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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

194 hedge funds and large institutions have $1.78B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+5
Holders Change %
+2.65%
% of All Funds
2.81%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
85
Reduced
55
Closed
13
Calls
$457K
Puts
$215K
Net Calls
+$242K
Net Calls Change
+$431K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$46.8M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$8.55M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
4
CAN
Cetera Advisor Networks
California
$26.1M
5
Ameriprise
Ameriprise
Minnesota
$7.34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$204M
2
KOC
Koss-Olinger Consulting
Florida
$0
3
Bank of America
Bank of America
North Carolina
$280M
4
Wells Fargo
Wells Fargo
California
$111M
5
UBS Group
UBS Group
Switzerland
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$43K +$144 +3 +0.3%
HIA
177
Harbor Investment Advisory
Maryland
$42.9K – – –
SFSG
178
Sound Financial Strategies Group
Mississippi
$38.7K +$1.96K +41 +5%
WWP
179
WR Wealth Planners
Missouri
$38.2K +$38.2K +800 New
NFSG
180
Newbridge Financial Services Group
Florida
$38.1K +$334 +7 +0.9%
SIS
181
Sound Income Strategies
Florida
$36.5K +$143 +3 +0.4%
GFPC
182
Global Financial Private Client
Florida
$27.7K – – –
BFEC
183
Benjamin F. Edwards & Company
Missouri
$22K -$47.5K -1,000 -68%
SL
184
Salomon & Ludwin
Virginia
$18.7K +$18.7K +392 New
LFG
185
Larson Financial Group
Missouri
$17.7K – – –
LI
186
LRI Investments
Florida
$16.5K +$16.5K +345 New
S
187
SignatureFD
Georgia
$15.9K – – –
FGAM
188
Financial Gravity Asset Management
Texas
$15K +$15K +313 New
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$13.7K +$13.7K +288 New
CB
190
CNB Bank
Pennsylvania
$11.9K – – –
IRC
191
Investors Research Corp
Georgia
$11.8K +$11.8K +247 New
WIA
192
Wetzel Investment Advisors
Indiana
$7.16K – – –
FPB
193
First PREMIER Bank
South Dakota
$7K – – –
PCM
194
Penserra Capital Management
California
$7K +$7K +163 New
KOC
195
Koss-Olinger Consulting
Florida
– -$24.6M -567,835 Closed
OP
196
ORG Partners
Indiana
– -$1.07M -24,755 Closed
Bank of New York Mellon
197
Bank of New York Mellon
New York
– -$453K -10,476 Closed
Jane Street
198
Jane Street
New York
– -$421K -9,741 Closed
FFS
199
Founders Financial Securities
Maryland
– -$396K -9,156 Closed
Goldman Sachs
200
Goldman Sachs
New York
– -$322K -7,453 Closed
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