Pacer Trendpilot US Large Cap ETF
PTLC
192 hedge funds and large institutions have $1.63B invested in Pacer Trendpilot US Large Cap ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 12 closing their positions.
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
95% more capital inflows, than outflows
Capital inflows: $155M | Capital outflows: $79.3M
19% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 63
8% more funds holding
Funds holding: 177 → 192 (+15)
0.13% less ownership
Funds ownership: 66.69% → 66.56% (-0.13%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
71% less call options, than puts
Call options by funds: $76K | Put options by funds: $265K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ferguson Shapiro
Decatur,
Georgia
|
+$29.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$25.8M |
| 3 |
Morgan Stanley
New York
|
+$22.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.2M |
| 5 |
Avantax Advisory Services
Dallas,
Texas
|
+$5.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$43.6M |
| 2 |
Atria Investments
Charlotte,
North Carolina
|
-$5.9M |
| 3 |
OneAscent Financial Services
Birmingham,
Alabama
|
-$5.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.91M |
| 5 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$3.76M |
PTLC Hedge Fund Activity: Q4 2023 in Review
192 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2023, worth a combined $1.63B — up 14% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PTLC positions and 12 closed out — a net gain of 16 holders — while 75 added to existing stakes and 63 trimmed.
The largest buyer was Ferguson Shapiro, opening a new position worth an estimated $29.4M. The largest seller was Osaic Holdings, cutting an estimated $43.6M.
- 192 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2023, up from 177 in Q3 2023.
- Funds reported $1.63B of Pacer Trendpilot US Large Cap ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 28 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2023 and 12 closed out, a net change of +16 holders.
- The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2023 was Ferguson Shapiro, an estimated $29.4M added.
- The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2023 was Osaic Holdings, an estimated $43.6M sold.
Based on aggregated 13F filings for Q4 2023.