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Pacer Trendpilot 100 ETF

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

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $430M → $525M (+$94.9M)

10% more funds holding

Funds holding: 8998 (+9)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0.32% more ownership

Funds ownership: 58.62%58.94% (+0.32%)

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.54%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
26
Aft Forsyth & Sober
Florida
$3.49M +$63.2K +1,100 +2%
Truist Financial
27
Truist Financial
North Carolina
$3.48M -$431K -7,496 -12%
EF
28
Empirical Finance
Pennsylvania
$3.46M -$36.8K -641 -1%
EH
29
Equitable Holdings
New York
$3.29M +$1.41M +24,519 +86%
PA
30
PFG Advisors
Arizona
$3.2M -$378K -6,575 -11%
FAIM
31
Financial Advocates Investment Management
Washington
$3.12M +$67.4K +1,172 +2%
SPIA
32
Steward Partners Investment Advisory
New York
$2.97M +$1.28M +22,307 +87%
PAG
33
Private Advisor Group
New Jersey
$2.61M -$162K -2,817 -6%
MML Investors Services
34
MML Investors Services
Massachusetts
$2.54M +$997K +17,336 +74%
CAN
35
Cetera Advisor Networks
California
$2.46M -$4.15M -72,254 -65%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2M -$18.3K -318 -1%
WWM
37
Western Wealth Management
Colorado
$1.97M -$49.1K -855 -3%
MA
38
MONECO Advisors
Connecticut
$1.95M +$39.8K +692 +2%
FSA
39
Financial Services Advisory
Maryland
$1.76M -$176K -3,068 -10%
CCFM
40
Clear Creek Financial Management
Washington
$1.76M -$138K -2,396 -8%
KPWS
41
Kestra Private Wealth Services
Texas
$1.74M +$482K +8,380 +43%
BRWA
42
B. Riley Wealth Advisors
Florida
$1.32M +$626K +10,890 +104%
CA
43
Calton & Associates
Florida
$1.18M +$1.1M +19,062 New
AWM
44
AE Wealth Management
Kansas
$1.14M -$1.47M -25,528 -58%
OC
45
Oppenheimer & Co
New York
$1.09M -$89.7K -1,560 -8%
ARC
46
Advisor Resource Council
Texas
$982K +$8.05K +140 +0.9%
AWA
47
Arkadios Wealth Advisors
Georgia
$924K -$101K -1,752 -11%
RJT
48
Raymond James Trust
Florida
$916K
XF
49
XML Financial
Maryland
$903K +$20.7K +360 +3%
SEP
50
Southland Equity Partners
Missouri
$873K -$15K -261 -2%

PTNQ Hedge Fund Activity: Q2 2023 in Review

98 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot 100 ETF (PTNQ) for Q2 2023, worth a combined $525M — up 22% from $430M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PTNQ positions and 7 closed out — a net gain of 10 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was American Planning Services, opening a new position worth an estimated $9.23M. The largest seller was Cetera Advisor Networks, cutting an estimated $4.15M.

  • 98 institutional investors held Pacer Trendpilot 100 ETF (PTNQ) as of Q2 2023, up from 89 in Q1 2023.
  • Funds reported $525M of Pacer Trendpilot 100 ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 17 funds opened new Pacer Trendpilot 100 ETF positions in Q2 2023 and 7 closed out, a net change of +10 holders.
  • The largest Pacer Trendpilot 100 ETF buyer in Q2 2023 was American Planning Services, an estimated $9.23M added.
  • The largest Pacer Trendpilot 100 ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $4.15M sold.

Based on aggregated 13F filings for Q2 2023.