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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

170 hedge funds and large institutions have $1.37B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.68%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
20
Increased
47
Reduced
78
Closed
15
Calls
$284K
Puts
$30K
Net Calls
+$254K
Net Calls Change
+$104K

Top Buyers

1
APS
1
American Planning Services
Florida
$18M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$42.5M
3
IAIM
3
International Assets Investment Management
Florida
$4.11M
4
MCA
4
Magnolia Capital Advisors
Mississippi
$3.45M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$262M
2
Wells Fargo
2
Wells Fargo
California
$95.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$147M
4
UBS Group
4
UBS Group
Switzerland
$62.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.42K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$60K +$41K +1,000 +216%
CAS
152
Coppell Advisory Solutions
Texas
$58.8K +$58.8K +1,440 New
AWM
153
Aspire Wealth Management
Massachusetts
$55.8K – – –
TLCM
154
Twin Lakes Capital Management
California
$51.8K – – –
PCA
155
Providence Capital Advisors
North Carolina
$46.4K – – –
FFA
156
Founders Financial Alliance
North Carolina
$38.7K – – –
AF
157
Allworth Financial
California
$38.2K – – –
HIA
158
Harbor Investment Advisory
Maryland
$37.2K – – –
NFSG
159
Newbridge Financial Services Group
Florida
$32.6K -$540K -13,081 -94%
RIA
160
Realta Investment Advisors
Delaware
$31.4K +$31.4K +760 New
GFPC
161
Global Financial Private Client
Florida
$24.1K – – –
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$22.5K – – –
LFG
163
Larson Financial Group
Missouri
$15.3K – – –
BWS
164
Buck Wealth Strategies
Colorado
$15.3K +$9.55K +231 +167%
S
165
SignatureFD
Georgia
$14.1K -$29K -703 -67%
FGAM
166
Financial Gravity Asset Management
Texas
$11.6K +$11.6K +41 New
FPB
167
First PREMIER Bank
South Dakota
$6K – – –
JPMorgan Chase & Co
168
JPMorgan Chase & Co
New York
$4.42K -$4M -96,894 -100%
AWM
169
Activest Wealth Management
Florida
$830 +$830 +18 New
TRCT
170
Tower Research Capital (TRC)
New York
$206 +$206 +5 New
WEG
171
World Equity Group
Illinois
– -$146K -16,285 Closed
GSIAS
172
Garden State Investment Advisory Services
New Jersey
– -$531K -13,941 Closed
Citadel Advisors
173
Citadel Advisors
Florida
– -$494K -12,973 Closed
TSS
174
Two Sigma Securities
New York
– -$477K -12,518 Closed
MA
175
Mutual Advisors
Nebraska
– -$329K -8,642 Closed
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