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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

189 hedge funds and large institutions have $1.8B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
27
Increased
75
Reduced
61
Closed
12
Calls
$76K
Puts
$265K
Net Calls
-$189K
Net Calls Change
-$244K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
FS
2
Ferguson Shapiro
Georgia
$31M
3
LPL Financial
3
LPL Financial
California
$132M
4
Wells Fargo
4
Wells Fargo
California
$110M
5
AAS
5
Avantax Advisory Services
Texas
$10.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$63.9M
2
OFS
2
OneAscent Financial Services
Alabama
$298K
3
AI
3
Atria Investments
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$264M
5
SPC
5
Sigma Planning Corp
Michigan
$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
176
Harbor Investment Advisory
Maryland
$38.9K – – –
NFSG
177
Newbridge Financial Services Group
Florida
$34.2K – – –
SFSG
178
Sound Financial Strategies Group
Mississippi
$33.4K -$870K -20,112 -96%
SIS
179
Sound Income Strategies
Florida
$33K -$36.8K -851 -53%
GFPC
180
Global Financial Private Client
Florida
$25.2K – – –
US Bancorp
181
US Bancorp
Minnesota
$22.5K +$13.9K +321 +161%
LFG
182
Larson Financial Group
Missouri
$16K – – –
S
183
SignatureFD
Georgia
$14.5K -$346 -8 -2%
TRCT
184
Tower Research Capital (TRC)
New York
$11.3K +$11.3K +261 New
CB
185
CNB Bank
Pennsylvania
$10.8K – – –
AC
186
AlphaCore Capital
California
$9.41K +$9.41K +215 New
WIA
187
Wetzel Investment Advisors
Indiana
$7K +$7K +157 New
FPB
188
First PREMIER Bank
South Dakota
$6K – – –
FCAS
189
First Command Advisory Services
Texas
$1.26K +$1.26K +29 New
AI
190
Atria Investments
North Carolina
– -$5.9M -147,726 Closed
FSA
191
Financial Services Advisory
Maryland
– -$2M -49,937 Closed
KC
192
Kinloch Capital
Virginia
– -$294K -7,365 Closed
BCMLT
193
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$64.1K -1,552 Closed
WWP
194
WR Wealth Planners
Missouri
– -$52.5K -1,315 Closed
DF
195
DecisionPoint Financial
Arizona
– -$34K -851 Closed
RIA
196
Realta Investment Advisors
Delaware
– -$31.4K -760 Closed
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
– -$15.5K -390 Closed
BWS
198
Buck Wealth Strategies
Colorado
– -$13.8K -344 Closed
JWA
199
JFS Wealth Advisors
Pennsylvania
– -$6.15K -154 Closed
LAS
200
LWM Advisory Services
Florida
– -$4K -100 Closed
5 6 7
8
9