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Pacer Trendpilot US Large Cap ETF
PTLC

204 hedge funds and large institutions have $1.87B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more call options, than puts

Call options by funds: $480K | Put options by funds: $59K

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

17% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 59

5% more capital invested

Capital invested by funds: $1.78B → $1.87B (+$91M)

5% more funds holding

Funds holding: 195 → 204 (+9)

0.9% less ownership

Funds ownership: 65.93% → 65.03% (-0.9%)

Holders
204
Holders Change
+9
Holders Change %
+4.62%
% of All Funds
2.95%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
24
Increased
69
Reduced
59
Closed
10
Calls
$480K
Puts
$59K
Net Calls
+$421K
Net Calls Change
+$179K

Top Buyers

1
KOC
Koss-Olinger Consulting
Florida
+$28.6M
2
Morgan Stanley
Morgan Stanley
New York
+$9.88M
3
Bank of America
Bank of America
North Carolina
+$9.45M
4
OP
ORG Partners
Indiana
+$6.08M
5
Wells Fargo
Wells Fargo
California
+$5.89M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$13.4M
2
APS
American Planning Services
Florida
-$8.59M
3
MCA
Magnolia Capital Advisors
Mississippi
-$4.11M
4
CG
Clarus Group
Texas
-$2.22M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
201
First Heartland Consultants
Missouri
$2.42K -$9.74K -204 -0.4%
BFPW
202
BOK Financial Private Wealth
Colorado
$2.29K +$2.2K +46 New
AssetMark Inc
203
AssetMark Inc
California
$2.24K +$2.15K +45 New
ACA
204
Aptus Capital Advisors
Alabama
$1.24K +$1.19K +25 New
MCA
205
Magnolia Capital Advisors
Mississippi
– -$4.11M -91,043 Closed
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
– -$2.01M -42,123 Closed
LNC
207
Lincoln National Corp
Pennsylvania
– -$1.09M -22,764 Closed
Fayez Sarofim & Co
208
Fayez Sarofim & Co
Texas
– -$309K -6,477 Closed
WS
209
Wedbush Securities
California
– -$227K -4,747 Closed
KWM
210
Kingsview Wealth Management
Oregon
– -$225K -4,705 Closed
NP
211
NorthRock Partners
Minnesota
– -$115K -2,415 Closed
First Manhattan
212
First Manhattan
New York
– -$94.4K -1,978 Closed
SFSG
213
Sound Financial Strategies Group
Mississippi
– -$38.7K -812 Closed
FGAM
214
Financial Gravity Asset Management
Texas
– -$15K -313 Closed
5 6 7 8
9

PTLC Hedge Fund Activity: Q2 2024 in Review

204 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2024, worth a combined $1.87B — up 5.1% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PTLC positions and 10 closed out — a net gain of 14 holders — while 69 added to existing stakes and 59 trimmed.

The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $28.6M. The largest seller was Osaic Holdings, cutting an estimated $13.4M.

  • 204 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2024, up from 195 in Q1 2024.
  • Funds reported $1.87B of Pacer Trendpilot US Large Cap ETF stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 24 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2024 and 10 closed out, a net change of +14 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $28.6M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2024 was Osaic Holdings, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2024.