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Pacer Trendpilot US Large Cap ETF

133 hedge funds and large institutions have $1.18B invested in Pacer Trendpilot US Large Cap ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

75% more call options, than puts

Call options by funds: $35K | Put options by funds: $20K

11% more funds holding

Funds holding: 120133 (+13)

8% more capital invested

Capital invested by funds: $1.1B → $1.18B (+$83.5M)

4.2% more ownership

Funds ownership: 57.31%61.5% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

51% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 63

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
28
Increased
31
Reduced
63
Closed
15
Calls
$35K
Puts
$20K
Net Calls
+$15K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$248M -$29.1M -932,548 -11%
Morgan Stanley
2
Morgan Stanley
New York
$172M -$13.4M -430,091 -8%
Wells Fargo
3
Wells Fargo
California
$90.2M +$17.2M +550,896 +25%
CIAS
4
CFS Investment Advisory Services
New Jersey
$71.3M +$68M +2,179,047 New
UBS Group
5
UBS Group
Switzerland
$67.3M -$15.1M -483,033 -19%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$63.4M -$15.6M -501,224 -21%
LPL Financial
7
LPL Financial
California
$63.4M -$7.27M -232,832 -11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$34.2M -$239K -7,665 -0.7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$32.3M -$6.53M -209,130 -17%
RJA
10
Raymond James & Associates
Florida
$28.7M -$4.37M -139,884 -14%
5L
11
55I LLC
Massachusetts
$25.8M +$21.4M +684,095 +647%
Osaic Holdings
12
Osaic Holdings
Arizona
$21M -$23M -735,648 -53%
CAN
13
Cetera Advisor Networks
California
$20.7M -$4.37M -139,816 -18%
GWM
14
Geneos Wealth Management
Colorado
$16.1M +$1.97M +63,173 +13%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$15.5M -$280K -8,984 -2%
SBSB
16
Sullivan, Bruyette, Speros & Blaney
Virginia
$14.1M -$676K -21,658 -5%
Stifel Financial
17
Stifel Financial
Missouri
$11.4M -$5.81M -186,072 -35%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.38M -$3.75M -120,219 -30%
CG
19
Clarus Group
Texas
$9.14M +$8.31M +266,232 New
AAS
20
Avantax Advisory Services
Texas
$8.95M -$5.09M -162,934 -37%
Pacer Advisors
21
Pacer Advisors
Pennsylvania
$8.04M +$579K +18,538 +8%
MWA
22
Meridian Wealth Advisors
Texas
$7.32M -$689K -22,074 -9%
MW
23
MBL Wealth
North Carolina
$6.86M +$6.55M +209,786 New
FSA
24
Financial Services Advisory
Maryland
$6.19M +$298K +9,559 +5%
MML Investors Services
25
MML Investors Services
Massachusetts
$5.96M -$1.36M -43,564 -19%

PTLC Hedge Fund Activity: Q4 2020 in Review

133 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2020, worth a combined $1.18B — up 7.6% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PTLC positions and 15 closed out — a net gain of 13 holders — while 31 added to existing stakes and 63 trimmed.

The largest buyer was 55I LLC, adding an estimated $21.4M. The largest seller was Bank of America, cutting an estimated $29.1M.

  • 133 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2020, up from 120 in Q3 2020.
  • Funds reported $1.18B of Pacer Trendpilot US Large Cap ETF stock for Q4 2020, up 7.6% quarter-over-quarter.
  • 28 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2020 and 15 closed out, a net change of +13 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2020 was 55I LLC, an estimated $21.4M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2020 was Bank of America, an estimated $29.1M sold.

Based on aggregated 13F filings for Q4 2020.