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Pacer Trendpilot US Large Cap ETF

143 hedge funds and large institutions have $1.24B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $1.13B → $1.24B (+$112M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

3% less funds holding

Funds holding: 147143 (-4)

16% less call options, than puts

Call options by funds: $113K | Put options by funds: $135K

146.09% less ownership

Funds ownership: 208.18%62.1% (-146%)

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
11
Increased
46
Reduced
51
Closed
12
Calls
$113K
Puts
$135K
Net Calls
-$22K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$264M +$70.5M +1,870,389 +36%
Morgan Stanley
2
Morgan Stanley
New York
$153M +$9.6M +254,761 +7%
Wells Fargo
3
Wells Fargo
California
$85.8M +$4.99M +132,442 +6%
UBS Group
4
UBS Group
Switzerland
$85.5M +$25.4M +675,055 +42%
LPL Financial
5
LPL Financial
California
$71.7M +$3.51M +93,031 +5%
CIAS
6
CFS Investment Advisory Services
New Jersey
$71.1M -$2.73B -72,485,161 -97%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$68.8M -$2.64M -70,117 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$40.4M +$2.35M +62,249 +6%
KOC
9
Koss-Olinger Consulting
Florida
$37.5M -$1.91M -50,736 -5%
RJA
10
Raymond James & Associates
Florida
$27.3M -$1.01M -26,821 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.3M -$5.39M -142,964 -21%
Osaic Holdings
12
Osaic Holdings
Arizona
$20.1M -$2.68M -71,011 -12%
CAN
13
Cetera Advisor Networks
California
$19.5M +$13.2M +350,306 +209%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$14.2M -$1.48M -39,196 -9%
LFAS
15
Level Four Advisory Services
Texas
$14M +$938K +24,875 +7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$13.8M -$3.28K -87 -0%
KAS
17
Kestra Advisory Services
Texas
$13.5M +$350K +9,285 +3%
Pacer Advisors
18
Pacer Advisors
Pennsylvania
$12.2M -$788K -20,906 -6%
SPC
19
Sigma Planning Corp
Michigan
$11.7M +$10.8M +285,222 +1,069%
MW
20
MBL Wealth
North Carolina
$11.1M +$1.08M +28,559 +11%
AWS
21
Atria Wealth Solutions
New York
$10.1M -$528K -14,002 -5%
Creative Planning
22
Creative Planning
Kansas
$8.8M -$1.1M -29,219 -11%
AAS
23
Avantax Advisory Services
Texas
$8.51M +$668K +17,713 +8%
Stifel Financial
24
Stifel Financial
Missouri
$8.15M +$421K +11,176 +5%
MWA
25
Meridian Wealth Advisors
Texas
$7.74M

PTLC Hedge Fund Activity: Q2 2022 in Review

143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2022, worth a combined $1.24B — up 9.9% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PTLC and 11 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 46 added.

The largest buyer was Bank of America, adding an estimated $70.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $2.73B.

  • 143 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2022, down from 147 in Q1 2022.
  • Funds reported $1.24B of Pacer Trendpilot US Large Cap ETF stock for Q2 2022, up 9.9% quarter-over-quarter.
  • 11 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2022 and 12 closed out, a net change of -1 holder.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2022 was Bank of America, an estimated $70.5M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $2.73B sold.

Based on aggregated 13F filings for Q2 2022.