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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

242 hedge funds and large institutions have $2.22B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+43
Holders Change %
+21.61%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
56
Increased
82
Reduced
57
Closed
7
Calls
$135K
Puts
$41K
Net Calls
+$94K
Net Calls Change
-$7K

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.3M
2
BCM
Brookstone Capital Management
Illinois
+$11.3M
3
Morgan Stanley
Morgan Stanley
New York
+$10.8M
4
FS
Ferguson Shapiro
Georgia
+$8.05M
5
MWM
MY Wealth Management
Maryland
+$7.55M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$10.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.51M
3
PCA
Prosperity Capital Advisors
Ohio
-$2.28M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.95M
5
UBS Group
UBS Group
Switzerland
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
151
JPMorgan Chase & Co
New York
$473K +$190K +3,549 +67%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$446K -$24.6K -461 -5%
XPN
153
XY Planning Network
Montana
$445K +$445K +8,329 New
MFG
154
Merit Financial Group
Georgia
$431K -$27.6K -517 -6%
ODA
155
One Degree Advisors
California
$404K +$404K +7,322 New
Bank of New York Mellon
156
Bank of New York Mellon
New York
$400K +$400K +7,489 New
AF
157
Allworth Financial
California
$398K -$9.02K -163 -2%
OPWM
158
Oregon Pacific Wealth Management
Oregon
$396K +$396K +7,413 New
GSWM
159
Golden State Wealth Management
California
$395K +$395K +7,396 New
BWA
160
Burt Wealth Advisors
Maryland
$390K – – –
AG
161
AmeriFlex Group
Nevada
$373K +$373K +6,790 New
Baird Financial Group
162
Baird Financial Group
Wisconsin
$360K -$129K -2,422 -26%
CCFM
163
Clear Creek Financial Management
Washington
$352K +$7.32K +137 +2%
SFG
164
Sovereign Financial Group
Connecticut
$340K -$8.98K -168 -3%
IA
165
Inspire Advisors
Idaho
$338K -$192K -3,602 -36%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$336K +$65.5K +1,225 +24%
OFS
167
OneAscent Financial Services
Alabama
$327K +$327K +6,122 New
SF
168
Synovus Financial
Georgia
$296K -$291K -5,444 -50%
MWM
169
Mascagni Wealth Management
Mississippi
$295K +$295K +5,732 New
RWA
170
Redhawk Wealth Advisors
Minnesota
$295K – – –
IW
171
IronOak Wealth
Texas
$294K +$294K +5,465 New
HWA
172
HMV Wealth Advisors
Louisiana
$294K +$294K +5,500 New
IA
173
Insight Advisors
Pennsylvania
$289K – – –
PAS
174
Park Avenue Securities
New York
$288K +$40.1K +750 +16%
AAS
175
Ameritas Advisory Services
Nebraska
$288K +$288K +5,389 New
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7
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