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Pacer Trendpilot US Large Cap ETF
PTLC

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.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $183K | Put options by funds: $128K

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

3.11% more ownership

Funds ownership: 62.68% → 65.79% (+3.1%)

3% more funds holding

Funds holding: 170 → 175 (+5)

3% more capital invested

Capital invested by funds: $1.37B → $1.41B (+$39.9M)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
2.78%
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
Osaic Holdings
Arizona
+$42M
2
Morgan Stanley
Morgan Stanley
New York
+$10.9M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.21M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.84M
5
AI
Atria Investments
North Carolina
+$6.12M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.35M
2
VWA
V Wealth Advisors
Kansas
-$4.35M
3
IAIM
International Assets Investment Management
Florida
-$4.11M
4
SPIA
Steward Partners Investment Advisory
New York
-$2.3M
5
FSA
Financial Services Advisory
Maryland
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$247M -$6.35M -153,299 -2%
Morgan Stanley
2
Morgan Stanley
New York
$152M +$10.9M +263,865 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$101M +$42M +1,012,337 +66%
LPL Financial
4
LPL Financial
California
$96.4M +$937K +22,606 +0.9%
Wells Fargo
5
Wells Fargo
California
$95.6M +$3.09M +74,478 +3%
CIAS
6
CFS Investment Advisory Services
New Jersey
$75.2M -$132K -3,192 -0.2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$61.4M -$472K -11,378 -0.7%
UBS Group
8
UBS Group
Switzerland
$58.6M -$2.19M -52,964 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$46.1M +$5.21M +125,809 +12%
RJA
10
Raymond James & Associates
Florida
$28.3M -$85.3K -2,059 -0.3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$26.4M +$800K +19,308 +3%
KOC
12
Koss-Olinger Consulting
Florida
$23.7M +$198K +4,787 +0.8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$21.1M +$648K +15,633 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$18.6M +$2.3M +55,492 +14%
APS
15
American Planning Services
Florida
$18.4M +$985K +23,765 +5%
CAN
16
Cetera Advisor Networks
California
$17.3M -$735K -17,735 -4%
KAS
17
Kestra Advisory Services
Texas
$15.2M +$977K +23,580 +7%
LFAS
18
Level Four Advisory Services
Texas
$14.6M -$1.26M -30,405 -8%
AWS
19
Atria Wealth Solutions
New York
$13.4M +$752K +18,142 +6%
CA
20
Cetera Advisors
Colorado
$12.3M -$1.28M -31,000 -9%
MML Investors Services
21
MML Investors Services
Massachusetts
$12.1M +$463K +11,184 +4%
Stifel Financial
22
Stifel Financial
Missouri
$10.9M +$483K +11,664 +4%
Pacer Advisors
23
Pacer Advisors
Pennsylvania
$10.2M +$15.9K +384 +0.2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$9.33M +$6.84M +165,030 +241%
MW
25
MBL Wealth
North Carolina
$9.27M +$134K +3,238 +1%
1
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PTLC Hedge Fund Activity: Q3 2023 in Review

175 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2023, worth a combined $1.41B — up 2.9% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PTLC positions and 17 closed out — a net gain of 5 holders — while 54 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.

  • 175 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2023, up from 170 in Q2 2023.
  • Funds reported $1.41B 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 17 closed out, a net change of +5 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.