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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

85 hedge funds and large institutions have $393M invested in Pacer Trendpilot 100 ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
30
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$6.16M
2
TC
Titleist Capital
Texas
$3.66M
3
Morgan Stanley
Morgan Stanley
New York
$43.8M
4
AWM
AE Wealth Management
Kansas
$3.43M
5
AWS
Atria Wealth Solutions
New York
$3.65M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$7.41M
2
FHA
Flagship Harbor Advisors
Massachusetts
$0
3
WWM
Western Wealth Management
Colorado
$1.58M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$262K
5
Bank of America
Bank of America
North Carolina
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$3.28M -$48.7K -990 -1%
AFS
27
Aft Forsyth & Sober
Florida
$2.77M – – –
NA
28
NewEdge Advisors
Louisiana
$2.5M +$1.15M +45,214 +85%
FAIM
29
Financial Advocates Investment Management
Washington
$2.49M -$37.5K -762 -1%
PA
30
PFG Advisors
Arizona
$2.44M +$35.9K +730 +1%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.61M -$398K -8,078 -20%
WWM
32
Western Wealth Management
Colorado
$1.58M -$1.64M -33,256 -51%
HI
33
Harbour Investments
Wisconsin
$1.54M +$1.25M +25,486 +437%
CCFM
34
Clear Creek Financial Management
Washington
$1.52M -$52K -1,057 -3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.36M -$947K -19,233 -41%
SPIA
36
Steward Partners Investment Advisory
New York
$1.19M +$95.1K +1,931 +9%
SPC
37
Sigma Planning Corp
Michigan
$1.19M +$48.9K +994 +4%
MA
38
MONECO Advisors
Connecticut
$1.13M +$234K +4,747 +26%
FSA
39
Financial Services Advisory
Maryland
$1.04M -$1M -20,323 -49%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.02M +$299K +6,076 +41%
KAS
41
Kestra Advisory Services
Texas
$1.02M +$138K +2,808 +16%
OC
42
Oppenheimer & Co
New York
$966K -$443 -9 -0%
AWA
43
Arkadios Wealth Advisors
Georgia
$858K +$858K +17,430 New
ARC
44
Advisor Resource Council
Texas
$792K -$54.2K -1,100 -6%
RJT
45
Raymond James Trust
Florida
$737K +$94.4K +1,916 +15%
KPWS
46
Kestra Private Wealth Services
Texas
$730K -$40.9K -830 -5%
SEP
47
Southland Equity Partners
Missouri
$705K -$51.3K -1,042 -7%
XF
48
XML Financial
Maryland
$694K -$47.6K -967 -6%
AAS
49
Avantax Advisory Services
Texas
$659K -$122K -2,483 -16%
CAAS
50
Capital Asset Advisory Services
Michigan
$612K -$67.9K -1,380 -10%
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