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Pacer Trendpilot US Large Cap ETF
PTLC

170 hedge funds and large institutions have $1.37B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

847% more call options, than puts

Call options by funds: $284K | Put options by funds: $30K

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $1.23B → $1.37B (+$140M)

2% more funds holding

Funds holding: 166 → 170 (+4)

0.05% less ownership

Funds ownership: 62.73% → 62.68% (-0.05%)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

40% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 78

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
20
Increased
47
Reduced
78
Closed
15
Calls
$284K
Puts
$30K
Net Calls
+$254K
Net Calls Change
+$104K

Top Buyers

1
APS
American Planning Services
Florida
+$17M
2
IAIM
International Assets Investment Management
Florida
+$4.12M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.06M
4
MCA
Magnolia Capital Advisors
Mississippi
+$3.03M
5
MML Investors Services
MML Investors Services
Massachusetts
+$2.32M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.39M
2
Wells Fargo
Wells Fargo
California
-$7.08M
3
Morgan Stanley
Morgan Stanley
New York
-$4.75M
4
UBS Group
UBS Group
Switzerland
-$3.85M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$262M -$8.39M -215,204 -3%
Morgan Stanley
2
Morgan Stanley
New York
$147M -$4.75M -121,874 -3%
LPL Financial
3
LPL Financial
California
$98.7M -$454K -11,629 -0.5%
Wells Fargo
4
Wells Fargo
California
$95.8M -$7.08M -181,623 -7%
CIAS
5
CFS Investment Advisory Services
New Jersey
$77.8M +$278K +7,117 +0.4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$63.9M -$2.06M -52,860 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$62.9M -$1.54M -39,474 -3%
UBS Group
8
UBS Group
Switzerland
$62.8M -$3.85M -98,828 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$42.5M +$4.06M +103,975 +11%
RJA
10
Raymond James & Associates
Florida
$29.3M -$693K -17,762 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$26.5M -$1.96M -50,249 -7%
KOC
12
Koss-Olinger Consulting
Florida
$24.3M +$310K +7,955 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$21.2M +$935K +23,969 +5%
CAN
14
Cetera Advisor Networks
California
$18.6M -$2.12M -54,237 -11%
APS
15
American Planning Services
Florida
$18M +$17M +436,105 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$16.9M +$353K +9,048 +2%
LFAS
17
Level Four Advisory Services
Texas
$16.3M -$1.43M -36,596 -8%
KAS
18
Kestra Advisory Services
Texas
$14.8M +$133K +3,419 +1%
CA
19
Cetera Advisors
Colorado
$14M +$863K +22,132 +7%
AWS
20
Atria Wealth Solutions
New York
$13.1M +$144K +3,702 +1%
MML Investors Services
21
MML Investors Services
Massachusetts
$12M +$2.32M +59,505 +26%
SPIA
22
Steward Partners Investment Advisory
New York
$11.5M -$493K -12,645 -4%
Stifel Financial
23
Stifel Financial
Missouri
$10.7M +$1.09M +28,061 +12%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
$10.5M -$389K -9,965 -4%
WI
25
WBI Investments
New Jersey
$9.98M +$1.16M +29,760 +14%
1
2 3 4 5

PTLC Hedge Fund Activity: Q2 2023 in Review

170 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2023, worth a combined $1.37B — up 11% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PTLC positions and 15 closed out — a net gain of 5 holders — while 47 added to existing stakes and 78 trimmed.

The largest buyer was American Planning Services, opening a new position worth an estimated $17M. The largest seller was Bank of America, cutting an estimated $8.39M.

  • 170 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2023, up from 166 in Q1 2023.
  • Funds reported $1.37B of Pacer Trendpilot US Large Cap ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 20 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2023 and 15 closed out, a net change of +5 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2023 was American Planning Services, an estimated $17M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2023 was Bank of America, an estimated $8.39M sold.

Based on aggregated 13F filings for Q2 2023.