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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

199 hedge funds and large institutions have $2.07B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 80 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
13
Increased
80
Reduced
51
Closed
15
Calls
$150K
Puts
$49K
Net Calls
+$101K
Net Calls Change
-$320K

Top Buyers

1
FS
1
Ferguson Shapiro
Georgia
$61.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$49.1M
3
LPL Financial
3
LPL Financial
California
$170M
4
FCM
4
Fourpath Capital Management
Oklahoma
$7.77M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$62.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$124M
2
CFA
2
Camarda Financial Advisors
Florida
$1.66M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$76.3M
4
KAS
4
Kestra Advisory Services
Texas
$21.2M
5
SPIA
5
Steward Partners Investment Advisory
New York
$7.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
Inspire Advisors
Idaho
$522K -$8.57K -163 -2%
GWSG
127
GPS Wealth Strategies Group
Colorado
$520K – – –
P
128
&Partners
Tennessee
$517K +$517K +9,844 New
SWM
129
Silverlake Wealth Management
Vermont
$515K – – –
RJT
130
Raymond James Trust
Florida
$498K -$490K -9,332 -50%
MFA
131
Mayflower Financial Advisors
Massachusetts
$497K – – –
Baird Financial Group
132
Baird Financial Group
Wisconsin
$481K -$3.99K -76 -0.8%
GIA
133
Gladstone Institutional Advisory
Florida
$481K +$10.2K +195 +2%
BBHC
134
Brown Brothers Harriman & Co
New York
$467K – – –
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$461K -$303K -5,792 -40%
MFG
136
Merit Financial Group
Georgia
$451K +$27.2K +517 +6%
SI
137
Saxon Interests
Texas
$448K +$448K +8,519 New
WIA
138
World Investment Advisors
California
$394K +$394K +7,507 New
AF
139
Allworth Financial
California
$387K -$105K -1,996 -21%
BWA
140
Burt Wealth Advisors
Maryland
$384K – – –
SFG
141
Sovereign Financial Group
Connecticut
$343K -$611K -11,619 -64%
CCFM
142
Clear Creek Financial Management
Washington
$339K -$2.42K -46 -0.7%
CRWM
143
Castle Rock Wealth Management
California
$320K – – –
IWN
144
Independent Wealth Network
Iowa
$315K -$91K -1,731 -22%
RWA
145
Redhawk Wealth Advisors
Minnesota
$290K – – –
IA
146
Insight Advisors
Pennsylvania
$283K – – –
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$279K -$525 -10 -0.2%
ASN
148
Advisory Services Network
Georgia
$277K – – –
VA
149
Valmark Advisers
Ohio
$276K – – –
GWP
150
Gateway Wealth Partners
Wisconsin
$268K +$7.78K +148 +3%
4 5
6
7 8