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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

175 hedge funds and large institutions have $1.41B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 17 closing their positions.

Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
22
Increased
54
Reduced
56
Closed
17
Calls
$183K
Puts
$128K
Net Calls
+$55K
Net Calls Change
-$199K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$101M
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.92M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.33M
5
AI
5
Atria Investments
North Carolina
$5.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$247M
2
VWA
2
V Wealth Advisors
Kansas
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$8.9M
5
FSA
5
Financial Services Advisory
Maryland
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$247M 6,187,059 -153,299 -2%
Morgan Stanley
2
Morgan Stanley
New York
$152M 3,815,400 +263,865 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$101M 2,535,134 +1,012,337 +66%
LPL Financial
4
LPL Financial
California
$96.4M 2,412,973 +22,606 +0.9%
Wells Fargo
5
Wells Fargo
California
$95.6M 2,392,890 +74,478 +3%
CIAS
6
CFS Investment Advisory Services
New Jersey
$75.2M 1,881,456 -3,192 -0.2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$61.4M 1,536,022 -11,378 -0.7%
UBS Group
8
UBS Group
Switzerland
$58.6M 1,466,719 -52,964 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$46.1M 1,154,834 +125,809 +12%
RJA
10
Raymond James & Associates
Florida
$28.3M 707,073 -2,059 -0.3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$26.4M 660,159 +19,308 +3%
KOC
12
Koss-Olinger Consulting
Florida
$23.7M 593,311 +4,787 +0.8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$21.1M 528,630 +15,633 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$18.6M 464,769 +55,492 +14%
APS
15
American Planning Services
Florida
$18.4M 459,870 +23,765 +5%
CAN
16
Cetera Advisor Networks
California
$17.3M 433,443 -17,735 -4%
KAS
17
Kestra Advisory Services
Texas
$15.2M 381,188 +23,580 +7%
LFAS
18
Level Four Advisory Services
Texas
$14.6M 364,568 -30,405 -8%
AWS
19
Atria Wealth Solutions
New York
$13.4M 336,521 +18,142 +6%
CA
20
Cetera Advisors
Colorado
$12.3M 308,886 -31,000 -9%
MML Investors Services
21
MML Investors Services
Massachusetts
$12.1M 302,341 +11,184 +4%
Stifel Financial
22
Stifel Financial
Missouri
$10.9M 271,892 +11,664 +4%
Pacer Advisors
23
Pacer Advisors
Pennsylvania
$10.2M 254,337 +384 +0.2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$9.33M 233,495 +165,030 +241%
MW
25
MBL Wealth
North Carolina
$9.27M 231,976 +3,238 +1%
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