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Pacer Trendpilot 100 ETF

89 hedge funds and large institutions have $430M invested in Pacer Trendpilot 100 ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $393M → $430M (+$37.1M)

5% more funds holding

Funds holding: 8589 (+4)

0.99% less ownership

Funds ownership: 59.61%58.62% (-0.99%)

33% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 39

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
26
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
26
Empirical Finance
Pennsylvania
$3.09M +$2.89M +56,375 New
AFS
27
Aft Forsyth & Sober
Florida
$3.03M -$56.4K -1,100 -2%
FAIM
28
Financial Advocates Investment Management
Washington
$2.7M -$71.4K -1,391 -3%
PAG
29
Private Advisor Group
New Jersey
$2.46M -$63.4K -1,236 -3%
AWM
30
AE Wealth Management
Kansas
$2.41M -$1.32M -25,737 -37%
WWM
31
Western Wealth Management
Colorado
$1.79M +$30K +585 +2%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$1.78M -$13.9K -271 -0.8%
FSA
33
Financial Services Advisory
Maryland
$1.73M +$531K +10,347 +49%
MA
34
MONECO Advisors
Connecticut
$1.69M +$405K +7,899 +35%
CCFM
35
Clear Creek Financial Management
Washington
$1.69M -$4.11K -80 -0.3%
HI
36
Harbour Investments
Wisconsin
$1.62M -$91.4K -1,781 -6%
EH
37
Equitable Holdings
New York
$1.57M +$1.2M +23,302 +447%
SPIA
38
Steward Partners Investment Advisory
New York
$1.4M +$67.6K +1,318 +5%
Jane Street
39
Jane Street
New York
$1.37M +$1.28M +24,991 New
MML Investors Services
40
MML Investors Services
Massachusetts
$1.29M +$140K +2,723 +13%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.23M +$879K +17,141 +322%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.22M -$271K -5,291 -19%
SPC
43
Sigma Planning Corp
Michigan
$1.09M -$218K -4,245 -18%
KPWS
44
Kestra Private Wealth Services
Texas
$1.08M +$245K +4,772 +32%
OC
45
Oppenheimer & Co
New York
$1.05M -$28.7K -559 -3%
AWA
46
Arkadios Wealth Advisors
Georgia
$913K -$40.8K -795 -5%
ARC
47
Advisor Resource Council
Texas
$861K -$20.5K -400 -2%
RJT
48
Raymond James Trust
Florida
$810K -$10.4K -203 -1%
SEP
49
Southland Equity Partners
Missouri
$786K
XF
50
XML Financial
Maryland
$778K +$4K +78 +0.6%

PTNQ Hedge Fund Activity: Q1 2023 in Review

89 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot 100 ETF (PTNQ) for Q1 2023, worth a combined $430M — up 9.4% from $393M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PTNQ positions and 6 closed out — a net gain of 6 holders — while 26 added to existing stakes and 39 trimmed.

The largest buyer was Stifel Financial, adding an estimated $12.5M. The largest seller was Janney Montgomery Scott, cutting an estimated $5.93M.

  • 89 institutional investors held Pacer Trendpilot 100 ETF (PTNQ) as of Q1 2023, up from 85 in Q4 2022.
  • Funds reported $430M of Pacer Trendpilot 100 ETF stock for Q1 2023, up 9.4% quarter-over-quarter.
  • 12 funds opened new Pacer Trendpilot 100 ETF positions in Q1 2023 and 6 closed out, a net change of +6 holders.
  • The largest Pacer Trendpilot 100 ETF buyer in Q1 2023 was Stifel Financial, an estimated $12.5M added.
  • The largest Pacer Trendpilot 100 ETF seller in Q1 2023 was Janney Montgomery Scott, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2023.