We are live on ! Find out more
PTLC icon

Pacer Trendpilot US Large Cap ETF

245 hedge funds and large institutions have $2.23B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 7

229% more call options, than puts

Call options by funds: $135K | Put options by funds: $41K

46% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 57

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

22% more funds holding

Funds holding: 201245 (+44)

8% more capital invested

Capital invested by funds: $2.07B → $2.23B (+$157M)

0.71% more ownership

Funds ownership: 66.05%66.76% (+0.71%)

Holders
245
Holders Change
+44
Holders Change %
+21.89%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
57
Increased
83
Reduced
57
Closed
7
Calls
$135K
Puts
$41K
Net Calls
+$94K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$325M +$2.44M +45,242 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$250M +$10.9M +201,391 +5%
LPL Financial
3
LPL Financial
California
$186M +$13.4M +249,210 +8%
Wells Fargo
4
Wells Fargo
California
$132M +$6.54M +121,246 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$130M +$132M +2,438,772 New
CIAS
6
CFS Investment Advisory Services
New Jersey
$106M +$1.42M +26,386 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$71.9M +$4.47M +82,874 +7%
FS
8
Ferguson Shapiro
Georgia
$70.4M +$8.13M +150,684 +13%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$66.1M +$2.74M +50,845 +4%
UBS Group
10
UBS Group
Switzerland
$65.2M -$1.8M -33,318 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$51.1M -$10.8M -200,702 -17%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$48.9M +$4.36M +80,799 +10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$48.4M -$1.51M -28,069 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$37.2M +$221K +4,089 +0.6%
KOC
15
Koss-Olinger Consulting
Florida
$32.2M +$360K +6,679 +1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$31.5M +$2.31M +42,826 +8%
MML Investors Services
17
MML Investors Services
Massachusetts
$22.6M +$1.52M +28,192 +7%
LFAS
18
Level Four Advisory Services
Texas
$20.6M -$320K -5,935 -2%
KAS
19
Kestra Advisory Services
Texas
$20.5M -$1.08M -19,943 -5%
Stifel Financial
20
Stifel Financial
Missouri
$18.8M +$1.41M +26,224 +8%
MW
21
MBL Wealth
North Carolina
$18.7M +$546K +10,113 +3%
GWM
22
Geneos Wealth Management
Colorado
$18.1M +$988K +18,314 +6%
AWS
23
Atria Wealth Solutions
New York
$17.8M +$348K +6,449 +2%
AAS
24
Avantax Advisory Services
Texas
$17.3M +$1.69M +31,320 +11%
DC
25
Davenport & Co
Virginia
$16.5M +$3.63M +67,235 +28%

PTLC Hedge Fund Activity: Q4 2024 in Review

245 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q4 2024, worth a combined $2.23B — up 7.6% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PTLC positions and 7 closed out — a net gain of 50 holders — while 83 added to existing stakes and 57 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.4M. The largest seller was Osaic Holdings, cutting an estimated $10.8M.

  • 245 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q4 2024, up from 201 in Q3 2024.
  • Funds reported $2.23B of Pacer Trendpilot US Large Cap ETF stock for Q4 2024, up 7.6% quarter-over-quarter.
  • 57 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q4 2024 and 7 closed out, a net change of +50 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $13.4M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q4 2024 was Osaic Holdings, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2024.