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Pacer Trendpilot US Large Cap ETF

147 hedge funds and large institutions have $1.23B invested in Pacer Trendpilot US Large Cap ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

14% more funds holding

Funds holding: 129147 (+18)

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

7% more capital invested

Capital invested by funds: $1.15B → $1.23B (+$79.1M)

1.27% less ownership

Funds ownership: 60.88%59.61% (-1.3%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

79% less call options, than puts

Call options by funds: $18K | Put options by funds: $85K

Holders
147
Holders Change
+18
Holders Change %
+13.95%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
26
Increased
54
Reduced
48
Closed
4
Calls
$18K
Puts
$85K
Net Calls
-$67K
Net Calls Change
-$140K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$223M -$15M -370,715 -6%
Morgan Stanley
2
Morgan Stanley
New York
$168M -$11.1M -274,815 -6%
Wells Fargo
3
Wells Fargo
California
$92M +$718K +17,802 +0.8%
LPL Financial
4
LPL Financial
California
$80.3M +$5.83M +144,561 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$79.8M +$980K +24,286 +1%
CIAS
6
CFS Investment Advisory Services
New Jersey
$74.9M -$10.2M -253,531 -12%
UBS Group
7
UBS Group
Switzerland
$62.4M +$85.2K +2,112 +0.1%
5L
8
55I LLC
Massachusetts
$48.5M +$486K +12,041 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$41.9M -$72.6K -1,799 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$35.3M +$4.04M +100,035 +13%
RJA
11
Raymond James & Associates
Florida
$31.3M -$145K -3,586 -0.5%
Osaic Holdings
12
Osaic Holdings
Arizona
$23.4M +$1.24M +30,739 +6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15.4M -$1.4M -34,629 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$15.3M +$131K +3,234 +0.9%
Pacer Advisors
15
Pacer Advisors
Pennsylvania
$14.9M +$1.38M +34,320 +11%
KAS
16
Kestra Advisory Services
Texas
$14.6M +$384K +9,515 +3%
Stifel Financial
17
Stifel Financial
Missouri
$13M +$1.71M +42,499 +16%
Creative Planning
18
Creative Planning
Kansas
$12.9M -$779K -19,304 -6%
LFAS
19
Level Four Advisory Services
Texas
$9M -$79.6K -1,972 -0.9%
MWA
20
Meridian Wealth Advisors
Texas
$8.63M +$12.3K +304 +0.1%
AAS
21
Avantax Advisory Services
Texas
$8.56M -$649K -16,080 -7%
CAN
22
Cetera Advisor Networks
California
$7.03M -$127K -3,141 -2%
Truist Financial
23
Truist Financial
North Carolina
$6.7M +$4.08M +101,166 +168%
FSA
24
Financial Services Advisory
Maryland
$6.14M -$613K -15,180 -9%
CA
25
Cetera Advisors
Colorado
$5.74M -$600K -14,867 -10%

PTLC Hedge Fund Activity: Q4 2021 in Review

147 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2021, worth a combined $1.23B — up 6.9% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PTLC positions and 4 closed out — a net gain of 22 holders — while 54 added to existing stakes and 48 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.83M. The largest seller was Bank of America, cutting an estimated $15M.

  • 147 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2021, up from 129 in Q3 2021.
  • Funds reported $1.23B of Pacer Trendpilot US Large Cap ETF stock for Q4 2021, up 6.9% quarter-over-quarter.
  • 26 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2021 and 4 closed out, a net change of +22 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2021 was LPL Financial, an estimated $5.83M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2021 was Bank of America, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2021.