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Pacer Trendpilot US Large Cap ETF

92 hedge funds and large institutions have $1.38B invested in Pacer Trendpilot US Large Cap ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

21% more capital invested

Capital invested by funds: $1.14B → $1.38B (+$239M)

14% more funds holding

Funds holding: 8192 (+11)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

22.85% less ownership

Funds ownership: 81.57%58.72% (-23%)

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
21
Increased
47
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$310M +$73.9M +2,469,121 +32%
Morgan Stanley
2
Morgan Stanley
New York
$210M +$2.28M +76,203 +1%
UBS Group
3
UBS Group
Switzerland
$123M +$429K +14,315 +0.4%
Wells Fargo
4
Wells Fargo
California
$98.2M +$16.8M +562,642 +21%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$96M +$12M +401,062 +15%
LPL Financial
6
LPL Financial
California
$83.8M +$15.2M +507,493 +23%
RJA
7
Raymond James & Associates
Florida
$49.6M +$14.9M +498,813 +44%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$46.7M +$5.71M +190,707 +14%
SPIA
9
Steward Partners Investment Advisory
New York
$43.6M +$19.5M +651,976 +85%
CAN
10
Cetera Advisor Networks
California
$29M +$2.78M +92,834 +11%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$26.8M +$4.4M +146,851 +20%
SBSB
12
Sullivan, Bruyette, Speros & Blaney
Virginia
$23M -$656K -21,924 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$19.6M +$1.57M +52,301 +9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$18.1M +$221K +7,386 +1%
SAM
15
Shamrock Asset Management
Texas
$17.5M -$1.41M -46,930 -8%
AG
16
Advisor Group
Arizona
$17.2M +$3.25M +108,506 +24%
FSA
17
Financial Services Advisory
Maryland
$14.6M +$168K +5,613 +1%
SI
18
Stephens Inc
Arkansas
$12.5M +$951K +31,768 +8%
PAG
19
Private Advisor Group
New Jersey
$11.9M +$343K +11,450 +3%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$9.54M +$631K +21,071 +7%
VWA
21
V Wealth Advisors
Kansas
$9.3M +$124K +4,151 +1%
F
22
F3Logic
Minnesota
$9.12M -$257K -8,567 -3%
GLA
23
Good Life Advisors
Pennsylvania
$6.96M +$175K +5,861 +3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.73M -$348K -11,629 -5%
MWA
25
Meridian Wealth Advisors
Texas
$6.37M +$232K +7,761 +4%

PTLC Hedge Fund Activity: Q2 2019 in Review

92 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2019, worth a combined $1.38B — up 21% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PTLC positions and 9 closed out — a net gain of 12 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $73.9M. The largest seller was WealthShield Partners, cutting an estimated $3.2M.

  • 92 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $1.38B of Pacer Trendpilot US Large Cap ETF stock for Q2 2019, up 21% quarter-over-quarter.
  • 21 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2019 and 9 closed out, a net change of +12 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2019 was Bank of America, an estimated $73.9M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2019 was WealthShield Partners, an estimated $3.2M sold.

Based on aggregated 13F filings for Q2 2019.