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Pacer Trendpilot US Large Cap ETF
PTLC

201 hedge funds and large institutions have $2.07B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 81 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $150K | Put options by funds: $49K

59% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 51

11% more capital invested

Capital invested by funds: $1.87B → $2.07B (+$198M)

1.01% more ownership

Funds ownership: 65.03% → 66.05% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

1% less funds holding

Funds holding: 204 → 201 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
201
Holders Change
-3
Holders Change %
-1.47%
% of All Funds
2.89%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
13
Increased
81
Reduced
51
Closed
15
Calls
$150K
Puts
$49K
Net Calls
+$101K
Net Calls Change
-$320K

Top Buyers

1
FS
Ferguson Shapiro
Georgia
+$30.3M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$15.5M
3
LPL Financial
LPL Financial
California
+$10.4M
4
FCM
Fourpath Capital Management
Oklahoma
+$7.47M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.37M
2
CFA
Camarda Financial Advisors
Florida
-$4.34M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.12M
4
KAS
Kestra Advisory Services
Texas
-$3.81M
5
SPIA
Steward Partners Investment Advisory
New York
-$3.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$317M -$1.12M -22,086 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$235M -$1.19M -23,458 -0.5%
LPL Financial
3
LPL Financial
California
$170M +$10.4M +204,965 +7%
Wells Fargo
4
Wells Fargo
California
$124M -$4.37M -86,545 -4%
CIAS
5
CFS Investment Advisory Services
New Jersey
$103M +$699K +13,836 +0.7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$76.3M -$4.12M -81,570 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$66.4M +$812K +16,057 +1%
UBS Group
8
UBS Group
Switzerland
$65.9M +$2.39M +47,375 +4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$62.3M +$5.7M +112,714 +11%
FS
10
Ferguson Shapiro
Georgia
$61.3M +$30.3M +598,695 +105%
Osaic Holdings
11
Osaic Holdings
Arizona
$60.8M -$900K -17,814 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$49.1M +$15.5M +306,895 +49%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$43.9M +$3.52M +69,664 +9%
RJA
14
Raymond James & Associates
Florida
$42.5M +$3.79M +74,912 +10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$36.4M +$1.11M +22,037 +3%
KOC
16
Koss-Olinger Consulting
Florida
$31.3M -$153K -3,020 -0.5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$28.7M +$4.85M +95,940 +21%
KAS
18
Kestra Advisory Services
Texas
$21.2M -$3.81M -75,361 -16%
MML Investors Services
19
MML Investors Services
Massachusetts
$20.8M +$2.73M +54,075 +16%
LFAS
20
Level Four Advisory Services
Texas
$20.4M +$1.98M +39,135 +11%
MW
21
MBL Wealth
North Carolina
$17.8M +$3.49M +69,008 +26%
Stifel Financial
22
Stifel Financial
Missouri
$17.1M +$1.54M +30,505 +10%
AWS
23
Atria Wealth Solutions
New York
$17M -$2.73M -54,102 -14%
GWM
24
Geneos Wealth Management
Colorado
$16.8M +$3.56M +70,346 +28%
Truist Financial
25
Truist Financial
North Carolina
$16.2M +$581K +11,494 +4%
1
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PTLC Hedge Fund Activity: Q3 2024 in Review

201 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q3 2024, worth a combined $2.07B — up 11% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PTLC and 13 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 81 added.

The largest buyer was Ferguson Shapiro, adding an estimated $30.3M. The largest seller was Wells Fargo, cutting an estimated $4.37M.

  • 201 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q3 2024, down from 204 in Q2 2024.
  • Funds reported $2.07B of Pacer Trendpilot US Large Cap ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 13 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q3 2024 and 15 closed out, a net change of -2 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q3 2024 was Ferguson Shapiro, an estimated $30.3M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q3 2024 was Wells Fargo, an estimated $4.37M sold.

Based on aggregated 13F filings for Q3 2024.