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Pacer Trendpilot 100 ETF

141 hedge funds and large institutions have $766M invested in Pacer Trendpilot 100 ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 40

0.88% more ownership

Funds ownership: 59.58%60.46% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $807M → $766M (-$41M)

5% less funds holding

Funds holding: 149141 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
71
Reduced
40
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$5.02M -$817K -11,044 -14%
MA
27
MONECO Advisors
Connecticut
$4.78M +$145K +1,964 +3%
MML Investors Services
28
MML Investors Services
Massachusetts
$4.04M +$1.16M +15,730 +38%
AFS
29
Aft Forsyth & Sober
Florida
$4.03M +$74K +1,000 +2%
Truist Financial
30
Truist Financial
North Carolina
$3.99M +$531K +7,173 +15%
PAG
31
Private Advisor Group
New Jersey
$3.8M -$137K -1,846 -3%
VAM
32
Vienna Asset Management
California
$3.77M +$650K +8,781 +20%
GF
33
Gimbal Financial
Indiana
$3.74M +$341K +4,612 +10%
TFS
34
Thoroughbred Financial Services
Tennessee
$3.54M +$2.4M +32,481 +186%
KAS
35
Kestra Advisory Services
Texas
$3.45M +$163K +2,197 +5%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$3.42M -$227K -3,073 -6%
CA
37
Calton & Associates
Florida
$3.38M +$1.27M +17,214 +57%
EF
38
Empirical Finance
Pennsylvania
$3.36M -$225K -3,041 -6%
AAS
39
Ameritas Advisory Services
Nebraska
$3.3M +$140K +1,894 +4%
WWM
40
Western Wealth Management
Colorado
$3.13M +$106K +1,431 +3%
FMN
41
Financial Management Network
California
$2.74M +$112K +1,511 +4%
NWM
42
Nova Wealth Management
Florida
$2.52M -$800K -10,803 -23%
CCFM
43
Clear Creek Financial Management
Washington
$2.17M +$118K +1,589 +5%
ARC
44
Advisor Resource Council
Texas
$2.13M -$328K -4,429 -13%
CIA
45
Concurrent Investment Advisors
Florida
$2.13M +$114K +1,542 +5%
JCFM
46
JBR Co Financial Management
Oklahoma
$1.89M
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.84M +$8.07K +109 +0.4%
Ameriprise
48
Ameriprise
Minnesota
$1.71M +$894K +12,079 +101%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.67M -$171K -2,307 -9%
FSA
50
Financial Services Advisory
Maryland
$1.6M -$22.7K -307 -1%

PTNQ Hedge Fund Activity: Q1 2025 in Review

141 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot 100 ETF (PTNQ) for Q1 2025, worth a combined $766M — down 5.1% from $807M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PTNQ and 11 opened new positions — a net loss of 7 holders — while 40 trimmed existing stakes and 71 added.

The largest buyer was Geneos Wealth Management, adding an estimated $13.9M. The largest seller was Stifel Financial, cutting an estimated $19.5M.

  • 141 institutional investors held Pacer Trendpilot 100 ETF (PTNQ) as of Q1 2025, down from 149 in Q4 2024.
  • Funds reported $766M of Pacer Trendpilot 100 ETF stock for Q1 2025, down 5.1% quarter-over-quarter.
  • 11 funds opened new Pacer Trendpilot 100 ETF positions in Q1 2025 and 18 closed out, a net change of -7 holders.
  • The largest Pacer Trendpilot 100 ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $13.9M added.
  • The largest Pacer Trendpilot 100 ETF seller in Q1 2025 was Stifel Financial, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2025.