Pacer Trendpilot US Large Cap ETF
PTLC
147 hedge funds and large institutions have $1.13B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 15 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
148.57% more ownership
Funds ownership: 59.61% → 208.18% (+149%)
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
0% more funds holding
Funds holding: 147 → 147 (0)
8% less capital invested
Capital invested by funds: $1.23B → $1.13B (-$98.2M)
22% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 55
31% less call options, than puts
Call options by funds: $72K | Put options by funds: $105K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$2.82B |
| 2 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$40.9M |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$5.09M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.86M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.73M |
| 2 |
Morgan Stanley
New York
|
-$8.06M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.51M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.61M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$4.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
151
TownSquare Capital
Provo,
Utah
| – | -$337K | -8,105 | Closed |
|
152
JP Morgan Chase
New York
| – | -$257K | -6,185 | Closed |
|
153
Ameriprise
Minneapolis,
Minnesota
| – | -$243K | -5,841 | Closed |
|
|
CCM
154
Crabel Capital Management
Los Angeles,
California
| – | -$227K | -5,476 | Closed |
|
|
AIM
155
Anchor Investment Management
Columbia,
South Carolina
| – | -$156K | -3,746 | Closed |
|
156
Franklin Resources
San Mateo,
California
| – | -$83K | -1,998 | Closed |
|
157
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$25K | -600 | Closed |
|
|
SCA
158
Snowden Capital Advisors
New York
| – | -$24K | -600 | Closed |
|
159
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$15K | -350 | Closed |
|
|
VCM
160
Versant Capital Management
Phoenix,
Arizona
| – | -$11K | -275 | Closed |
|
|
FAG
161
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$11K | -266 | Closed |
|
|
AAP
162
Arax Advisory Partners
Denver,
Colorado
| – | -$10K | -243 | Closed |
|
PTLC Hedge Fund Activity: Q1 2022 in Review
147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q1 2022, worth a combined $1.13B — down 8% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PTLC positions and 15 closed out — a net gain of 2 holders — while 43 added to existing stakes and 55 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $2.82B. The largest seller was Bank of America, cutting an estimated $8.73M.
- 147 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $1.13B of Pacer Trendpilot US Large Cap ETF stock for Q1 2022, down 8% quarter-over-quarter.
- 17 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q1 2022 and 15 closed out, a net change of +2 holders.
- The largest Pacer Trendpilot US Large Cap ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $2.82B added.
- The largest Pacer Trendpilot US Large Cap ETF seller in Q1 2022 was Bank of America, an estimated $8.73M sold.
Based on aggregated 13F filings for Q1 2022.