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Pacer Trendpilot US Large Cap ETF

156 hedge funds and large institutions have $1.38B invested in Pacer Trendpilot US Large Cap ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 76 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 39

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

65% more call options, than puts

Call options by funds: $43K | Put options by funds: $26K

6% more capital invested

Capital invested by funds: $1.3B → $1.38B (+$82.3M)

1% more funds holding

Funds holding: 155156 (+1)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

129.41% less ownership

Funds ownership: 195.61%66.2% (-129%)

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
16
Increased
76
Reduced
39
Closed
9
Calls
$43K
Puts
$26K
Net Calls
+$17K
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$272M +$5.85M +154,758 +2%
Morgan Stanley
2
Morgan Stanley
New York
$169M +$862K +22,827 +0.5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$96.2M +$28.9M +766,012 +43%
Wells Fargo
4
Wells Fargo
California
$94.6M +$10.2M +270,903 +12%
LPL Financial
5
LPL Financial
California
$89.7M +$11.7M +309,513 +15%
UBS Group
6
UBS Group
Switzerland
$82.2M -$8.42M -222,796 -9%
CIAS
7
CFS Investment Advisory Services
New Jersey
$70.1M -$2.68B -70,876,352 -97%
Osaic Holdings
8
Osaic Holdings
Arizona
$63.3M +$5.34M +141,448 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$28.7M -$4.15M -109,840 -13%
RJA
10
Raymond James & Associates
Florida
$25.9M -$754K -19,967 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$23.5M +$6.45M +170,750 +37%
KOC
12
Koss-Olinger Consulting
Florida
$21.1M +$502K +13,295 +2%
CAN
13
Cetera Advisor Networks
California
$20.9M -$798K -21,136 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.7M -$1.04M -27,641 -5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$16.7M +$851K +22,534 +5%
LFAS
16
Level Four Advisory Services
Texas
$15.5M +$783K +20,721 +5%
KAS
17
Kestra Advisory Services
Texas
$14.1M +$546K +14,459 +4%
SPC
18
Sigma Planning Corp
Michigan
$12.9M +$264K +6,985 +2%
CA
19
Cetera Advisors
Colorado
$11.8M +$2.04M +54,082 +21%
Truist Financial
20
Truist Financial
North Carolina
$11.4M +$5.42M +143,510 +90%
AWS
21
Atria Wealth Solutions
New York
$11.3M +$917K +24,271 +9%
SPIA
22
Steward Partners Investment Advisory
New York
$10.9M +$2.89M +76,418 +35%
Pacer Advisors
23
Pacer Advisors
Pennsylvania
$10.9M -$1.16M -30,774 -10%
MW
24
MBL Wealth
North Carolina
$10.8M +$217K +5,754 +2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$8.82M +$5.95M +157,546 +203%

PTLC Hedge Fund Activity: Q4 2022 in Review

156 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2022, worth a combined $1.38B — up 6.3% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PTLC positions and 9 closed out — a net gain of 7 holders — while 76 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 CFS Investment Advisory Services, cutting an estimated $2.68B.

  • 156 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2022, up from 155 in Q3 2022.
  • Funds reported $1.38B of Pacer Trendpilot US Large Cap ETF stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 16 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2022 and 9 closed out, a net change of +7 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 CFS Investment Advisory Services, an estimated $2.68B sold.

Based on aggregated 13F filings for Q4 2022.