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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

147 hedge funds and large institutions have $1.13B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 15 closing their positions.

Holders
147
Holders Change
–
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
17
Increased
43
Reduced
55
Closed
15
Calls
$72K
Puts
$105K
Net Calls
-$33K
Net Calls Change
+$34K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$40.8M
2
AWS
2
Atria Wealth Solutions
New York
$11M
3
MW
3
MBL Wealth
North Carolina
$10.4M
4
LFAS
4
Level Four Advisory Services
Texas
$13.5M
5
WWP
5
WR Wealth Planners
Missouri
$4.15M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$200M
2
Morgan Stanley
2
Morgan Stanley
New York
$149M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.5M
4
LPL Financial
4
LPL Financial
California
$70.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$200M 5,150,914 -224,268 -4%
Morgan Stanley
2
Morgan Stanley
New York
$149M 3,831,612 -206,981 -5%
Wells Fargo
3
Wells Fargo
California
$83.6M 2,152,228 -62,260 -3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$73.9M 1,902,230 -19,179 -1%
LPL Financial
5
LPL Financial
California
$70.5M 1,815,391 -118,395 -6%
UBS Group
6
UBS Group
Switzerland
$62.2M 1,601,737 +99,100 +7%
5L
7
55I LLC
Massachusetts
$46.8M 1,204,396 +37,423 +3%
KOC
8
Koss-Olinger Consulting
Florida
$40.8M 1,049,420 +1,049,420 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$39.4M 1,013,259 +4,190 +0.4%
RJA
10
Raymond James & Associates
Florida
$29.2M 752,358 -1,558 -0.2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$26.5M 682,575 -167,169 -20%
Osaic Holdings
12
Osaic Holdings
Arizona
$23.8M 606,399 +42,737 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$16.2M 417,889 +49,499 +13%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$14.3M 367,854 -3,101 -0.8%
KAS
15
Kestra Advisory Services
Texas
$13.6M 349,860 -695 -0.2%
LFAS
16
Level Four Advisory Services
Texas
$13.5M 347,165 +130,588 +60%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$13.4M 345,207 -12,396 -3%
AWS
18
Atria Wealth Solutions
New York
$11M 282,884 +282,884 New
MW
19
MBL Wealth
North Carolina
$10.4M 266,569 +266,569 New
Creative Planning
20
Creative Planning
Kansas
$10.2M 263,468 -47,166 -15%
AAS
21
Avantax Advisory Services
Texas
$8.1M 208,724 +2,759 +1%
Stifel Financial
22
Stifel Financial
Missouri
$8M 205,938 -107,802 -34%
MWA
23
Meridian Wealth Advisors
Texas
$8M 205,929 -1,861 -0.9%
GWM
24
Geneos Wealth Management
Colorado
$7.95M 204,757 +85,741 +72%
CAN
25
Cetera Advisor Networks
California
$6.51M 167,663 -1,460 -0.9%
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