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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

147 hedge funds and large institutions have $806M invested in Pacer Trendpilot 100 ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+16
Holders Change %
+12.21%
% of All Funds
1.96%
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
50
Reduced
49
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$12.2M
2
CFD
Creative Financial Designs
Indiana
$11.5M
3
LPL Financial
LPL Financial
California
$99.5M
4
ARC
Advisor Resource Council
Texas
$2.55M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$36.3M

Top Sellers

1
FAIM
Financial Advocates Investment Management
Washington
$876K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$11.1M
4
UBS Group
UBS Group
Switzerland
$19.2M
5
Morgan Stanley
Morgan Stanley
New York
$94.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$5.83M -$339K -4,586 -6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.87M -$399K -5,393 -8%
MA
28
MONECO Advisors
Connecticut
$4.84M +$228K +3,084 +5%
AFS
29
Aft Forsyth & Sober
Florida
$4.12M – – –
PAG
30
Private Advisor Group
New Jersey
$4.09M +$293K +3,965 +8%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.8M -$345K -4,665 -8%
EF
32
Empirical Finance
Pennsylvania
$3.73M -$395K -5,341 -10%
Truist Financial
33
Truist Financial
North Carolina
$3.62M -$199K -2,693 -5%
GF
34
Gimbal Financial
Indiana
$3.56M +$40.3K +545 +1%
KAS
35
Kestra Advisory Services
Texas
$3.44M +$425K +5,736 +14%
NWM
36
Nova Wealth Management
Florida
$3.42M +$3.42M +46,236 New
AAS
37
Ameritas Advisory Services
Nebraska
$3.29M +$335K +4,525 +11%
VAM
38
Vienna Asset Management
California
$3.28M +$383K +5,173 +13%
WWM
39
Western Wealth Management
Colorado
$3.15M -$35.5K -480 -1%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.05M +$133K +1,797 +5%
FMN
41
Financial Management Network
California
$2.94M +$285K +3,814 +11%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.58M +$181K +2,449 +8%
ARC
43
Advisor Resource Council
Texas
$2.55M +$2.55M +34,478 New
CW
44
CreativeOne Wealth
Kansas
$2.52M +$1.27M +17,208 +103%
CA
45
Calton & Associates
Florida
$2.25M -$120K -1,620 -5%
CA
46
CoreCap Advisors
Michigan
$2.19M -$133K -1,791 -6%
CCFM
47
Clear Creek Financial Management
Washington
$2.15M +$1.26M +16,991 +141%
CIA
48
Concurrent Investment Advisors
Florida
$2.11M +$7.18K +97 +0.3%
JCFM
49
JBR Co Financial Management
Oklahoma
$1.97M -$8.29K -112 -0.4%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$1.92M -$22.1K -299 -1%
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