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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

189 hedge funds and large institutions have $1.8B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
27
Increased
75
Reduced
61
Closed
12
Calls
$76K
Puts
$265K
Net Calls
-$189K
Net Calls Change
-$244K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
FS
2
Ferguson Shapiro
Georgia
$31M
3
LPL Financial
3
LPL Financial
California
$132M
4
TWP
4
Tyche Wealth Partners
Texas
$10.1M
5
Wells Fargo
5
Wells Fargo
California
$110M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$63.9M
2
OFS
2
OneAscent Financial Services
Alabama
$298K
3
AI
3
Atria Investments
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$264M
5
SPC
5
Sigma Planning Corp
Michigan
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$377M 8,720,180 +4,904,780 +129%
Bank of America
2
Bank of America
North Carolina
$264M 6,092,086 -94,973 -2%
LPL Financial
3
LPL Financial
California
$132M 3,040,768 +627,795 +26%
Wells Fargo
4
Wells Fargo
California
$110M 2,543,424 +150,534 +6%
CIAS
5
CFS Investment Advisory Services
New Jersey
$82M 1,895,645 +14,189 +0.8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$67.7M 1,564,584 +28,562 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$63.9M 1,476,482 -1,058,652 -42%
UBS Group
8
UBS Group
Switzerland
$61.6M 1,422,705 -44,014 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$51.6M 1,193,514 +38,680 +3%
RJA
10
Raymond James & Associates
Florida
$31.4M 725,156 +18,083 +3%
FS
11
Ferguson Shapiro
Georgia
$31M 715,333 +715,333 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$28.2M 651,975 -8,184 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$28.2M 651,348 +122,718 +23%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$25M 578,426 +113,657 +24%
KOC
15
Koss-Olinger Consulting
Florida
$24.6M 567,835 -25,476 -4%
APS
16
American Planning Services
Florida
$20M 462,002 +2,132 +0.5%
CAN
17
Cetera Advisor Networks
California
$17.9M 414,004 -19,439 -4%
KAS
18
Kestra Advisory Services
Texas
$17.8M 411,469 +30,281 +8%
AWS
19
Atria Wealth Solutions
New York
$15.5M 355,400 +18,879 +6%
LFAS
20
Level Four Advisory Services
Texas
$15.1M 348,900 -15,668 -4%
MML Investors Services
21
MML Investors Services
Massachusetts
$14.8M 340,941 +38,600 +13%
CA
22
Cetera Advisors
Colorado
$13.3M 306,414 -2,472 -0.8%
Stifel Financial
23
Stifel Financial
Missouri
$12.5M 289,492 +17,600 +6%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$11.8M 272,248 +38,753 +17%
MW
25
MBL Wealth
North Carolina
$11.4M 263,192 +31,216 +13%
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