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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

166 hedge funds and large institutions have $1.23B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+10
Holders Change %
+6.41%
% of All Funds
2.66%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
24
Increased
42
Reduced
74
Closed
13
Calls
$154K
Puts
$4K
Net Calls
+$150K
Net Calls Change
+$133K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$26.3M
2
WI
2
WBI Investments
New Jersey
$8.07M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.69M
4
GWM
4
Geneos Wealth Management
Colorado
$7.03M
5
JCM
5
J2 Capital Management
Michigan
$3.86M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$60.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Bank of America
3
Bank of America
North Carolina
$250M
4
UBS Group
4
UBS Group
Switzerland
$61.6M
5
SPC
5
Sigma Planning Corp
Michigan
$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$35.2K +$35.2K +925 New
HIA
152
Harbor Investment Advisory
Maryland
$34.3K -$9.48K -249 -22%
GFPC
153
Global Financial Private Client
Florida
$22.2K – – –
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$20.7K -$32.3K -850 -61%
BFEC
155
Benjamin F. Edwards & Company
Missouri
$18K -$4.39K -113 -20%
LFG
156
Larson Financial Group
Missouri
$14.1K +$14.1K +370 New
HGERS
157
Householder Group Estate & Retirement Specialist
Arizona
$12K +$12K +328 New
ACA
158
Aptus Capital Advisors
Alabama
$9.67K +$9.67K +254 New
GWANC
159
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.67K +$9.67K +254 New
HFS
160
Hantz Financial Services
Michigan
$8K +$8K +214 New
CFGS
161
Concourse Financial Group Securities
Alabama
$7.61K -$261K -6,860 -97%
AssetMark Inc
162
AssetMark Inc
California
$6.4K -$12K -314 -65%
BWS
163
Buck Wealth Strategies
Colorado
$5.25K +$5.25K +138 New
FPB
164
First PREMIER Bank
South Dakota
$5K – – –
JFA
165
JNBA Financial Advisors
Minnesota
$3.05K +$3.05K +80 New
ASN
166
Advisory Services Network
Georgia
$1.85K – – –
IAIM
167
International Assets Investment Management
Florida
– -$3.69M -101,529 Closed
FHA
168
Flagship Harbor Advisors
Massachusetts
– -$2.67M -71,139 Closed
CG
169
Clarus Group
Texas
– -$1.11M -29,526 Closed
SG
170
StoneX Group
New York
– -$694K -18,516 Closed
UCFA
171
United Capital Financial Advisors
Texas
– -$333K -8,887 Closed
SFG
172
SNS Financial Group
Minnesota
– -$313K -8,344 Closed
LS
173
Leelyn Smith
Illinois
– -$53.5K -1,428 Closed
GI
174
Gradient Investments
Minnesota
– -$26.8K -716 Closed
PWS
175
Paragon Wealth Strategies
Florida
– -$12K -319 Closed
4 5 6
7
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