PTLC icon

Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

166 hedge funds and large institutions have $1.23B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 74 reducing their positions, and 13 closing their positions.

Holders
166
Holders Change
+10
Holders Change %
+6.41%
% of All Funds
2.66%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
24
Increased
42
Reduced
74
Closed
13
Calls
$154K
Puts
$4K
Net Calls
+$150K
Net Calls Change
+$133K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$26.3M
2
WI
2
WBI Investments
New Jersey
$8.07M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.69M
4
GWM
4
Geneos Wealth Management
Colorado
$7.03M
5
JCM
5
J2 Capital Management
Michigan
$3.86M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$60.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Bank of America
3
Bank of America
North Carolina
$250M
4
UBS Group
4
UBS Group
Switzerland
$61.6M
5
SPC
5
Sigma Planning Corp
Michigan
$7.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$250M 6,555,562 -689,014 -10%
Morgan Stanley
2
Morgan Stanley
New York
$140M 3,673,409 -836,205 -19%
Wells Fargo
3
Wells Fargo
California
$95.2M 2,500,035 -24,239 -1%
LPL Financial
4
LPL Financial
California
$91.4M 2,401,996 +8,387 +0.4%
CIAS
5
CFS Investment Advisory Services
New Jersey
$71.5M 1,877,531 +6,897 +0.4%
UBS Group
6
UBS Group
Switzerland
$61.6M 1,618,511 -573,126 -26%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$60.9M 1,600,260 -964,843 -38%
Osaic Holdings
8
Osaic Holdings
Arizona
$59.5M 1,562,271 -125,600 -7%
RJA
9
Raymond James & Associates
Florida
$27.7M 726,894 +37,360 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.3M 691,100 +164,820 +31%
KOC
11
Koss-Olinger Consulting
Florida
$22.1M 580,569 +17,970 +3%
CAN
12
Cetera Advisor Networks
California
$19.2M 505,415 -50,757 -9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$18.6M 489,028 -138,835 -22%
LFAS
14
Level Four Advisory Services
Texas
$16.4M 431,569 +17,641 +4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$15.2M 400,229 -44,797 -10%
KAS
16
Kestra Advisory Services
Texas
$13.5M 354,189 -22,554 -6%
CA
17
Cetera Advisors
Colorado
$12.1M 317,754 +2,499 +0.8%
AWS
18
Atria Wealth Solutions
New York
$12M 314,677 +14,261 +5%
SPIA
19
Steward Partners Investment Advisory
New York
$11.1M 290,895 -1,158 -0.4%
Pacer Advisors
20
Pacer Advisors
Pennsylvania
$10M 263,918 -25,825 -9%
Stifel Financial
21
Stifel Financial
Missouri
$8.84M 232,167 +5,399 +2%
MML Investors Services
22
MML Investors Services
Massachusetts
$8.82M 231,652 -2,109 -0.9%
MW
23
MBL Wealth
North Carolina
$8.6M 225,881 -62,371 -22%
FEG
24
Financial Enhancement Group
Indiana
$8.56M 224,642 +30,096 +15%
WI
25
WBI Investments
New Jersey
$8.07M 211,901 +121,122 +133%
1
2 3 4 5