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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

199 hedge funds and large institutions have $2.07B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 80 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
13
Increased
80
Reduced
51
Closed
15
Calls
$150K
Puts
$49K
Net Calls
+$101K
Net Calls Change
-$320K

Top Buyers

1
FS
1
Ferguson Shapiro
Georgia
$61.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$49.1M
3
LPL Financial
3
LPL Financial
California
$170M
4
FCM
4
Fourpath Capital Management
Oklahoma
$7.77M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$62.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$124M
2
CFA
2
Camarda Financial Advisors
Florida
$1.66M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$76.3M
4
KAS
4
Kestra Advisory Services
Texas
$21.2M
5
SPIA
5
Steward Partners Investment Advisory
New York
$7.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$266K -$2.16K -41 -0.8%
EPA
152
Element Pointe Advisors
Florida
$264K – – –
SP
153
SWS Partners
Ohio
$264K +$53 +1 +0%
BAM
154
Belpointe Asset Management
Nevada
$263K +$10.5K +200 +4%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$262K +$23.4K +446 +10%
MW
156
Marcum Wealth
Ohio
$253K -$63.2K -1,203 -20%
FCP
157
Fidelis Capital Partners
Florida
$253K – – –
PAS
158
Park Avenue Securities
New York
$244K – – –
KC
159
Kinloch Capital
Virginia
$228K +$10.6K +202 +5%
LNWWM
160
Laird Norton Wetherby Wealth Management
California
$219K – – –
NEPWA
161
New England Private Wealth Advisors
Massachusetts
$216K – – –
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$212K -$30K -570 -12%
PA
163
PSI Advisors
Florida
$200K +$23.6K +450 +13%
AW
164
Avion Wealth
Texas
$168K – – –
MG
165
Mather Group
Illinois
$161K – – –
WIM
166
Westside Investment Management
California
$158K – – –
KWAG
167
Kiely Wealth Advisory Group
North Carolina
$153K – – –
IA
168
IFP Advisors
Florida
$136K +$54.5K +1,038 +67%
EB
169
Eastern Bank
Massachusetts
$123K +$123K +2,340 New
EWA
170
EverSource Wealth Advisors
Alabama
$118K – – –
CF
171
Centaurus Financial
California
$117K – – –
OC
172
Oakworth Capital
Alabama
$82K – – –
AWM
173
Aspire Wealth Management
Massachusetts
$71K – – –
CT
174
Colonial Trust
South Carolina
$66.7K -$2.98K -57 -4%
TLCM
175
Twin Lakes Capital Management
California
$66.7K – – –
5 6
7
8 9