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Pacer Trendpilot US Large Cap ETF

105 hedge funds and large institutions have $1.58B invested in Pacer Trendpilot US Large Cap ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $1.38B → $1.58B (+$205M)

14% more funds holding

Funds holding: 92105 (+13)

1.11% more ownership

Funds ownership: 58.72%59.84% (+1.1%)

Holders
105
Holders Change
+13
Holders Change %
+14.13%
% of All Funds
2.3%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
22
Increased
49
Reduced
27
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
$373M +$57.9M +1,877,233 +19%
Morgan Stanley
2
Morgan Stanley
New York
$222M +$8.84M +286,764 +4%
UBS Group
3
UBS Group
Switzerland
$145M +$20.2M +656,239 +16%
Wells Fargo
4
Wells Fargo
California
$106M +$6.56M +212,885 +7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$105M +$7.4M +240,119 +8%
LPL Financial
6
LPL Financial
California
$86.3M +$1.21M +39,185 +1%
SPIA
7
Steward Partners Investment Advisory
New York
$58.1M +$13.8M +447,074 +31%
RJA
8
Raymond James & Associates
Florida
$56.2M +$5.74M +186,179 +11%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$48.6M +$1.14M +36,889 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$29.2M +$1.99M +64,695 +7%
CAN
11
Cetera Advisor Networks
California
$29.2M -$256K -8,302 -0.9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$26.1M +$7.63M +247,566 +42%
MWA
13
Meridian Wealth Advisors
Texas
$24M +$17.4M +565,144 +272%
SBSB
14
Sullivan, Bruyette, Speros & Blaney
Virginia
$23.3M -$39.6K -1,286 -0.2%
HighTower Advisors
15
HighTower Advisors
Illinois
$20.2M +$327K +10,616 +2%
AG
16
Advisor Group
Arizona
$18.9M +$1.41M +45,824 +8%
SAM
17
Shamrock Asset Management
Texas
$16.2M -$1.55M -50,120 -9%
FSA
18
Financial Services Advisory
Maryland
$14.7M -$152K -4,933 -1%
SI
19
Stephens Inc
Arkansas
$12.6M -$21.3K -691 -0.2%
PAG
20
Private Advisor Group
New Jersey
$11.9M -$221K -7,178 -2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$11.6M +$1.98M +64,267 +21%
VWA
22
V Wealth Advisors
Kansas
$10.2M +$717K +23,253 +8%
Stifel Financial
23
Stifel Financial
Missouri
$8.94M +$6.82M +221,189 +332%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.63M +$1.78M +57,791 +26%
GLA
25
Good Life Advisors
Pennsylvania
$7.35M +$276K +8,949 +4%

PTLC Hedge Fund Activity: Q3 2019 in Review

105 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2019, worth a combined $1.58B — up 15% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PTLC positions and 9 closed out — a net gain of 13 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $57.9M. The largest seller was F3Logic, cutting an estimated $2.96M.

  • 105 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2019, up from 92 in Q2 2019.
  • Funds reported $1.58B of Pacer Trendpilot US Large Cap ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 22 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q3 2019 and 9 closed out, a net change of +13 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q3 2019 was Bank of America, an estimated $57.9M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q3 2019 was F3Logic, an estimated $2.96M sold.

Based on aggregated 13F filings for Q3 2019.