We are live on ! Find out more
PTLC icon

Pacer Trendpilot US Large Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $100K | Put options by funds: $27K

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% less capital invested

Capital invested by funds: $1.07B → $1.07B (-$975K)

2% less funds holding

Funds holding: 128126 (-2)

1.7% less ownership

Funds ownership: 57.72%56.02% (-1.7%)

25% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 55

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
2.19%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$220M -$35M -957,407 -14%
Morgan Stanley
2
Morgan Stanley
New York
$169M -$9.1M -248,838 -5%
Wells Fargo
3
Wells Fargo
California
$81.5M -$47.7K -1,305 -0.1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$70.8M -$562K -15,374 -0.8%
LPL Financial
5
LPL Financial
California
$67M +$1.24M +33,871 +2%
UBS Group
6
UBS Group
Switzerland
$57.1M -$5.82M -159,022 -9%
5L
7
55I LLC
Massachusetts
$43.5M +$506K +13,841 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$38.8M +$2.7M +73,943 +8%
RJA
9
Raymond James & Associates
Florida
$29M -$1.41M -38,529 -5%
Creative Planning
10
Creative Planning
Kansas
$28.1M +$27.4M +748,489 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$25.4M -$9.23M -252,371 -27%
Osaic Holdings
12
Osaic Holdings
Arizona
$20.3M +$814K +22,244 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15.2M -$679K -18,575 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$12.1M +$308K +8,416 +3%
KAS
15
Kestra Advisory Services
Texas
$10.4M +$9.02M +246,683 +803%
Stifel Financial
16
Stifel Financial
Missouri
$9.83M +$418K +11,431 +5%
AAS
17
Avantax Advisory Services
Texas
$9.11M -$628K -17,173 -7%
LFAS
18
Level Four Advisory Services
Texas
$9.03M +$1.29M +35,337 +17%
MWA
19
Meridian Wealth Advisors
Texas
$7.8M -$292K -7,970 -4%
GWM
20
Geneos Wealth Management
Colorado
$6.65M -$13M -355,339 -67%
FSA
21
Financial Services Advisory
Maryland
$6.46M -$176K -4,810 -3%
SPIA
22
Steward Partners Investment Advisory
New York
$5.65M -$316K -8,630 -5%
LA
23
LVW Advisors
New York
$5.51M +$3.29K +90 +0.1%
MML Investors Services
24
MML Investors Services
Massachusetts
$5.17M -$341K -9,323 -6%
CA
25
Cetera Advisors
Colorado
$5.09M +$227K +6,198 +5%

PTLC Hedge Fund Activity: Q2 2021 in Review

126 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2021, worth a combined $1.07B — down 0.09% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PTLC positions and 9 closed out — a net gain of 1 holder — while 41 added to existing stakes and 55 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $27.4M. The largest seller was Bank of America, cutting an estimated $35M.

  • 126 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2021, down from 128 in Q1 2021.
  • Funds reported $1.07B of Pacer Trendpilot US Large Cap ETF stock for Q2 2021, down 0.09% quarter-over-quarter.
  • 10 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2021 and 9 closed out, a net change of +1 holder.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2021 was Creative Planning, an estimated $27.4M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2021 was Bank of America, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2021.