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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

137 hedge funds and large institutions have $729M invested in Pacer Trendpilot 100 ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+5
Holders Change %
+3.79%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
47
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.89M
2
AWS
Atria Wealth Solutions
New York
+$3.16M
3
LPL Financial
LPL Financial
California
+$2.79M
4
ODFS
O'Donnell Financial Services
California
+$2.29M
5
AAS
Ameritas Advisory Services
Nebraska
+$2.22M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$17.9M
2
CG
Clarus Group
Texas
-$4.91M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.33M
4
Truist Financial
Truist Financial
North Carolina
-$3.02M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.59M -$1.02M -14,208 -18%
FAIM
27
Financial Advocates Investment Management
Washington
$4.35M +$83.6K +1,159 +2%
MA
28
MONECO Advisors
Connecticut
$4.27M +$769K +10,670 +22%
AFS
29
Aft Forsyth & Sober
Florida
$4.05M – – –
EF
30
Empirical Finance
Pennsylvania
$4.02M – – –
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.95M -$481K -6,672 -11%
PAG
32
Private Advisor Group
New Jersey
$3.65M +$211K +2,929 +6%
Truist Financial
33
Truist Financial
North Carolina
$3.41M -$3.02M -41,955 -47%
GF
34
Gimbal Financial
Indiana
$3.26M +$298K +4,078 +10%
KAS
35
Kestra Advisory Services
Texas
$3.15M +$499K +6,919 +19%
WWM
36
Western Wealth Management
Colorado
$3.1M +$14.9K +207 +0.5%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.83M +$135K +1,875 +5%
PFS
38
Prospera Financial Services
Texas
$2.61M +$994K +13,781 +62%
CA
39
Calton & Associates
Florida
$2.45M -$19.4K -269 -0.8%
VAM
40
Vienna Asset Management
California
$2.32M +$29.8K +413 +1%
FMN
41
Financial Management Network
California
$2.24M +$1.25M +17,006 +127%
AAS
42
Ameritas Advisory Services
Nebraska
$2.22M +$2.22M +30,808 New
CIA
43
Concurrent Investment Advisors
Florida
$2.07M +$13.2K +183 +0.6%
CA
44
CoreCap Advisors
Michigan
$2.07M -$1.01M -14,041 -33%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$2.05M -$55.7K -772 -3%
JCFM
46
JBR Co Financial Management
Oklahoma
$1.94M -$29.1K -404 -1%
KPWS
47
Kestra Private Wealth Services
Texas
$1.91M -$63.8K -885 -3%
PA
48
PFG Advisors
Arizona
$1.79M +$3.68K +51 +0.2%
FSA
49
Financial Services Advisory
Maryland
$1.66M -$10.8K -150 -0.6%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$1.54M +$198K +2,751 +15%
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