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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 %
OA
176
Operose Advisors
Wisconsin
$63.4K +$63.4K +1,207 New
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$62K +$15.3K +292 +33%
RIA
178
Realta Investment Advisors
Delaware
$61.7K -$10.7K -200 -15%
PCA
179
Providence Capital Advisors
North Carolina
$59K – – –
CA
180
CoreCap Advisors
Michigan
$45.2K – – –
AT
181
Avalon Trust
New Mexico
$43.7K – – –
LFG
182
Larson Financial Group
Missouri
$43.6K – – –
WWP
183
WR Wealth Planners
Missouri
$42K – – –
SIS
184
Sound Income Strategies
Florida
$40.2K – – –
AssetMark Inc
185
AssetMark Inc
California
$33.7K +$31.4K +597 +1,327%
FFA
186
Founders Financial Alliance
North Carolina
$31.5K – – –
GFPC
187
Global Financial Private Client
Florida
$30.6K – – –
NFSG
188
Newbridge Financial Services Group
Florida
$28.5K – – –
IIC
189
Integrated Investment Consultants
Michigan
$27.5K +$27.5K +27,467 New
CA
190
Continuum Advisory
Idaho
$22K +$22K +404 New
SL
191
Salomon & Ludwin
Virginia
$20.6K – – –
LI
192
LRI Investments
Florida
$18.8K – – –
S
193
SignatureFD
Georgia
$17.5K -$53 -1 -0.3%
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$15.4K – – –
CB
195
CNB Bank
Pennsylvania
$13.1K – – –
IRC
196
Investors Research Corp
Georgia
$13K – – –
HGERS
197
Householder Group Estate & Retirement Specialist
Arizona
$8K +$3.06K +63 +62%
BFPW
198
BOK Financial Private Wealth
Colorado
$2.42K – – –
ACA
199
Aptus Capital Advisors
Alabama
$1.31K – – –
FHC
200
First Heartland Consultants
Missouri
– -$2.42K -48,568 Closed
5 6 7
8
9