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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

202 hedge funds and large institutions have $1.87B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
2.94%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
23
Increased
69
Reduced
59
Closed
10
Calls
$480K
Puts
$59K
Net Calls
+$421K
Net Calls Change
+$179K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$29.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$223M
3
Bank of America
3
Bank of America
North Carolina
$302M
4
OP
4
ORG Partners
Indiana
$6.35M
5
Wells Fargo
5
Wells Fargo
California
$122M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$58.4M
2
APS
2
American Planning Services
Florida
$14.4M
3
MCA
3
Magnolia Capital Advisors
Mississippi
$0
4
CG
4
Clarus Group
Texas
$270K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
126
Mayflower Financial Advisors
Massachusetts
$470K – – –
AF
127
Allworth Financial
California
$470K +$226K +4,500 +93%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$459K -$18.2K -366 -4%
GIA
129
Gladstone Institutional Advisory
Florida
$446K +$100 +2 +0%
BBHC
130
Brown Brothers Harriman & Co
New York
$442K – – –
MFG
131
Merit Financial Group
Georgia
$401K – – –
OFS
132
OneAscent Financial Services
Alabama
$393K +$50.4K +1,013 +15%
IWN
133
Independent Wealth Network
Iowa
$384K +$13.5K +272 +4%
BWA
134
Burt Wealth Advisors
Maryland
$363K -$22.3K -448 -6%
CCFM
135
Clear Creek Financial Management
Washington
$323K -$17.7K -355 -5%
CRWM
136
Castle Rock Wealth Management
California
$305K – – –
MW
137
Marcum Wealth
Ohio
$300K – – –
ASN
138
Advisory Services Network
Georgia
$277K +$277K +5,574 New
SF
139
Synovus Financial
Georgia
$276K +$5.57K +112 +2%
RWA
140
Redhawk Wealth Advisors
Minnesota
$275K – – –
CG
141
Clarus Group
Texas
$270K -$2.32M -46,566 -90%
IA
142
Insight Advisors
Pennsylvania
$268K – – –
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$264K -$2.09K -42 -0.8%
VA
144
Valmark Advisers
Ohio
$261K -$61.8K -1,242 -19%
Fisher Asset Management
145
Fisher Asset Management
Washington
$260K +$260K +5,235 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
$254K +$15.5K +312 +7%
EPA
147
Element Pointe Advisors
Florida
$250K – – –
SP
148
SWS Partners
Ohio
$250K – – –
GWP
149
Gateway Wealth Partners
Wisconsin
$246K – – –
C
150
CEDRUS
Colorado
$240K +$240K +4,832 New
4 5
6
7 8