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Pacer Trendpilot US Large Cap ETF
PTLC

30 hedge funds and large institutions have $250M invested in Pacer Trendpilot US Large Cap ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

20% more funds holding

Funds holding: 25 → 30 (+5)

10% more capital invested

Capital invested by funds: $228M → $250M (+$21.9M)

3.5% more ownership

Funds ownership: 53.28% → 56.78% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
16
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.52M
2
LPL Financial
LPL Financial
California
+$1.92M
3
VWA
V Wealth Advisors
Kansas
+$1.9M
4
UBS Group
UBS Group
Switzerland
+$1.58M
5
RJA
Raymond James & Associates
Florida
+$1.39M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$1.95M
2
BTS
BB&T Securities
Virginia
-$1.43M
3
Wells Fargo
Wells Fargo
California
-$527K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$202K
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$38.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$67M +$6.52M +254,049 +11%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$44.9M +$493K +19,216 +1%
Bank of America
3
Bank of America
North Carolina
$34M -$13.5K -526 -0%
UBS Group
4
UBS Group
Switzerland
$21M +$1.58M +61,682 +8%
LPL Financial
5
LPL Financial
California
$18.6M +$1.92M +74,944 +12%
Wells Fargo
6
Wells Fargo
California
$17.8M -$527K -20,532 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.85M +$1.01M +39,361 +12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.74M +$816K +31,809 +9%
VWA
9
V Wealth Advisors
Kansas
$6.98M +$1.9M +73,886 +38%
AG
10
Advisor Group
Arizona
$4.34M +$203K +7,893 +5%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$3.2M +$224K +8,736 +8%
RJA
12
Raymond James & Associates
Florida
$2.7M +$1.39M +54,286 +109%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.96M +$726K +28,290 +60%
PAG
14
Private Advisor Group
New Jersey
$1.56M +$324K +12,628 +27%
OC
15
Oppenheimer & Co
New York
$1.01M +$48.6K +1,894 +5%
IA
16
IFP Advisors
Florida
$889K – – –
SPC
17
Sigma Planning Corp
Michigan
$888K +$876K +34,157 New
BTS
18
BB&T Securities
Virginia
$867K -$1.43M -55,711 -63%
NA
19
NewEdge Advisors
Louisiana
$653K +$644K +25,109 New
SI
20
Stephens Inc
Arkansas
$551K +$93.6K +3,646 +21%
CA
21
Cetera Advisors
Colorado
$455K +$448K +17,479 New
PP
22
PagnatoKarp Partners
Virginia
$402K +$118K +4,581 +42%
Ameriprise
23
Ameriprise
Minnesota
$247K -$37.2K -1,451 -13%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$236K -$202K -7,881 -46%
ACM
25
Aviance Capital Management
Florida
$113K +$112K +4,363 New
1
2

PTLC Hedge Fund Activity: Q2 2017 in Review

30 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2017, worth a combined $250M — up 9.6% from $228M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PTLC positions and 1 closed out — a net gain of 5 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.52M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $1.95M sold.

  • 30 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2017, up from 25 in Q1 2017.
  • Funds reported $250M of Pacer Trendpilot US Large Cap ETF stock for Q2 2017, up 9.6% quarter-over-quarter.
  • 6 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2017 and 1 closed out, a net change of +5 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2017 was Morgan Stanley, an estimated $6.52M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2017 was Independent Advisor Alliance, an estimated $1.95M sold.

Based on aggregated 13F filings for Q2 2017.