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Pacer Trendpilot US Large Cap ETF

202 hedge funds and large institutions have $1.87B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
2.94%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
23
Increased
69
Reduced
59
Closed
10
Calls
$480K
Puts
$59K
Net Calls
+$421K
Net Calls Change
+$179K
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
151
Belpointe Asset Management
Nevada
$239K +$239K +4,802 New
PAS
152
Park Avenue Securities
New York
$231K
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$231K
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$229K
FCP
155
Fidelis Capital Partners
Florida
$226K +$226K +4,775 New
LNWWM
156
Laird Norton Wetherby Wealth Management
California
$207K +$207K +4,168 New
KC
157
Kinloch Capital
Virginia
$206K -$81.1K -1,630 -28%
NEPWA
158
New England Private Wealth Advisors
Massachusetts
$204K -$49.8K -1,000 -20%
PFS
159
Prospera Financial Services
Texas
$202K +$202K +4,051 New
SOS
160
Silver Oak Securities
Tennessee
$181K +$63.2K +1,270 +53%
PA
161
PSI Advisors
Florida
$167K +$19.9K +400 +14%
AW
162
Avion Wealth
Texas
$159K
WIM
163
Westside Investment Management
California
$149K -$37.3K -750 -20%
MG
164
Mather Group
Illinois
$146K +$146K +3,062 New
KWAG
165
Kiely Wealth Advisory Group
North Carolina
$135K
EWA
166
EverSource Wealth Advisors
Alabama
$113K
CF
167
Centaurus Financial
California
$111K +$111K +2,225 New
OC
168
Oakworth Capital
Alabama
$77.6K -$149K -3,000 -66%
IA
169
IFP Advisors
Florida
$77.4K
RIA
170
Realta Investment Advisors
Delaware
$67.4K
AWM
171
Aspire Wealth Management
Massachusetts
$67.2K
CT
172
Colonial Trust
South Carolina
$66.5K -$5.7K -114 -8%
SFC
173
Strategic Financial Concepts
Texas
$63.6K +$27.8K +4,814 +78%
TLCM
174
Twin Lakes Capital Management
California
$63.1K
PCA
175
Providence Capital Advisors
North Carolina
$55.9K