PTLC icon

Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

242 hedge funds and large institutions have $2.22B invested in Pacer Trendpilot US Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+43
Holders Change %
+21.61%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
56
Increased
82
Reduced
57
Closed
7
Calls
$135K
Puts
$41K
Net Calls
+$94K
Net Calls Change
-$7K

Top Buyers

1
LPL Financial
LPL Financial
California
$186M
2
BCM
Brookstone Capital Management
Illinois
$12.3M
3
Morgan Stanley
Morgan Stanley
New York
$250M
4
FS
Ferguson Shapiro
Georgia
$70.4M
5
MWM
MY Wealth Management
Maryland
$7.55M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$51.1M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
PCA
Prosperity Capital Advisors
Ohio
$0
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.9M
5
UBS Group
UBS Group
Switzerland
$65.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$325M +$2.42M +45,242 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$250M +$10.8M +201,391 +5%
LPL Financial
3
LPL Financial
California
$186M +$13.3M +249,210 +8%
Wells Fargo
4
Wells Fargo
California
$132M +$6.48M +121,246 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$130M +$130M +2,438,772 New
CIAS
6
CFS Investment Advisory Services
New Jersey
$106M +$1.41M +26,386 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$71.9M +$4.43M +82,874 +7%
FS
8
Ferguson Shapiro
Georgia
$70.4M +$8.05M +150,684 +13%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$66.1M +$2.72M +50,845 +4%
UBS Group
10
UBS Group
Switzerland
$65.2M -$1.78M -33,318 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$51.1M -$10.7M -200,702 -17%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$48.9M +$4.32M +80,799 +10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$48.4M -$1.5M -28,069 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$37.2M +$219K +4,089 +0.6%
KOC
15
Koss-Olinger Consulting
Florida
$32.2M +$357K +6,679 +1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$31.5M +$2.29M +42,826 +8%
MML Investors Services
17
MML Investors Services
Massachusetts
$22.6M +$1.51M +28,192 +7%
LFAS
18
Level Four Advisory Services
Texas
$20.6M -$317K -5,935 -2%
KAS
19
Kestra Advisory Services
Texas
$20.5M -$1.07M -19,943 -5%
Stifel Financial
20
Stifel Financial
Missouri
$18.8M +$1.4M +26,224 +8%
MW
21
MBL Wealth
North Carolina
$18.7M +$540K +10,113 +3%
GWM
22
Geneos Wealth Management
Colorado
$18.1M +$979K +18,314 +6%
AWS
23
Atria Wealth Solutions
New York
$17.8M +$347K +6,449 +2%
AAS
24
Avantax Advisory Services
Texas
$17.3M +$1.67M +31,320 +11%
DC
25
Davenport & Co
Virginia
$16.5M +$3.59M +67,235 +28%
1
2 3 4 5