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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

25 hedge funds and large institutions have $228M invested in Pacer Trendpilot US Large Cap ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
12
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$11.5M
2
Morgan Stanley
Morgan Stanley
New York
+$4.59M
3
UBS Group
UBS Group
Switzerland
+$3.73M
4
Wells Fargo
Wells Fargo
California
+$3.41M
5
VWA
V Wealth Advisors
Kansas
+$2.79M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$21.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.96M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$1.11M
4
PAG
Private Advisor Group
New Jersey
-$905K
5
BTS
BB&T Securities
Virginia
-$660K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58.8M +$4.59M +181,634 +8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$43.2M -$21.4M -844,687 -33%
Bank of America
3
Bank of America
North Carolina
$33.1M +$11.5M +453,908 +53%
UBS Group
4
UBS Group
Switzerland
$18.9M +$3.73M +147,654 +25%
Wells Fargo
5
Wells Fargo
California
$17.8M +$3.41M +134,964 +24%
LPL Financial
6
LPL Financial
California
$16.1M +$1.78M +70,666 +12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.67M +$1.26M +49,823 +17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.59M +$228K +9,009 +3%
VWA
9
V Wealth Advisors
Kansas
$4.91M +$2.79M +110,592 +132%
AG
10
Advisor Group
Arizona
$4.03M -$276K -10,902 -6%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.9M +$707K +27,975 +32%
BTS
12
BB&T Securities
Virginia
$2.25M -$660K -26,127 -23%
IAA
13
Independent Advisor Alliance
North Carolina
$1.95M +$1.95M +77,576 New
RJA
14
Raymond James & Associates
Florida
$1.25M -$152K -6,001 -11%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.19M -$22.7K -898 -2%
PAG
16
Private Advisor Group
New Jersey
$1.19M -$905K -35,985 -43%
OC
17
Oppenheimer & Co
New York
$933K +$177K +7,016 +23%
IA
18
IFP Advisors
Florida
$865K +$17.7K +700 +2%
SI
19
Stephens Inc
Arkansas
$444K +$9.1K +360 +2%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$429K +$429K +16,973 New
Ameriprise
21
Ameriprise
Minnesota
$277K -$162K -6,406 -37%
PP
22
PagnatoKarp Partners
Virginia
$275K +$275K +10,865 New
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$122K – – –
BWA
24
Burt Wealth Advisors
Maryland
$71K +$71K +2,800 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$68K – – –
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