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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

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
Holders
147
Holders Change
+18
Holders Change %
+13.95%
% of All Funds
2.27%
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

Top Buyers

1
LPL Financial
LPL Financial
California
$80.3M
2
Truist Financial
Truist Financial
North Carolina
$6.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.3M
4
Stifel Financial
Stifel Financial
Missouri
$13M
5
Jane Street
Jane Street
New York
$1.62M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$223M
2
Morgan Stanley
Morgan Stanley
New York
$168M
3
CIAS
CFS Investment Advisory Services
New Jersey
$74.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$636K
5
HI
Harbour Investments
Wisconsin
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$223M -$15.4M -370,715 -6%
Morgan Stanley
2
Morgan Stanley
New York
$168M -$11.4M -274,815 -6%
Wells Fargo
3
Wells Fargo
California
$92M +$739K +17,802 +0.8%
LPL Financial
4
LPL Financial
California
$80.3M +$6.01M +144,561 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$79.8M +$1.01M +24,286 +1%
CIAS
6
CFS Investment Advisory Services
New Jersey
$74.9M -$9.97M -253,531 -12%
UBS Group
7
UBS Group
Switzerland
$62.4M +$87.7K +2,112 +0.1%
5L
8
55I LLC
Massachusetts
$48.5M +$500K +12,041 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$41.9M -$74.7K -1,799 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$35.3M +$4.16M +100,035 +13%
RJA
11
Raymond James & Associates
Florida
$31.3M -$149K -3,586 -0.5%
Osaic Holdings
12
Osaic Holdings
Arizona
$23.4M +$1.28M +30,739 +6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15.4M -$1.44M -34,629 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$15.3M +$134K +3,234 +0.9%
Pacer Advisors
15
Pacer Advisors
Pennsylvania
$14.9M +$1.43M +34,320 +11%
KAS
16
Kestra Advisory Services
Texas
$14.6M +$395K +9,515 +3%
Stifel Financial
17
Stifel Financial
Missouri
$13M +$1.77M +42,499 +16%
Creative Planning
18
Creative Planning
Kansas
$12.9M -$802K -19,304 -6%
LFAS
19
Level Four Advisory Services
Texas
$9M -$81.9K -1,972 -0.9%
MWA
20
Meridian Wealth Advisors
Texas
$8.63M +$12.6K +304 +0.1%
AAS
21
Avantax Advisory Services
Texas
$8.56M -$668K -16,080 -7%
CAN
22
Cetera Advisor Networks
California
$7.03M -$130K -3,141 -2%
Truist Financial
23
Truist Financial
North Carolina
$6.7M +$4.2M +101,166 +168%
FSA
24
Financial Services Advisory
Maryland
$6.14M -$631K -15,180 -9%
CA
25
Cetera Advisors
Colorado
$5.74M -$618K -14,867 -10%
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