PTNQ icon

Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

117 hedge funds and large institutions have $762M invested in Pacer Trendpilot 100 ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+14
Holders Change %
+13.59%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
24
Increased
46
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$189M
2
LPL Financial
LPL Financial
California
$85.9M
3
ODFS
O'Donnell Financial Services
California
$11.7M
4
AAS
Avantax Advisory Services
Texas
$7.62M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.5M

Top Sellers

1
TAM
Titleist Asset Management
Texas
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$31.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$30.7M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$19.8M
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
26
Clarus Group
Texas
$5.02M +$212K +3,251 +4%
SPIA
27
Steward Partners Investment Advisory
New York
$4.91M +$801K +12,254 +19%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$4.55M -$473K -7,242 -9%
PFS
29
Prospera Financial Services
Texas
$4.24M +$3.82M +58,537 +926%
CFD
30
Creative Financial Designs
Indiana
$4.22M -$683K -10,453 -14%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.98M +$361K +5,524 +10%
FAIM
32
Financial Advocates Investment Management
Washington
$3.74M +$311K +4,753 +9%
AFS
33
Aft Forsyth & Sober
Florida
$3.67M – – –
EF
34
Empirical Finance
Pennsylvania
$3.64M – – –
PAG
35
Private Advisor Group
New Jersey
$3.05M +$27.4K +419 +0.9%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.98M +$1.19M +18,180 +66%
CA
37
Calton & Associates
Florida
$2.76M +$2.19M +33,587 +385%
WWM
38
Western Wealth Management
Colorado
$2.74M -$13.5K -207 -0.5%
CAN
39
Cetera Advisor Networks
California
$2.68M +$264K +4,037 +11%
MA
40
MONECO Advisors
Connecticut
$2.34M +$101K +1,551 +5%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.25M -$577K -8,839 -20%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$2.07M -$35.7K -547 -2%
KAS
43
Kestra Advisory Services
Texas
$1.99M +$1.2M +18,354 +152%
OCM
44
One Capital Management
California
$1.97M +$1.97M +30,108 New
Citadel Advisors
45
Citadel Advisors
Florida
$1.94M -$535K -8,188 -22%
PA
46
PFG Advisors
Arizona
$1.88M +$713K +10,909 +61%
JCFM
47
JBR Co Financial Management
Oklahoma
$1.85M +$1.85M +28,280 New
CIA
48
Concurrent Investment Advisors
Florida
$1.83M +$1.83M +28,054 New
MCA
49
Magnolia Capital Advisors
Mississippi
$1.73M -$55.8K -835 -3%
FSA
50
Financial Services Advisory
Maryland
$1.7M -$111K -1,696 -6%
1
2
3 4 5