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Pacer Trendpilot 100 ETF

69 hedge funds and large institutions have $398M invested in Pacer Trendpilot 100 ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

4.77% more ownership

Funds ownership: 55.07%59.84% (+4.8%)

4% more capital invested

Capital invested by funds: $383M → $398M (+$14.8M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

3% less funds holding

Funds holding: 7169 (-2)

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
32
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Titus Wealth Management
California
$1.73M +$393K +9,800 +25%
Truist Financial
27
Truist Financial
North Carolina
$1.65M +$579K +14,434 +44%
PA
28
PFG Advisors
Arizona
$1.6M +$227K +5,669 +15%
WWM
29
Western Wealth Management
Colorado
$1.58M +$432K +10,764 +31%
LFAS
30
Level Four Advisory Services
Texas
$1.29M +$236K +5,873 +19%
CA
31
Cetera Advisors
Colorado
$1.1M -$13.2K -329 -1%
VC
32
Veracity Capital
Georgia
$1M +$1.15M +28,736 New
MML Investors Services
33
MML Investors Services
Massachusetts
$904K +$184K +4,590 +21%
SPC
34
Sigma Planning Corp
Michigan
$895K +$17.7K +441 +2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$804K -$79.2K -1,974 -8%
SMC
36
Smith, Moore & Co
Missouri
$779K +$898K +22,382 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$726K +$416K +10,386 +99%
IWM
38
IHT Wealth Management
Illinois
$637K -$46.4K -1,156 -6%
SPIA
39
Steward Partners Investment Advisory
New York
$621K -$57.6K -1,437 -7%
AAS
40
Avantax Advisory Services
Texas
$534K -$74.7K -1,864 -11%
GLA
41
Good Life Advisors
Pennsylvania
$526K -$211K -5,259 -26%
RJT
42
Raymond James Trust
Florida
$471K +$9.42K +235 +2%
CAAS
43
Capital Asset Advisory Services
Michigan
$437K +$2.69K +67 +0.6%
OC
44
Oppenheimer & Co
New York
$408K +$74.7K +1,863 +19%
WA
45
Waddell & Associates
Tennessee
$392K
SWP
46
Stratos Wealth Partners
Ohio
$376K -$264K -6,582 -38%
WEC
47
Winslow Evans & Crocker
Massachusetts
$358K +$11.9K +296 +3%
WP
48
WealthShield Partners
North Carolina
$344K +$396K +9,872 New
CCFM
49
Clear Creek Financial Management
Washington
$333K +$363K +9,049 New
M&T Bank
50
M&T Bank
New York
$331K -$186K -4,638 -33%

PTNQ Hedge Fund Activity: Q1 2020 in Review

69 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot 100 ETF (PTNQ) for Q1 2020, worth a combined $398M — up 3.9% from $383M a quarter earlier.

Fund positioning in PTNQ was balanced in Q1 2020: 10 funds opened new positions, 10 closed out, 32 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.4M. The largest seller was Wells Fargo, cutting an estimated $3.86M.

  • 69 institutional investors held Pacer Trendpilot 100 ETF (PTNQ) as of Q1 2020, down from 71 in Q4 2019.
  • Funds reported $398M of Pacer Trendpilot 100 ETF stock for Q1 2020, up 3.9% quarter-over-quarter.
  • 10 funds opened new Pacer Trendpilot 100 ETF positions in Q1 2020 and 10 closed out, a net change of 0 holders.
  • The largest Pacer Trendpilot 100 ETF buyer in Q1 2020 was Morgan Stanley, an estimated $24.4M added.
  • The largest Pacer Trendpilot 100 ETF seller in Q1 2020 was Wells Fargo, an estimated $3.86M sold.

Based on aggregated 13F filings for Q1 2020.