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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

87 hedge funds and large institutions have $404M invested in Pacer Trendpilot 100 ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
25
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$15.5M
2
JCM
J2 Capital Management
Michigan
$3.68M
3
IAIM
International Assets Investment Management
Florida
$3.28M
4
LFAS
Level Four Advisory Services
Texas
$6.11M
5
Bank of America
Bank of America
North Carolina
$62.3M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$4.33M
2
Morgan Stanley
Morgan Stanley
New York
$35.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$32.1M
4
LPL Financial
LPL Financial
California
$36.7M
5
UBS Group
UBS Group
Switzerland
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
26
Financial Advocates Investment Management
Washington
$3.04M +$226K +4,334 +8%
AFS
27
Aft Forsyth & Sober
Florida
$2.94M – – –
PAG
28
Private Advisor Group
New Jersey
$2.64M -$50K -957 -2%
PA
29
PFG Advisors
Arizona
$2.58M -$243K -4,659 -9%
NA
30
NewEdge Advisors
Louisiana
$2.57M +$24.1K +462 +0.9%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.52M -$24.9K -477 -1%
CA
32
Cetera Advisors
Colorado
$2.49M +$178K +3,413 +8%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$2.12M -$30.6K -586 -1%
CCFM
34
Clear Creek Financial Management
Washington
$2M +$38K +728 +2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2M +$1.55M +29,591 +342%
AWS
36
Atria Wealth Solutions
New York
$1.94M +$1.94M +37,146 New
SPC
37
Sigma Planning Corp
Michigan
$1.25M -$155K -2,976 -11%
KPWS
38
Kestra Private Wealth Services
Texas
$1.24M -$570K -10,918 -31%
OC
39
Oppenheimer & Co
New York
$1.06M -$1.1K -21 -0.1%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.04M -$56.5K -1,081 -5%
ARC
41
Advisor Resource Council
Texas
$932K -$716K -13,710 -43%
SPIA
42
Steward Partners Investment Advisory
New York
$899K -$566K -10,836 -39%
SEP
43
Southland Equity Partners
Missouri
$857K -$157 -3 -0%
XF
44
XML Financial
Maryland
$792K -$23.5K -451 -3%
LA
45
Latitude Advisors
Florida
$731K +$253K +4,839 +53%
MML Investors Services
46
MML Investors Services
Massachusetts
$724K +$14.7K +282 +2%
SEA
47
Stegent Equity Advisors
Texas
$718K -$1.72M -32,924 -71%
CAAS
48
Capital Asset Advisory Services
Michigan
$709K -$11.9K -227 -2%
PMG
49
ProVise Management Group
Florida
$705K -$398K -7,629 -36%
TWM
50
Titus Wealth Management
California
$703K -$493K -9,440 -41%
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