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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

129 hedge funds and large institutions have $1.15B invested in Pacer Trendpilot US Large Cap ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
36
Reduced
51
Closed
8
Calls
$100K
Puts
$27K
Net Calls
+$73K
Net Calls Change
–

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$81.4M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$12.2M
3
MW
3
MBL Wealth
North Carolina
$8.41M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.3M
5
CAN
5
Cetera Advisor Networks
California
$6.5M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$12.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
Bank of America
3
Bank of America
North Carolina
$217M
4
CG
4
Clarus Group
Texas
$2.1M
5
GWM
5
Geneos Wealth Management
Colorado
$5.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$217M 5,745,897 -106,490 -2%
Morgan Stanley
2
Morgan Stanley
New York
$163M 4,313,408 -176,694 -4%
Wells Fargo
3
Wells Fargo
California
$82.9M 2,196,686 +29,985 +1%
CIAS
4
CFS Investment Advisory Services
New Jersey
$81.4M 2,158,229 +2,158,229 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$71.6M 1,897,123 +13,502 +0.7%
LPL Financial
6
LPL Financial
California
$67.5M 1,789,225 +8,156 +0.5%
UBS Group
7
UBS Group
Switzerland
$56.6M 1,500,525 -17,627 -1%
5L
8
55I LLC
Massachusetts
$43.6M 1,154,932 -2,777 -0.2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$38.1M 1,010,868 -21,770 -2%
RJA
10
Raymond James & Associates
Florida
$28.6M 757,502 -14,356 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$28.3M 749,709 +73,734 +11%
Osaic Holdings
12
Osaic Holdings
Arizona
$20.1M 532,923 -6,205 -1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15.3M 405,584 +405 +0.1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13.8M 365,156 +42,644 +13%
KAS
15
Kestra Advisory Services
Texas
$12.9M 341,040 +63,645 +23%
Creative Planning
16
Creative Planning
Kansas
$12.4M 329,938 -418,551 -56%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$12.2M 323,283 +323,283 New
Stifel Financial
18
Stifel Financial
Missouri
$10.2M 271,241 +9,802 +4%
MW
19
MBL Wealth
North Carolina
$8.41M 222,905 +222,905 New
AAS
20
Avantax Advisory Services
Texas
$8.37M 222,045 -20,411 -8%
LFAS
21
Level Four Advisory Services
Texas
$8.25M 218,549 -21,475 -9%
MWA
22
Meridian Wealth Advisors
Texas
$7.83M 207,486 – –
CAN
23
Cetera Advisor Networks
California
$6.5M 172,264 +67,433 +64%
FSA
24
Financial Services Advisory
Maryland
$6.15M 162,941 -8,723 -5%
CA
25
Cetera Advisors
Colorado
$5.77M 152,952 +17,578 +13%
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