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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

175 hedge funds and large institutions have $1.41B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
22
Increased
54
Reduced
56
Closed
17
Calls
$183K
Puts
$128K
Net Calls
+$55K
Net Calls Change
-$199K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$101M
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.92M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.33M
5
AI
5
Atria Investments
North Carolina
$5.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$247M
2
VWA
2
V Wealth Advisors
Kansas
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$8.9M
5
FSA
5
Financial Services Advisory
Maryland
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$61K -$51.4K -1,286 -46%
BFEC
152
Benjamin F. Edwards & Company
Missouri
$58K – – –
AWM
153
Aspire Wealth Management
Massachusetts
$54K – – –
WWP
154
WR Wealth Planners
Missouri
$52.5K -$9.91K -248 -16%
TLCM
155
Twin Lakes Capital Management
California
$50.1K – – –
PCA
156
Providence Capital Advisors
North Carolina
$44.9K – – –
FFA
157
Founders Financial Alliance
North Carolina
$37.5K – – –
AF
158
Allworth Financial
California
$37K – – –
HIA
159
Harbor Investment Advisory
Maryland
$36K – – –
DF
160
DecisionPoint Financial
Arizona
$34K +$34K +851 New
NFSG
161
Newbridge Financial Services Group
Florida
$31.6K – – –
RIA
162
Realta Investment Advisors
Delaware
$31.4K – – –
GFPC
163
Global Financial Private Client
Florida
$23.2K – – –
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$15.5K -$6.19K -156 -29%
LFG
165
Larson Financial Group
Missouri
$14.8K – – –
BWS
166
Buck Wealth Strategies
Colorado
$13.8K -$1K -25 -7%
S
167
SignatureFD
Georgia
$13.7K – – –
CB
168
CNB Bank
Pennsylvania
$9.99K +$9.99K +250 New
EWA
169
EverSource Wealth Advisors
Alabama
$9.15K +$9.15K +229 New
US Bancorp
170
US Bancorp
Minnesota
$7.99K +$7.99K +200 New
JWA
171
JFS Wealth Advisors
Pennsylvania
$6.15K +$6.15K +154 New
FPB
172
First PREMIER Bank
South Dakota
$6K – – –
LAS
173
LWM Advisory Services
Florida
$4K +$4K +100 New
IPW
174
Impact Partnership Wealth
Georgia
$2.72K +$2.72K +68 New
JPMorgan Chase & Co
175
JPMorgan Chase & Co
New York
$919 -$3.36K -84 -79%
4 5 6
7
8