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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

126 hedge funds and large institutions have $1.07B invested in Pacer Trendpilot US Large Cap ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 9 closing their positions.

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
2.2%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
10
Increased
41
Reduced
55
Closed
9
Calls
$100K
Puts
$27K
Net Calls
+$73K
Net Calls Change
+$3K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$28.1M
2
KAS
2
Kestra Advisory Services
Texas
$10.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$38.8M
4
ARC
4
Advisor Resource Council
Texas
$2.47M
5
LFAS
5
Level Four Advisory Services
Texas
$9.03M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$220M
2
GWM
2
Geneos Wealth Management
Colorado
$6.65M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$25.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$169M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$220M 5,852,387 -957,407 -14%
Morgan Stanley
2
Morgan Stanley
New York
$169M 4,490,102 -248,838 -5%
Wells Fargo
3
Wells Fargo
California
$81.5M 2,166,701 -1,305 -0.1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$70.8M 1,883,621 -15,374 -0.8%
LPL Financial
5
LPL Financial
California
$67M 1,781,069 +33,871 +2%
UBS Group
6
UBS Group
Switzerland
$57.1M 1,518,152 -159,022 -9%
5L
7
55I LLC
Massachusetts
$43.5M 1,157,709 +13,841 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$38.8M 1,032,638 +73,943 +8%
RJA
9
Raymond James & Associates
Florida
$29M 771,858 -38,529 -5%
Creative Planning
10
Creative Planning
Kansas
$28.1M 748,489 +748,489 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$25.4M 675,975 -252,371 -27%
Osaic Holdings
12
Osaic Holdings
Arizona
$20.3M 539,128 +22,244 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15.2M 405,179 -18,575 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$12.1M 322,512 +8,416 +3%
KAS
15
Kestra Advisory Services
Texas
$10.4M 277,395 +246,683 +803%
Stifel Financial
16
Stifel Financial
Missouri
$9.83M 261,439 +11,431 +5%
AAS
17
Avantax Advisory Services
Texas
$9.11M 242,456 -17,173 -7%
LFAS
18
Level Four Advisory Services
Texas
$9.03M 240,024 +35,337 +17%
MWA
19
Meridian Wealth Advisors
Texas
$7.8M 207,486 -7,970 -4%
GWM
20
Geneos Wealth Management
Colorado
$6.65M 174,619 -355,339 -67%
FSA
21
Financial Services Advisory
Maryland
$6.46M 171,664 -4,810 -3%
SPIA
22
Steward Partners Investment Advisory
New York
$5.65M 150,383 -8,630 -5%
LA
23
LVW Advisors
New York
$5.51M 146,444 +90 +0.1%
MML Investors Services
24
MML Investors Services
Massachusetts
$5.17M 137,446 -9,323 -6%
CA
25
Cetera Advisors
Colorado
$5.09M 135,374 +6,198 +5%
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