PTLC icon

Pacer Trendpilot US Large Cap ETF

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.

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.68%
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
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$262M 6,340,358 -215,204 -3%
Morgan Stanley
2
Morgan Stanley
New York
$147M 3,551,535 -121,874 -3%
LPL Financial
3
LPL Financial
California
$98.7M 2,390,367 -11,629 -0.5%
Wells Fargo
4
Wells Fargo
California
$95.8M 2,318,412 -181,623 -7%
CIAS
5
CFS Investment Advisory Services
New Jersey
$77.8M 1,884,648 +7,117 +0.4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$63.9M 1,547,400 -52,860 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$62.9M 1,522,797 -39,474 -3%
UBS Group
8
UBS Group
Switzerland
$62.8M 1,519,683 -98,828 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$42.5M 1,029,025 +103,975 +11%
RJA
10
Raymond James & Associates
Florida
$29.3M 709,132 -17,762 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$26.5M 640,851 -50,249 -7%
KOC
12
Koss-Olinger Consulting
Florida
$24.3M 588,524 +7,955 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$21.2M 512,997 +23,969 +5%
CAN
14
Cetera Advisor Networks
California
$18.6M 451,178 -54,237 -11%
APS
15
American Planning Services
Florida
$18M 436,105 +436,105 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$16.9M 409,277 +9,048 +2%
LFAS
17
Level Four Advisory Services
Texas
$16.3M 394,973 -36,596 -8%
KAS
18
Kestra Advisory Services
Texas
$14.8M 357,608 +3,419 +1%
CA
19
Cetera Advisors
Colorado
$14M 339,886 +22,132 +7%
AWS
20
Atria Wealth Solutions
New York
$13.1M 318,379 +3,702 +1%
MML Investors Services
21
MML Investors Services
Massachusetts
$12M 291,157 +59,505 +26%
SPIA
22
Steward Partners Investment Advisory
New York
$11.5M 278,250 -12,645 -4%
Stifel Financial
23
Stifel Financial
Missouri
$10.7M 260,228 +28,061 +12%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
$10.5M 253,953 -9,965 -4%
WI
25
WBI Investments
New Jersey
$9.98M 241,661 +29,760 +14%