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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

132 hedge funds and large institutions have $736M invested in Pacer Trendpilot 100 ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
61
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$26.7M
2
CAN
Cetera Advisor Networks
California
$9.04M
3
Bank of America
Bank of America
North Carolina
$78.8M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$5.01M
5
CA
Cetera Advisors
Colorado
$13.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$93.3M
2
LPL Financial
LPL Financial
California
$84.9M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$2.82M
4
Osaic Holdings
Osaic Holdings
Arizona
$30M
5
PFS
Prospera Financial Services
Texas
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$5.77M -$14.8K -216 -0.3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$5.35M +$1.17M +16,968 +28%
CG
28
Clarus Group
Texas
$5.23M -$42.6K -620 -0.8%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$5.01M +$5.01M +72,904 New
CFD
30
Creative Financial Designs
Indiana
$4.56M +$115K +1,668 +3%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$4.22M -$557K -8,116 -12%
FAIM
32
Financial Advocates Investment Management
Washington
$4.06M +$127K +1,852 +3%
AFS
33
Aft Forsyth & Sober
Florida
$3.86M – – –
EF
34
Empirical Finance
Pennsylvania
$3.83M – – –
MA
35
MONECO Advisors
Connecticut
$3.34M +$876K +12,761 +36%
PAG
36
Private Advisor Group
New Jersey
$3.27M +$64.7K +942 +2%
WWM
37
Western Wealth Management
Colorado
$2.94M +$66.3K +966 +2%
CA
38
CoreCap Advisors
Michigan
$2.93M +$2.93M +42,727 New
ZIMP
39
Zimmermann Investment Management & Planning
Pennsylvania
$2.82M -$3.37M -49,140 -54%
GF
40
Gimbal Financial
Indiana
$2.79M +$1.13M +16,467 +68%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.56M +$201K +2,926 +9%
KAS
42
Kestra Advisory Services
Texas
$2.53M +$437K +6,364 +21%
CA
43
Calton & Associates
Florida
$2.35M -$558K -8,126 -19%
VAM
44
Vienna Asset Management
California
$2.18M +$664K +9,662 +44%
FHC
45
First Heartland Consultants
Missouri
$2.05M +$1.78M +25,867 +641%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2M -$170K -2,480 -8%
CIA
47
Concurrent Investment Advisors
Florida
$1.96M +$32.6K +474 +2%
KPWS
48
Kestra Private Wealth Services
Texas
$1.88M +$160K +2,333 +9%
JCFM
49
JBR Co Financial Management
Oklahoma
$1.87M -$68.7K -1,000 -4%
MCA
50
Magnolia Capital Advisors
Mississippi
$1.71M -$12.2K -184 -0.7%
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