Pacer Trendpilot US Large Cap ETF
PTLC
155 hedge funds and large institutions have $1.3B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 6 closing their positions.
1,781% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $73K
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
133.52% more ownership
Funds ownership: 62.1% → 195.61% (+134%)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
8% more funds holding
Funds holding: 143 → 155 (+12)
5% more capital invested
Capital invested by funds: $1.24B → $1.3B (+$58.7M)
2% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$2.66B |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$38M |
| 3 |
Morgan Stanley
New York
|
+$15.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.61M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$16.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.49M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$2.53M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.23M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FF
151
FourThought Financial
Venice,
Florida
| $9K | – | – | – |
|
|
AF
152
Allworth Financial
Folsom,
California
| $9K | +$9.4K | +250 | New |
|
|
RIA
153
Realta Investment Advisors
Wilmington,
Delaware
| $8K | +$7.52K | +200 | New |
|
154
JP Morgan Chase
New York
| $7K | -$1.09M | -29,115 | -99% |
|
155
Bank of Montreal
Toronto,
Ontario, Canada
| $290 | – | – | – |
|
|
AWM
156
AE Wealth Management
Topeka,
Kansas
| – | -$1.81M | -48,246 | Closed |
|
|
5L
157
55I LLC
Boston,
Massachusetts
| – | -$1.31M | -34,995 | Closed |
|
158
Citadel Advisors
Miami,
Florida
| – | -$637K | -16,970 | Closed |
|
159
Jane Street
New York
| – | -$396K | -10,537 | Closed |
|
|
CWM
160
Curi Wealth Management
Raleigh,
North Carolina
| – | -$92K | -2,440 | Closed |
|
161
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$13K | -348 | Closed |
|
PTLC Hedge Fund Activity: Q3 2022 in Review
155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2022, worth a combined $1.3B — up 4.7% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new PTLC positions and 6 closed out — a net gain of 14 holders — while 48 added to existing stakes and 49 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $2.66B. The largest seller was Koss-Olinger Consulting, cutting an estimated $16.9M.
- 155 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2022, up from 143 in Q2 2022.
- Funds reported $1.3B of Pacer Trendpilot US Large Cap ETF stock for Q3 2022, up 4.7% quarter-over-quarter.
- 20 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q3 2022 and 6 closed out, a net change of +14 holders.
- The largest Pacer Trendpilot US Large Cap ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $2.66B added.
- The largest Pacer Trendpilot US Large Cap ETF seller in Q3 2022 was Koss-Olinger Consulting, an estimated $16.9M sold.
Based on aggregated 13F filings for Q3 2022.