Pacer Trendpilot US Large Cap ETF
PTLC
176 hedge funds and large institutions have $1.42B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 16 closing their positions.
43% more call options, than puts
Call options by funds: $183K | Put options by funds: $128K
38% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 16
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
4% more funds holding
Funds holding: 170 → 176 (+6)
3.11% more ownership
Funds ownership: 62.72% → 65.82% (+3.1%)
3% more capital invested
Capital invested by funds: $1.38B → $1.42B (+$39.9M)
2% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$42M |
| 2 |
Morgan Stanley
New York
|
+$10.9M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.21M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.84M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$6.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.35M |
| 2 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$4.35M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$4.11M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2.3M |
| 5 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$2.25M |
PTLC Hedge Fund Activity: Q3 2023 in Review
176 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2023, worth a combined $1.42B — up 2.9% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PTLC positions and 16 closed out — a net gain of 6 holders — while 55 added to existing stakes and 56 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $42M. The largest seller was Bank of America, cutting an estimated $6.35M.
- 176 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2023, up from 170 in Q2 2023.
- Funds reported $1.42B of Pacer Trendpilot US Large Cap ETF stock for Q3 2023, up 2.9% quarter-over-quarter.
- 22 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q3 2023 and 16 closed out, a net change of +6 holders.
- The largest Pacer Trendpilot US Large Cap ETF buyer in Q3 2023 was Osaic Holdings, an estimated $42M added.
- The largest Pacer Trendpilot US Large Cap ETF seller in Q3 2023 was Bank of America, an estimated $6.35M sold.
Based on aggregated 13F filings for Q3 2023.