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Pacer Trendpilot US Large Cap ETF
PTLC

204 hedge funds and large institutions have $1.87B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more call options, than puts

Call options by funds: $480K | Put options by funds: $59K

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

17% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 59

5% more capital invested

Capital invested by funds: $1.78B → $1.87B (+$91M)

5% more funds holding

Funds holding: 195 → 204 (+9)

0.9% less ownership

Funds ownership: 65.93% → 65.03% (-0.9%)

Holders
204
Holders Change
+9
Holders Change %
+4.62%
% of All Funds
2.95%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
24
Increased
69
Reduced
59
Closed
10
Calls
$480K
Puts
$59K
Net Calls
+$421K
Net Calls Change
+$179K

Top Buyers

1
KOC
Koss-Olinger Consulting
Florida
+$28.6M
2
Morgan Stanley
Morgan Stanley
New York
+$9.88M
3
Bank of America
Bank of America
North Carolina
+$9.45M
4
OP
ORG Partners
Indiana
+$6.08M
5
Wells Fargo
Wells Fargo
California
+$5.89M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$13.4M
2
APS
American Planning Services
Florida
-$8.59M
3
MCA
Magnolia Capital Advisors
Mississippi
-$4.11M
4
CG
Clarus Group
Texas
-$2.22M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$302M +$9.45M +197,931 +3%
Morgan Stanley
2
Morgan Stanley
New York
$223M +$9.88M +206,859 +5%
LPL Financial
3
LPL Financial
California
$151M +$1.6M +33,440 +1%
Wells Fargo
4
Wells Fargo
California
$122M +$5.89M +123,364 +5%
CIAS
5
CFS Investment Advisory Services
New Jersey
$96.7M +$2.05M +43,009 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$76.3M +$634K +13,275 +0.9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$62.1M -$535K -11,206 -0.9%
UBS Group
8
UBS Group
Switzerland
$60M -$381K -7,975 -0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$58.4M -$13.4M -280,020 -19%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$53.4M +$4.39M +91,995 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$38.1M +$2.53M +53,075 +7%
RJA
12
Raymond James & Associates
Florida
$36.6M +$547K +11,448 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$33.3M +$566K +11,864 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$31.2M +$1.24M +26,042 +4%
KOC
15
Koss-Olinger Consulting
Florida
$29.8M +$28.6M +598,715 New
FS
16
Ferguson Shapiro
Georgia
$28.3M -$1.51M -31,697 -5%
KAS
17
Kestra Advisory Services
Texas
$23.8M +$1.65M +34,610 +8%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$22.4M +$1.36M +28,521 +7%
AWS
19
Atria Wealth Solutions
New York
$18.8M -$526K -11,016 -3%
LFAS
20
Level Four Advisory Services
Texas
$17.6M -$428K -8,957 -2%
MML Investors Services
21
MML Investors Services
Massachusetts
$17M +$322K +6,744 +2%
Truist Financial
22
Truist Financial
North Carolina
$14.8M +$1.19M +24,890 +9%
Stifel Financial
23
Stifel Financial
Missouri
$14.7M -$97.6K -2,044 -0.7%
APS
24
American Planning Services
Florida
$14.4M -$8.59M -179,843 -38%
MW
25
MBL Wealth
North Carolina
$13.5M +$312K +6,533 +2%
1
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PTLC Hedge Fund Activity: Q2 2024 in Review

204 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2024, worth a combined $1.87B — up 5.1% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PTLC positions and 10 closed out — a net gain of 14 holders — while 69 added to existing stakes and 59 trimmed.

The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $28.6M. The largest seller was Osaic Holdings, cutting an estimated $13.4M.

  • 204 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2024, up from 195 in Q1 2024.
  • Funds reported $1.87B of Pacer Trendpilot US Large Cap ETF stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 24 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2024 and 10 closed out, a net change of +14 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $28.6M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2024 was Osaic Holdings, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2024.