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Pacer Trendpilot US Large Cap ETF

204 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 24 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more call options, than puts

Call options by funds: $480K | Put options by funds: $59K

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

17% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 59

5% more capital invested

Capital invested by funds: $1.78B → $1.87B (+$91M)

5% more funds holding

Funds holding: 195204 (+9)

0.9% less ownership

Funds ownership: 65.93%65.03% (-0.9%)

Holders
204
Holders Change
+9
Holders Change %
+4.62%
% of All Funds
2.95%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
24
Increased
69
Reduced
59
Closed
10
Calls
$480K
Puts
$59K
Net Calls
+$421K
Net Calls Change
+$179K
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
126
Mayflower Financial Advisors
Massachusetts
$470K
AF
127
Allworth Financial
California
$470K +$215K +4,500 +93%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$459K -$17.5K -366 -4%
GIA
129
Gladstone Institutional Advisory
Florida
$446K +$95 +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 +$48.4K +1,013 +15%
IWN
133
Independent Wealth Network
Iowa
$384K +$13K +272 +4%
BWA
134
Burt Wealth Advisors
Maryland
$363K -$21.4K -448 -6%
CCFM
135
Clear Creek Financial Management
Washington
$323K -$16.9K -355 -5%
CRWM
136
Castle Rock Wealth Management
California
$305K
MW
137
Marcum Wealth
Ohio
$300K
ASN
138
Advisory Services Network
Georgia
$277K +$266K +5,574 New
SF
139
Synovus Financial
Georgia
$276K +$5.35K +112 +2%
RWA
140
Redhawk Wealth Advisors
Minnesota
$275K
CG
141
Clarus Group
Texas
$270K -$2.22M -46,566 -90%
IA
142
Insight Advisors
Pennsylvania
$268K
JP Morgan Chase
143
JP Morgan Chase
New York
$264K -$2K -42 -0.8%
IFG
144
Independent Financial Group
California
$263K +$252K +5,276 New
VA
145
Valmark Advisers
Ohio
$261K -$59.3K -1,242 -19%
Fisher Asset Management
146
Fisher Asset Management
Washington
$260K +$250K +5,235 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$254K +$14.9K +312 +7%
EPA
148
Element Pointe Advisors
Florida
$250K
SP
149
SWS Partners
Ohio
$250K
GWP
150
Gateway Wealth Partners
Wisconsin
$246K

PTLC Hedge Fund Activity: Q2 2024 in Review

204 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2024, worth a combined $1.87B — up 5.1% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PTLC positions and 10 closed out — a net gain of 14 holders — while 69 added to existing stakes and 59 trimmed.

The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $28.6M. The largest seller was Osaic Holdings, cutting an estimated $13.4M.

  • 204 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2024, up from 195 in Q1 2024.
  • Funds reported $1.87B of Pacer Trendpilot US Large Cap ETF stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 24 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2024 and 10 closed out, a net change of +14 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $28.6M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2024 was Osaic Holdings, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2024.