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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

129 hedge funds and large institutions have $1.62B invested in Pacer Trendpilot US Large Cap ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
24
Increased
62
Reduced
29
Closed
18
Calls
$2K
Puts
$74K
Net Calls
-$72K
Net Calls Change
-$72K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$30.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$23.5M
3
Morgan Stanley
Morgan Stanley
New York
+$19.3M
4
RJA
Raymond James & Associates
Florida
+$13.8M
5
MHS
M Holdings Securities
Oregon
+$9.71M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$31.4M
2
Wells Fargo
Wells Fargo
California
-$20.8M
3
HighTower Advisors
HighTower Advisors
Illinois
-$17M
4
FSA
Financial Services Advisory
Maryland
-$16M
5
IAA
Independent Advisor Alliance
North Carolina
-$9.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$384M +$30.1M +1,113,973 +9%
Morgan Stanley
2
Morgan Stanley
New York
$229M +$19.3M +714,637 +9%
UBS Group
3
UBS Group
Switzerland
$131M -$5.53M -204,874 -4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$98.2M +$4.66M +172,582 +5%
LPL Financial
5
LPL Financial
California
$93.3M +$8.93M +330,583 +11%
Wells Fargo
6
Wells Fargo
California
$74.1M -$20.8M -770,457 -22%
RJA
7
Raymond James & Associates
Florida
$66M +$13.8M +510,652 +26%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$54.7M +$23.5M +868,831 +75%
Osaic Holdings
9
Osaic Holdings
Arizona
$44.2M +$44.2M +2,218,618 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$40.9M -$3.73M -138,134 -8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$29.9M +$2.66M +98,539 +10%
CAN
12
Cetera Advisor Networks
California
$23.6M -$1.15M -42,737 -5%
MWA
13
Meridian Wealth Advisors
Texas
$18.5M -$3.47M -128,359 -16%
SPIA
14
Steward Partners Investment Advisory
New York
$16.6M -$31.4M -1,163,246 -65%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$15.7M +$7.48M +276,915 +91%
SBSB
16
Sullivan, Bruyette, Speros & Blaney
Virginia
$14.8M +$461K +17,083 +3%
VWA
17
V Wealth Advisors
Kansas
$13.9M +$5.01M +185,622 +57%
Stifel Financial
18
Stifel Financial
Missouri
$13.7M +$3.35M +124,148 +32%
MHS
19
M Holdings Securities
Oregon
$12.9M +$9.71M +359,325 +304%
GWAG
20
Garrett Wealth Advisory Group
Texas
$12.7M +$445K +16,462 +4%
GWM
21
Geneos Wealth Management
Colorado
$12.6M +$4.4M +162,822 +54%
SI
22
Stephens Inc
Arkansas
$11.1M -$124K -4,575 -1%
PAG
23
Private Advisor Group
New Jersey
$10.6M +$643K +23,799 +6%
COF
24
Capital One Financial
Virginia
$9.15M +$9.15M +338,893 New
CWM
25
Cornerstone Wealth Management
Missouri
$8.8M +$1.67M +61,825 +23%
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