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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

199 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, 80 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
199
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
13
Increased
80
Reduced
51
Closed
15
Calls
$150K
Puts
$49K
Net Calls
+$101K
Net Calls Change
-$320K

Top Buyers

1
FS
1
Ferguson Shapiro
Georgia
$61.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$49.1M
3
LPL Financial
3
LPL Financial
California
$170M
4
FCM
4
Fourpath Capital Management
Oklahoma
$7.77M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$62.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$124M
2
CFA
2
Camarda Financial Advisors
Florida
$1.66M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$76.3M
4
KAS
4
Kestra Advisory Services
Texas
$21.2M
5
SPIA
5
Steward Partners Investment Advisory
New York
$7.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$317M 6,040,181 -22,086 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$235M 4,467,691 -23,458 -0.5%
LPL Financial
3
LPL Financial
California
$170M 3,237,972 +204,965 +7%
Wells Fargo
4
Wells Fargo
California
$124M 2,357,355 -86,545 -4%
CIAS
5
CFS Investment Advisory Services
New Jersey
$103M 1,956,920 +13,836 +0.7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$76.3M 1,451,980 -81,570 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$66.4M 1,263,196 +16,057 +1%
UBS Group
8
UBS Group
Switzerland
$65.9M 1,253,507 +47,375 +4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$62.3M 1,185,923 +112,714 +11%
FS
10
Ferguson Shapiro
Georgia
$61.3M 1,167,237 +598,695 +105%
Osaic Holdings
11
Osaic Holdings
Arizona
$60.8M 1,156,390 -17,814 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$49.1M 934,427 +306,895 +49%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$43.9M 834,624 +69,664 +9%
RJA
14
Raymond James & Associates
Florida
$42.5M 809,458 +74,912 +10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$36.4M 691,844 +22,037 +3%
KOC
16
Koss-Olinger Consulting
Florida
$31.3M 595,695 -3,020 -0.5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$28.7M 546,504 +95,940 +21%
KAS
18
Kestra Advisory Services
Texas
$21.2M 403,046 -75,361 -16%
MML Investors Services
19
MML Investors Services
Massachusetts
$20.8M 395,027 +54,075 +16%
LFAS
20
Level Four Advisory Services
Texas
$20.4M 392,183 +39,135 +11%
MW
21
MBL Wealth
North Carolina
$17.8M 339,608 +69,008 +26%
Stifel Financial
22
Stifel Financial
Missouri
$17.1M 325,563 +30,505 +10%
AWS
23
Atria Wealth Solutions
New York
$17M 323,809 -54,102 -14%
GWM
24
Geneos Wealth Management
Colorado
$16.8M 320,044 +70,346 +28%
Truist Financial
25
Truist Financial
North Carolina
$16.2M 309,041 +11,494 +4%
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