworth Capital
Alabama
$62.3K – – –
4 5
6
7 8