PTNQ icon

Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

103 hedge funds and large institutions have $561M invested in Pacer Trendpilot 100 ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
41
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$68.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$34.5M
3
LPL Financial
3
LPL Financial
California
$58.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.72M
5
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$3.98M

Top Sellers

1
APS
1
American Planning Services
Florida
$726K
2
PA
2
PFG Advisors
Arizona
$1.09M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.91M
4
CA
4
Cetera Advisors
Colorado
$8.43M
5
SW
5
SteelPeak Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIMP
26
Zimmermann Investment Management & Planning
Pennsylvania
$3.98M +$3.98M +64,731 New
EH
27
Equitable Holdings
New York
$3.92M +$660K +10,747 +20%
SPIA
28
Steward Partners Investment Advisory
New York
$3.87M +$929K +15,113 +32%
AFS
29
Aft Forsyth & Sober
Florida
$3.45M – – –
EF
30
Empirical Finance
Pennsylvania
$3.42M – – –
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.4M -$134K -2,182 -4%
FAIM
32
Financial Advocates Investment Management
Washington
$3.23M +$134K +2,184 +4%
PAG
33
Private Advisor Group
New Jersey
$2.84M +$263K +4,283 +10%
MML Investors Services
34
MML Investors Services
Massachusetts
$2.66M +$147K +2,392 +6%
WWM
35
Western Wealth Management
Colorado
$2.59M +$632K +10,294 +32%
Citadel Advisors
36
Citadel Advisors
Florida
$2.33M +$1.89M +30,835 +438%
CAN
37
Cetera Advisor Networks
California
$2.27M -$169K -2,746 -7%
MA
38
MONECO Advisors
Connecticut
$2.11M +$172K +2,799 +9%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$1.98M – – –
CCFM
40
Clear Creek Financial Management
Washington
$1.73M -$9.59K -156 -0.6%
FSA
41
Financial Services Advisory
Maryland
$1.7M -$41.9K -682 -2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.68M +$1.01M +16,492 +152%
MCA
43
Magnolia Capital Advisors
Mississippi
$1.63M +$1.63M +26,776 New
AWM
44
AE Wealth Management
Kansas
$1.35M +$226K +3,673 +20%
BRWA
45
B. Riley Wealth Advisors
Florida
$1.32M +$9.71K +158 +0.7%
SWP
46
Stratos Wealth Partners
Ohio
$1.1M +$608K +9,897 +124%
PA
47
PFG Advisors
Arizona
$1.09M -$2.08M -33,803 -65%
OC
48
Oppenheimer & Co
New York
$1.05M -$27K -440 -3%
ARC
49
Advisor Resource Council
Texas
$1.03M +$56.8K +925 +6%
AAS
50
Avantax Advisory Services
Texas
$983K +$227K +3,689 +30%
1
2
3 4 5