Pacer Trendpilot US Large Cap ETF
PTLC
156 hedge funds and large institutions have $1.4B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 39 reducing their positions, and 9 closing their positions.
350% more capital inflows, than outflows
Capital inflows: $130M | Capital outflows: $28.9M
97% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 39
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
65% more call options, than puts
Call options by funds: $43K | Put options by funds: $26K
2.06% more ownership
Funds ownership: 64.75% → 66.81% (+2.1%)
0% more funds holding
Funds holding: 156 → 156 (0)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$28.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$11.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$10.2M |
| 4 |
Financial Enhancement Group
Anderson,
Indiana
|
+$6.89M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.42M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.15M |
| 3 |
Avantax Advisory Services
Dallas,
Texas
|
-$2.1M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$1.16M |
| 5 |
Western Wealth Management
Golden,
Colorado
|
-$1.07M |
PTLC Hedge Fund Activity: Q4 2022 in Review
156 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2022, worth a combined $1.4B — up 6.4% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PTLC positions and 9 closed out — a net gain of 6 holders — while 77 added to existing stakes and 39 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $28.9M. The largest seller was UBS Group, cutting an estimated $8.42M.
- 156 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $1.4B of Pacer Trendpilot US Large Cap ETF stock for Q4 2022, up 6.4% quarter-over-quarter.
- 15 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2022 and 9 closed out, a net change of +6 holders.
- The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $28.9M added.
- The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2022 was UBS Group, an estimated $8.42M sold.
Based on aggregated 13F filings for Q4 2022.