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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

194 hedge funds and large institutions have $1.78B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+5
Holders Change %
+2.65%
% of All Funds
2.81%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
85
Reduced
55
Closed
13
Calls
$457K
Puts
$215K
Net Calls
+$242K
Net Calls Change
+$431K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$46.8M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$8.55M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
4
CAN
4
Cetera Advisor Networks
California
$26.1M
5
Ameriprise
5
Ameriprise
Minnesota
$7.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$280M
4
Wells Fargo
4
Wells Fargo
California
$111M
5
UBS Group
5
UBS Group
Switzerland
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$228K +$68K +1,426 +42%
WS
152
Wedbush Securities
California
$227K +$227K +4,747 New
KWM
153
Kingsview Wealth Management
Oregon
$225K -$51K -1,069 -19%
PAS
154
Park Avenue Securities
New York
$221K +$221K +4,641 New
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$220K +$220K +4,600 New
OC
156
Oakworth Capital
Alabama
$218K -$81.2K -1,701 -27%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$216K +$216K +4,543 New
NEPWA
158
New England Private Wealth Advisors
Massachusetts
$211K +$211K +5,108 New
AT
159
Avalon Trust
New Mexico
$207K – – –
WIM
160
Westside Investment Management
California
$179K -$11.9K -250 -6%
AW
161
Avion Wealth
Texas
$153K – – –
PA
162
PSI Advisors
Florida
$141K +$1.43K +30 +1%
KWAG
163
Kiely Wealth Advisory Group
North Carolina
$130K – – –
NP
164
NorthRock Partners
Minnesota
$115K – – –
SOS
165
Silver Oak Securities
Tennessee
$113K +$113K +2,375 New
CT
166
Cambridge Trust
Massachusetts
$112K +$112K +2,340 New
EWA
167
EverSource Wealth Advisors
Alabama
$103K +$596 +13 +0.6%
First Manhattan
168
First Manhattan
New York
$94.4K – – –
IA
169
IFP Advisors
Florida
$74.3K -$4.77K -100 -6%
CT
170
Colonial Trust
South Carolina
$69K -$6.73K -141 -9%
RIA
171
Realta Investment Advisors
Delaware
$64.6K +$64.6K +1,354 New
AWM
172
Aspire Wealth Management
Massachusetts
$64.5K – – –
TLCM
173
Twin Lakes Capital Management
California
$60.5K +$716 +15 +1%
PCA
174
Providence Capital Advisors
North Carolina
$53.6K – – –
FFA
175
Founders Financial Alliance
North Carolina
$45.3K +$525 +11 +1%
5 6
7
8 9