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Pacer Trendpilot US Large Cap ETF

40 hedge funds and large institutions have $368M invested in Pacer Trendpilot US Large Cap ETF in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $290M → $368M (+$77.8M)

25% more funds holding

Funds holding: 3240 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.82% less ownership

Funds ownership: 51.61%50.79% (-0.82%)

Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
19
Reduced
5
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
$86.5M +$8.07M +287,775 +11%
Bank of America
2
Bank of America
North Carolina
$55.8M +$12.3M +439,833 +29%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$53.5M +$118K +4,191 +0.2%
UBS Group
4
UBS Group
Switzerland
$36.5M +$6.82M +243,045 +24%
Wells Fargo
5
Wells Fargo
California
$30.2M +$6.76M +240,816 +30%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$26.4M +$14.2M +504,687 +121%
LPL Financial
7
LPL Financial
California
$26.4M +$4.11M +146,404 +19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.1M -$564K -20,107 -5%
VWA
9
V Wealth Advisors
Kansas
$8.91M +$800K +28,501 +10%
RJA
10
Raymond James & Associates
Florida
$6.02M +$2.55M +90,909 +76%
AG
11
Advisor Group
Arizona
$5.54M +$665K +23,705 +14%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$3.6M +$149K +5,305 +4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.51M +$347K +12,359 +11%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.89M +$1.55M +55,080 +499%
BCM
15
Barometer Capital Management
Ontario, Canada
$1.62M +$1.59M +56,500 New
NA
16
NewEdge Advisors
Louisiana
$1.44M +$165K +5,873 +14%
OC
17
Oppenheimer & Co
New York
$1.11M +$74.1K +2,641 +7%
BTS
18
BB&T Securities
Virginia
$962K +$5.39K +192 +0.6%
IA
19
IFP Advisors
Florida
$836K -$140K -5,000 -15%
SI
20
Stephens Inc
Arkansas
$650K +$26.5K +945 +4%
PAG
21
Private Advisor Group
New Jersey
$612K -$959K -34,175 -62%
MIAN
22
Mariner Independent Advisor Network
Kansas
$524K +$500K +17,819 New
SPC
23
Sigma Planning Corp
Michigan
$467K +$38.3K +1,365 +9%
CA
24
Cetera Advisors
Colorado
$434K -$4.41K -157 -1%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$414K

PTLC Hedge Fund Activity: Q4 2017 in Review

40 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2017, worth a combined $368M — up 27% from $290M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PTLC positions and 3 closed out — a net gain of 8 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $14.2M. The largest seller was Private Advisor Group, cutting an estimated $959K.

  • 40 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2017, up from 32 in Q3 2017.
  • Funds reported $368M of Pacer Trendpilot US Large Cap ETF stock for Q4 2017, up 27% quarter-over-quarter.
  • 11 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2017 and 3 closed out, a net change of +8 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2017 was Commonwealth Equity Services, an estimated $14.2M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2017 was Private Advisor Group, an estimated $959K sold.

Based on aggregated 13F filings for Q4 2017.