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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

189 hedge funds and large institutions have $1.8B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
27
Increased
75
Reduced
61
Closed
12
Calls
$76K
Puts
$265K
Net Calls
-$189K
Net Calls Change
-$244K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
FS
2
Ferguson Shapiro
Georgia
$31M
3
LPL Financial
3
LPL Financial
California
$132M
4
Wells Fargo
4
Wells Fargo
California
$110M
5
AAS
5
Avantax Advisory Services
Texas
$10.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$63.9M
2
OFS
2
OneAscent Financial Services
Alabama
$298K
3
AI
3
Atria Investments
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$264M
5
SPC
5
Sigma Planning Corp
Michigan
$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
126
Mayflower Financial Advisors
Massachusetts
$409K – – –
FFS
127
Founders Financial Securities
Maryland
$396K +$396K +9,156 New
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$391K +$132K +3,049 +51%
IAS
129
Insigneo Advisory Services
Florida
$387K +$11.4K +260 +3%
BBHC
130
Brown Brothers Harriman & Co
New York
$385K – – –
FIM
131
Freedom Investment Management
Connecticut
$375K +$28.8K +665 +8%
MFG
132
Merit Financial Group
Georgia
$373K -$5.76K -133 -2%
GIA
133
Gladstone Institutional Advisory
Florida
$359K – – –
PJSIMP
134
P.J. Schmidt Investment Management (PJS)
Wisconsin
$337K +$54.1K +1,218 +19%
Goldman Sachs
135
Goldman Sachs
New York
$322K +$322K +7,453 New
BWA
136
Burt Wealth Advisors
Maryland
$316K -$3.42K -79 -1%
IWN
137
Independent Wealth Network
Iowa
$309K +$44.4K +1,025 +17%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$304K +$303K +7,002 +30,443%
OFS
139
OneAscent Financial Services
Alabama
$298K -$5.97M -136,083 -95%
Fayez Sarofim & Co
140
Fayez Sarofim & Co
Texas
$296K +$296K +6,477 New
VA
141
Valmark Advisers
Ohio
$274K +$3.94K +91 +1%
OC
142
Oakworth Capital
Alabama
$271K +$203K +4,701 +301%
MW
143
Marcum Wealth
Ohio
$261K – – –
CRWM
144
Castle Rock Wealth Management
California
$260K -$595 -14 -0.2%
SFC
145
Strategic Financial Concepts
Texas
$259K -$62.9K -1,453 -20%
KWM
146
Kingsview Wealth Management
Oregon
$250K -$1.3K -30 -0.5%
IA
147
Insight Advisors
Pennsylvania
$242K – – –
RWA
148
Redhawk Wealth Advisors
Minnesota
$239K – – –
GWP
149
Gateway Wealth Partners
Wisconsin
$239K +$4.33K +100 +2%
Millennium Management
150
Millennium Management
New York
$237K -$102K -2,346 -30%
4 5
6
7 8