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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

155 hedge funds and large institutions have $1.3B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 6 closing their positions.

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.68%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
48
Reduced
49
Closed
6
Calls
$1.37M
Puts
$73K
Net Calls
+$1.3M
Net Calls Change
+$1.32M

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$72.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$58.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$169M
4
LPL Financial
4
LPL Financial
California
$78.5M
5
UBS Group
5
UBS Group
Switzerland
$90.9M

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$20.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$33M
3
GWM
3
Geneos Wealth Management
Colorado
$4.87M
4
AAS
4
Avantax Advisory Services
Texas
$6.3M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$267M 7,089,818 +68,515 +1%
Morgan Stanley
2
Morgan Stanley
New York
$169M 4,486,787 +400,414 +10%
UBS Group
3
UBS Group
Switzerland
$90.9M 2,414,433 +137,641 +6%
Wells Fargo
4
Wells Fargo
California
$84.9M 2,253,371 -31,299 -1%
LPL Financial
5
LPL Financial
California
$78.5M 2,084,096 +175,674 +9%
CIAS
6
CFS Investment Advisory Services
New Jersey
$72.7M 72,746,986 +70,853,314 +3,742%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$67.8M 1,799,091 -33,022 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$58.2M 1,546,423 +1,011,035 +189%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$33M 876,396 -199,112 -19%
RJA
10
Raymond James & Associates
Florida
$26.7M 709,501 -16,036 -2%
CAN
11
Cetera Advisor Networks
California
$21.7M 577,308 +59,339 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$20.9M 553,921 +14,310 +3%
KOC
13
Koss-Olinger Consulting
Florida
$20.7M 549,304 -449,380 -45%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$17.2M 457,113 +78,420 +21%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$15.9M 422,492 +54,725 +15%
LFAS
16
Level Four Advisory Services
Texas
$14.8M 393,207 +21,167 +6%
KAS
17
Kestra Advisory Services
Texas
$13.6M 362,284 +3,139 +0.9%
SPC
18
Sigma Planning Corp
Michigan
$12.7M 337,397 +25,500 +8%
Pacer Advisors
19
Pacer Advisors
Pennsylvania
$12.1M 320,517 -3,784 -1%
MW
20
MBL Wealth
North Carolina
$10.6M 282,498 -12,630 -4%
AWS
21
Atria Wealth Solutions
New York
$10.4M 276,145 +7,263 +3%
CA
22
Cetera Advisors
Colorado
$9.84M 261,173 +92,783 +55%
Stifel Financial
23
Stifel Financial
Missouri
$8.32M 220,787 +3,673 +2%
SPIA
24
Steward Partners Investment Advisory
New York
$8.12M 215,635 +66,811 +45%
MWA
25
Meridian Wealth Advisors
Texas
$7.76M 205,929 – –
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