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Pacer Trendpilot US Large Cap ETF

245 hedge funds and large institutions have $2.23B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 7

229% more call options, than puts

Call options by funds: $135K | Put options by funds: $41K

46% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 57

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

22% more funds holding

Funds holding: 201245 (+44)

8% more capital invested

Capital invested by funds: $2.07B → $2.23B (+$157M)

0.71% more ownership

Funds ownership: 66.05%66.76% (+0.71%)

Holders
245
Holders Change
+44
Holders Change %
+21.89%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
57
Increased
83
Reduced
57
Closed
7
Calls
$135K
Puts
$41K
Net Calls
+$94K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
AW
201
Avion Wealth
Texas
$171K
FHA
202
First Horizon Advisors
Tennessee
$169K +$171K +3,161 New
MG
203
Mather Group
Illinois
$164K
KWAG
204
Kiely Wealth Advisory Group
North Carolina
$154K
FFA
205
Farther Finance Advisors
California
$150K +$152K +2,812 New
BlackRock
206
BlackRock
New York
$130K +$131K +2,430 New
EB
207
Eastern Bank
Massachusetts
$125K
EWA
208
EverSource Wealth Advisors
Alabama
$124K +$4.15K +77 +3%
WIM
209
Westside Investment Management
California
$107K -$53.9K -1,000 -33%
EF
210
Empowered Funds
Pennsylvania
$96.4K +$97.3K +1,804 New
OC
211
Oakworth Capital
Alabama
$83.4K
NWM
212
Nova Wealth Management
Florida
$71.3K +$72K +1,335 New
TLCM
213
Twin Lakes Capital Management
California
$67.8K
OA
214
Operose Advisors
Wisconsin
$64.5K
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$63K
CT
216
Colonial Trust
South Carolina
$61.2K -$7.28K -135 -11%
AssetMark Inc
217
AssetMark Inc
California
$60.8K +$26.8K +496 +77%
CA
218
CoreCap Advisors
Michigan
$46K
SN
219
Sittner & Nelson
Oregon
$45.8K +$46.2K +857 New
LFG
220
Larson Financial Group
Missouri
$44.3K
RIA
221
Realta Investment Advisors
Delaware
$41.9K -$20.4K -378 -33%
SIS
222
Sound Income Strategies
Florida
$40.9K
CA
223
Crewe Advisors
Utah
$37.6K +$38K +704 New
PS
224
Principal Securities
Iowa
$35.8K +$36.1K +670 New
NFSG
225
Newbridge Financial Services Group
Florida
$34.3K +$5.39K +100 +18%

PTLC Hedge Fund Activity: Q4 2024 in Review

245 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2024, worth a combined $2.23B — up 7.6% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PTLC positions and 7 closed out — a net gain of 50 holders — while 83 added to existing stakes and 57 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.4M. The largest seller was Osaic Holdings, cutting an estimated $10.8M.

  • 245 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2024, up from 201 in Q3 2024.
  • Funds reported $2.23B of Pacer Trendpilot US Large Cap ETF stock for Q4 2024, up 7.6% quarter-over-quarter.
  • 57 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2024 and 7 closed out, a net change of +50 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $13.4M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2024 was Osaic Holdings, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2024.