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Pacer Trendpilot US Large Cap ETF

245 hedge funds and large institutions have $2.23B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 7

229% more call options, than puts

Call options by funds: $135K | Put options by funds: $41K

46% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 57

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

22% more funds holding

Funds holding: 201245 (+44)

8% more capital invested

Capital invested by funds: $2.07B → $2.23B (+$157M)

0.71% more ownership

Funds ownership: 66.05%66.76% (+0.71%)

Holders
245
Holders Change
+44
Holders Change %
+21.89%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
57
Increased
83
Reduced
57
Closed
7
Calls
$135K
Puts
$41K
Net Calls
+$94K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Maridea Wealth Management
New York
$693K +$700K +12,976 New
SI
127
Saxon Interests
Texas
$688K +$234K +4,346 +51%
IAS
128
Insigneo Advisory Services
Florida
$672K +$48.4K +898 +8%
Northern Trust
129
Northern Trust
Illinois
$667K
IWC
130
Integrated Wealth Concepts
Massachusetts
$641K +$1.19K +22 +0.2%
GSEP
131
Golden State Equity Partners
California
$639K -$207K -3,837 -24%
AI
132
Atria Investments
North Carolina
$629K -$33.8K -626 -5%
CPL
133
Capital & Planning LLC
Georgia
$610K +$615K +11,408 New
William Blair & Company
134
William Blair & Company
Illinois
$608K
WIA
135
World Investment Advisors
California
$583K +$184K +3,411 +45%
IFG
136
Independent Financial Group
California
$583K +$211K +3,914 +56%
LT
137
Legacy Trust
Michigan
$583K
AWM
138
Apollon Wealth Management
South Carolina
$572K -$107K -1,990 -16%
IAA
139
Independent Advisor Alliance
North Carolina
$572K +$578K +10,706 New
SWM
140
Spire Wealth Management
Virginia
$568K
GWSG
141
GPS Wealth Strategies Group
Colorado
$555K +$27K +500 +5%
TWP
142
Tempus Wealth Planning
California
$539K
IWM
143
IHT Wealth Management
Illinois
$533K -$172K -3,192 -24%
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$529K -$33.7K -625 -6%
SWM
145
Silverlake Wealth Management
Vermont
$524K
CW
146
CreativeOne Wealth
Kansas
$514K +$519K +9,621 New
MFA
147
Mayflower Financial Advisors
Massachusetts
$505K
GIA
148
Gladstone Institutional Advisory
Florida
$493K +$3.51K +65 +0.7%
IWN
149
Independent Wealth Network
Iowa
$488K +$169K +3,140 +52%
ASN
150
Advisory Services Network
Georgia
$481K +$185K +3,421 +61%

PTLC Hedge Fund Activity: Q4 2024 in Review

245 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2024, worth a combined $2.23B — up 7.6% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PTLC positions and 7 closed out — a net gain of 50 holders — while 83 added to existing stakes and 57 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.4M. The largest seller was Osaic Holdings, cutting an estimated $10.8M.

  • 245 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2024, up from 201 in Q3 2024.
  • Funds reported $2.23B of Pacer Trendpilot US Large Cap ETF stock for Q4 2024, up 7.6% quarter-over-quarter.
  • 57 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2024 and 7 closed out, a net change of +50 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $13.4M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2024 was Osaic Holdings, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2024.