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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

189 hedge funds and large institutions have $1.8B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
27
Increased
75
Reduced
61
Closed
12
Calls
$76K
Puts
$265K
Net Calls
-$189K
Net Calls Change
-$244K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
FS
2
Ferguson Shapiro
Georgia
$31M
3
LPL Financial
3
LPL Financial
California
$132M
4
Wells Fargo
4
Wells Fargo
California
$110M
5
AAS
5
Avantax Advisory Services
Texas
$10.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$63.9M
2
OFS
2
OneAscent Financial Services
Alabama
$298K
3
AI
3
Atria Investments
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$264M
5
SPC
5
Sigma Planning Corp
Michigan
$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
151
Synovus Financial
Georgia
$234K -$37.5K -866 -14%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$218K -$77.8K -1,801 -26%
EPA
153
Element Pointe Advisors
Florida
$218K +$218K +5,027 New
SP
154
SWS Partners
Ohio
$215K +$215K +4,962 New
AT
155
Avalon Trust
New Mexico
$188K +$188K +4,339 New
WIM
156
Westside Investment Management
California
$173K +$173K +4,000 New
Fidelity Investments
157
Fidelity Investments
Massachusetts
$145K +$11.3K +262 +8%
AW
158
Avion Wealth
Texas
$139K -$5.65K -130 -4%
PA
159
PSI Advisors
Florida
$127K +$24K +555 +23%
KWAG
160
Kiely Wealth Advisory Group
North Carolina
$124K +$124K +2,795 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$109K +$109K +2,526 New
BWM
162
Baystate Wealth Management
Massachusetts
$106K – – –
NP
163
NorthRock Partners
Minnesota
$106K +$106K +2,415 New
EWA
164
EverSource Wealth Advisors
Alabama
$96.4K +$86.5K +2,000 +873%
First Manhattan
165
First Manhattan
New York
$85.6K – – –
IA
166
IFP Advisors
Florida
$71.7K -$24.2K -560 -25%
CT
167
Colonial Trust
South Carolina
$68.9K -$3.91K -90 -5%
BFEC
168
Benjamin F. Edwards & Company
Missouri
$63K – – –
CAS
169
Coppell Advisory Solutions
Texas
$62.3K +$62.3K +1,440 New
AWM
170
Aspire Wealth Management
Massachusetts
$58.4K – – –
TLCM
171
Twin Lakes Capital Management
California
$54.2K – – –
PCA
172
Providence Capital Advisors
North Carolina
$48.6K – – –
FFA
173
Founders Financial Alliance
North Carolina
$40.6K – – –
AF
174
Allworth Financial
California
$40K – – –
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$39K -$27.8K -635 -42%
5 6
7
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