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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

98 hedge funds and large institutions have $525M invested in Pacer Trendpilot 100 ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
35
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APS
1
American Planning Services
Florida
$9.96M
2
LPL Financial
2
LPL Financial
California
$53.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$56.5M
4
TAM
4
Titleist Asset Management
Texas
$8.75M
5
Bank of America
5
Bank of America
North Carolina
$65M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$2.46M
2
LFAS
2
Level Four Advisory Services
Texas
$7.2M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$11M
4
AWM
4
AE Wealth Management
Kansas
$1.14M
5
Jane Street
5
Jane Street
New York
$242K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
26
Aft Forsyth & Sober
Florida
$3.49M +$68.3K +1,100 +2%
Truist Financial
27
Truist Financial
North Carolina
$3.48M -$465K -7,496 -12%
EF
28
Empirical Finance
Pennsylvania
$3.46M -$39.8K -641 -1%
EH
29
Equitable Holdings
New York
$3.29M +$1.52M +24,519 +86%
PA
30
PFG Advisors
Arizona
$3.2M -$408K -6,575 -11%
FAIM
31
Financial Advocates Investment Management
Washington
$3.12M +$72.7K +1,172 +2%
SPIA
32
Steward Partners Investment Advisory
New York
$2.97M +$1.38M +22,307 +87%
PAG
33
Private Advisor Group
New Jersey
$2.61M -$175K -2,817 -6%
MML Investors Services
34
MML Investors Services
Massachusetts
$2.54M +$1.08M +17,336 +74%
CAN
35
Cetera Advisor Networks
California
$2.46M -$4.48M -72,254 -65%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2M -$19.7K -318 -1%
WWM
37
Western Wealth Management
Colorado
$1.97M -$53.1K -855 -3%
MA
38
MONECO Advisors
Connecticut
$1.95M +$43K +692 +2%
FSA
39
Financial Services Advisory
Maryland
$1.76M -$190K -3,068 -10%
CCFM
40
Clear Creek Financial Management
Washington
$1.76M -$149K -2,396 -8%
KPWS
41
Kestra Private Wealth Services
Texas
$1.74M +$520K +8,380 +43%
BRWA
42
B. Riley Wealth Advisors
Florida
$1.32M +$676K +10,890 +104%
CA
43
Calton & Associates
Florida
$1.18M +$1.18M +19,062 New
AWM
44
AE Wealth Management
Kansas
$1.14M -$1.58M -25,528 -58%
OC
45
Oppenheimer & Co
New York
$1.09M -$96.8K -1,560 -8%
ARC
46
Advisor Resource Council
Texas
$982K +$8.69K +140 +0.9%
AWA
47
Arkadios Wealth Advisors
Georgia
$924K -$109K -1,752 -11%
RJT
48
Raymond James Trust
Florida
$916K – – –
XF
49
XML Financial
Maryland
$903K +$22.3K +360 +3%
SEP
50
Southland Equity Partners
Missouri
$873K -$16.2K -261 -2%
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