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Pacer Trendpilot US Large Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

1,781% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $73K

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

133.52% more ownership

Funds ownership: 62.1%195.61% (+134%)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 143155 (+12)

5% more capital invested

Capital invested by funds: $1.24B → $1.3B (+$58.7M)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.67%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$267M +$2.58M +68,515 +1%
Morgan Stanley
2
Morgan Stanley
New York
$169M +$15.1M +400,414 +10%
UBS Group
3
UBS Group
Switzerland
$90.9M +$5.18M +137,641 +6%
Wells Fargo
4
Wells Fargo
California
$84.9M -$1.18M -31,299 -1%
LPL Financial
5
LPL Financial
California
$78.5M +$6.61M +175,674 +9%
CIAS
6
CFS Investment Advisory Services
New Jersey
$72.7M +$2.66B +70,853,314 +3,742%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$67.8M -$1.24M -33,022 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$58.2M +$38M +1,011,035 +189%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$33M -$7.49M -199,112 -19%
RJA
10
Raymond James & Associates
Florida
$26.7M -$603K -16,036 -2%
CAN
11
Cetera Advisor Networks
California
$21.7M +$2.23M +59,339 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$20.9M +$538K +14,310 +3%
KOC
13
Koss-Olinger Consulting
Florida
$20.7M -$16.9M -449,380 -45%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$17.2M +$2.95M +78,420 +21%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$15.9M +$2.06M +54,725 +15%
LFAS
16
Level Four Advisory Services
Texas
$14.8M +$796K +21,167 +6%
KAS
17
Kestra Advisory Services
Texas
$13.6M +$118K +3,139 +0.9%
SPC
18
Sigma Planning Corp
Michigan
$12.7M +$959K +25,500 +8%
Pacer Advisors
19
Pacer Advisors
Pennsylvania
$12.1M -$142K -3,784 -1%
MW
20
MBL Wealth
North Carolina
$10.6M -$475K -12,630 -4%
AWS
21
Atria Wealth Solutions
New York
$10.4M +$273K +7,263 +3%
CA
22
Cetera Advisors
Colorado
$9.84M +$3.49M +92,783 +55%
Stifel Financial
23
Stifel Financial
Missouri
$8.31M +$138K +3,673 +2%
SPIA
24
Steward Partners Investment Advisory
New York
$8.12M +$2.51M +66,811 +45%
MWA
25
Meridian Wealth Advisors
Texas
$7.75M

PTLC Hedge Fund Activity: Q3 2022 in Review

155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2022, worth a combined $1.3B — up 4.7% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PTLC positions and 6 closed out — a net gain of 14 holders — while 48 added to existing stakes and 49 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $2.66B. The largest seller was Koss-Olinger Consulting, cutting an estimated $16.9M.

  • 155 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2022, up from 143 in Q2 2022.
  • Funds reported $1.3B of Pacer Trendpilot US Large Cap ETF stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 20 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q3 2022 and 6 closed out, a net change of +14 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $2.66B added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q3 2022 was Koss-Olinger Consulting, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2022.