We are live on ! Find out more
PTLC icon

Pacer Trendpilot US Large Cap ETF
PTLC

204 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 24 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more call options, than puts

Call options by funds: $480K | Put options by funds: $59K

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

17% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 59

5% more capital invested

Capital invested by funds: $1.78B → $1.87B (+$91M)

5% more funds holding

Funds holding: 195 → 204 (+9)

0.9% less ownership

Funds ownership: 65.93% → 65.03% (-0.9%)

Holders
204
Holders Change
+9
Holders Change %
+4.62%
% of All Funds
2.95%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
24
Increased
69
Reduced
59
Closed
10
Calls
$480K
Puts
$59K
Net Calls
+$421K
Net Calls Change
+$179K

Top Buyers

1
KOC
Koss-Olinger Consulting
Florida
+$28.6M
2
Morgan Stanley
Morgan Stanley
New York
+$9.88M
3
Bank of America
Bank of America
North Carolina
+$9.45M
4
OP
ORG Partners
Indiana
+$6.08M
5
Wells Fargo
Wells Fargo
California
+$5.89M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$13.4M
2
APS
American Planning Services
Florida
-$8.59M
3
MCA
Magnolia Capital Advisors
Mississippi
-$4.11M
4
CG
Clarus Group
Texas
-$2.22M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
151
CEDRUS
Colorado
$240K +$231K +4,832 New
BAM
152
Belpointe Asset Management
Nevada
$239K +$229K +4,802 New
PAS
153
Park Avenue Securities
New York
$231K – – –
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$231K – – –
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$229K – – –
FCP
156
Fidelis Capital Partners
Florida
$226K +$228K +4,775 New
LNWWM
157
Laird Norton Wetherby Wealth Management
California
$207K +$199K +4,168 New
KC
158
Kinloch Capital
Virginia
$206K -$77.8K -1,630 -28%
NEPWA
159
New England Private Wealth Advisors
Massachusetts
$204K -$47.7K -1,000 -20%
PFS
160
Prospera Financial Services
Texas
$202K +$193K +4,051 New
SOS
161
Silver Oak Securities
Tennessee
$181K +$60.6K +1,270 +53%
PA
162
PSI Advisors
Florida
$167K +$19.1K +400 +14%
AW
163
Avion Wealth
Texas
$159K – – –
WIM
164
Westside Investment Management
California
$149K -$35.8K -750 -20%
MG
165
Mather Group
Illinois
$146K +$146K +3,062 New
KWAG
166
Kiely Wealth Advisory Group
North Carolina
$135K – – –
EWA
167
EverSource Wealth Advisors
Alabama
$113K – – –
CF
168
Centaurus Financial
California
$111K +$106K +2,225 New
OC
169
Oakworth Capital
Alabama
$77.6K -$143K -3,000 -66%
IA
170
IFP Advisors
Florida
$77.4K – – –
RIA
171
Realta Investment Advisors
Delaware
$67.4K – – –
AWM
172
Aspire Wealth Management
Massachusetts
$67.2K – – –
CT
173
Colonial Trust
South Carolina
$66.5K -$5.44K -114 -8%
SFC
174
Strategic Financial Concepts
Texas
$63.6K +$230K +4,814 +78%
TLCM
175
Twin Lakes Capital Management
California
$63.1K – – –
5 6
7
8 9

PTLC Hedge Fund Activity: Q2 2024 in Review

204 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2024, worth a combined $1.87B — up 5.1% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PTLC positions and 10 closed out — a net gain of 14 holders — while 69 added to existing stakes and 59 trimmed.

The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $28.6M. The largest seller was Osaic Holdings, cutting an estimated $13.4M.

  • 204 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2024, up from 195 in Q1 2024.
  • Funds reported $1.87B of Pacer Trendpilot US Large Cap ETF stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 24 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2024 and 10 closed out, a net change of +14 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $28.6M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2024 was Osaic Holdings, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2024.