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Pacer Trendpilot US Large Cap ETF

32 hedge funds and large institutions have $290M invested in Pacer Trendpilot US Large Cap ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

16% more capital invested

Capital invested by funds: $250M → $290M (+$40.3M)

7% more funds holding

Funds holding: 3032 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.17% less ownership

Funds ownership: 56.78%51.61% (-5.2%)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
16
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74.2M +$4.14M +156,335 +6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$50.6M +$3.6M +135,735 +8%
Bank of America
3
Bank of America
North Carolina
$40.9M +$5.32M +200,904 +15%
UBS Group
4
UBS Group
Switzerland
$28M +$6M +226,295 +28%
Wells Fargo
5
Wells Fargo
California
$22.1M +$3.48M +131,158 +19%
LPL Financial
6
LPL Financial
California
$21M +$1.57M +59,323 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12M +$1.66M +62,462 +16%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11.3M +$1.15M +43,397 +12%
VWA
9
V Wealth Advisors
Kansas
$7.38M +$93.3K +3,521 +1%
AG
10
Advisor Group
Arizona
$4.61M +$72.4K +2,734 +2%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$3.27M -$75.4K -2,847 -2%
RJA
12
Raymond James & Associates
Florida
$3.23M +$407K +15,341 +15%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.99M +$926K +34,943 +46%
PAG
14
Private Advisor Group
New Jersey
$1.51M -$131K -4,937 -8%
NA
15
NewEdge Advisors
Louisiana
$1.18M +$476K +17,948 +71%
OC
16
Oppenheimer & Co
New York
$985K -$66K -2,492 -6%
IA
17
IFP Advisors
Florida
$928K
BTS
18
BB&T Securities
Virginia
$906K +$1.83K +69 +0.2%
SI
19
Stephens Inc
Arkansas
$590K +$14.3K +540 +3%
PP
20
PagnatoKarp Partners
Virginia
$430K +$10.9K +410 +3%
CA
21
Cetera Advisors
Colorado
$417K -$57.1K -2,154 -12%
SPC
22
Sigma Planning Corp
Michigan
$405K -$509K -19,208 -56%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$392K +$383K +14,448 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$299K +$292K +11,037 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$247K

PTLC Hedge Fund Activity: Q3 2017 in Review

32 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2017, worth a combined $290M — up 16% from $250M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PTLC positions and 3 closed out — a net gain of 2 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was UBS Group, adding an estimated $6M. The largest seller was Sigma Planning Corp, cutting an estimated $509K.

  • 32 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2017, up from 30 in Q2 2017.
  • Funds reported $290M of Pacer Trendpilot US Large Cap ETF stock for Q3 2017, up 16% quarter-over-quarter.
  • 5 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q3 2017 and 3 closed out, a net change of +2 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q3 2017 was UBS Group, an estimated $6M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q3 2017 was Sigma Planning Corp, an estimated $509K sold.

Based on aggregated 13F filings for Q3 2017.