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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

194 hedge funds and large institutions have $1.78B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+5
Holders Change %
+2.65%
% of All Funds
2.81%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
85
Reduced
55
Closed
13
Calls
$457K
Puts
$215K
Net Calls
+$242K
Net Calls Change
+$431K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$46.8M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$8.55M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
4
CAN
Cetera Advisor Networks
California
$26.1M
5
Ameriprise
Ameriprise
Minnesota
$7.34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$204M
2
KOC
Koss-Olinger Consulting
Florida
$0
3
Bank of America
Bank of America
North Carolina
$280M
4
Wells Fargo
Wells Fargo
California
$111M
5
UBS Group
UBS Group
Switzerland
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
126
Brown Brothers Harriman & Co
New York
$424K – – –
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$421K -$42.7K -893 -9%
EP
128
Eudaimonia Partners
Tennessee
$419K -$97.6K -2,045 -19%
FIM
129
Freedom Investment Management
Connecticut
$410K -$3.44K -72 -0.8%
SI
130
Stephens Inc
Arkansas
$391K +$391K +8,196 New
MFG
131
Merit Financial Group
Georgia
$376K -$26K -557 -6%
BWA
132
Burt Wealth Advisors
Maryland
$370K +$21.4K +448 +6%
IWN
133
Independent Wealth Network
Iowa
$356K +$15.1K +316 +4%
IAS
134
Insigneo Advisory Services
Florida
$347K -$74.7K -1,565 -18%
OFS
135
OneAscent Financial Services
Alabama
$329K +$4.25K +89 +1%
CCFM
136
Clear Creek Financial Management
Washington
$327K -$307K -6,427 -48%
VA
137
Valmark Advisers
Ohio
$310K +$7.4K +155 +2%
Fayez Sarofim & Co
138
Fayez Sarofim & Co
Texas
$309K – – –
SFC
139
Strategic Financial Concepts
Texas
$296K +$9.35K +196 +3%
MW
140
Marcum Wealth
Ohio
$287K – – –
CRWM
141
Castle Rock Wealth Management
California
$279K – – –
KC
142
Kinloch Capital
Virginia
$275K +$275K +5,760 New
RWA
143
Redhawk Wealth Advisors
Minnesota
$263K – – –
SF
144
Synovus Financial
Georgia
$259K +$1.15K +24 +0.4%
IA
145
Insight Advisors
Pennsylvania
$257K -$10.3K -215 -4%
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$255K -$79.8K -1,672 -24%
EPA
147
Element Pointe Advisors
Florida
$240K – – –
SP
148
SWS Partners
Ohio
$240K +$2.77K +58 +1%
GWP
149
Gateway Wealth Partners
Wisconsin
$236K -$27.2K -571 -10%
AF
150
Allworth Financial
California
$232K +$188K +3,937 +426%
4 5
6
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