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Pacer Trendpilot US Large Cap ETF

245 hedge funds and large institutions have $2.23B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 7

229% more call options, than puts

Call options by funds: $135K | Put options by funds: $41K

46% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 57

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

22% more funds holding

Funds holding: 201245 (+44)

8% more capital invested

Capital invested by funds: $2.07B → $2.23B (+$157M)

0.71% more ownership

Funds ownership: 66.05%66.76% (+0.71%)

Holders
245
Holders Change
+44
Holders Change %
+21.89%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
57
Increased
83
Reduced
57
Closed
7
Calls
$135K
Puts
$41K
Net Calls
+$94K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
151
Brown Brothers Harriman & Co
New York
$475K
TFS
152
Thoroughbred Financial Services
Tennessee
$473K +$478K +8,853 New
JP Morgan Chase
153
JP Morgan Chase
New York
$473K +$191K +3,549 +67%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$446K -$24.9K -461 -5%
XPN
155
XY Planning Network
Montana
$445K +$449K +8,329 New
MFG
156
Merit Financial Group
Georgia
$431K -$27.9K -517 -6%
ODA
157
One Degree Advisors
California
$404K +$395K +7,322 New
Bank of New York Mellon
158
Bank of New York Mellon
New York
$400K +$404K +7,489 New
AF
159
Allworth Financial
California
$398K -$8.79K -163 -2%
OPWM
160
Oregon Pacific Wealth Management
Oregon
$396K +$400K +7,413 New
GSWM
161
Golden State Wealth Management
California
$395K +$399K +7,396 New
BWA
162
Burt Wealth Advisors
Maryland
$390K
AG
163
AmeriFlex Group
Nevada
$373K +$366K +6,790 New
Baird Financial Group
164
Baird Financial Group
Wisconsin
$360K -$131K -2,422 -26%
CCFM
165
Clear Creek Financial Management
Washington
$352K +$7.39K +137 +2%
SFG
166
Sovereign Financial Group
Connecticut
$340K -$9.06K -168 -3%
IA
167
Inspire Advisors
Idaho
$338K -$194K -3,602 -36%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$336K +$66.1K +1,225 +24%
OFS
169
OneAscent Financial Services
Alabama
$327K +$330K +6,122 New
SF
170
Synovus Financial
Georgia
$296K -$294K -5,444 -50%
MWM
171
Mascagni Wealth Management
Mississippi
$295K +$309K +5,732 New
RWA
172
Redhawk Wealth Advisors
Minnesota
$295K
IW
173
IronOak Wealth
Texas
$294K +$295K +5,465 New
HWA
174
HMV Wealth Advisors
Louisiana
$294K +$297K +5,500 New
IA
175
Insight Advisors
Pennsylvania
$289K

PTLC Hedge Fund Activity: Q4 2024 in Review

245 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2024, worth a combined $2.23B — up 7.6% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PTLC positions and 7 closed out — a net gain of 50 holders — while 83 added to existing stakes and 57 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.4M. The largest seller was Osaic Holdings, cutting an estimated $10.8M.

  • 245 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2024, up from 201 in Q3 2024.
  • Funds reported $2.23B of Pacer Trendpilot US Large Cap ETF stock for Q4 2024, up 7.6% quarter-over-quarter.
  • 57 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2024 and 7 closed out, a net change of +50 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $13.4M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2024 was Osaic Holdings, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2024.