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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

138 hedge funds and large institutions have $765M invested in Pacer Trendpilot 100 ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 70 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-9
Holders Change %
-6.12%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
70
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$13.4M
2
LPL Financial
LPL Financial
California
+$5.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.76M
4
TFS
Thoroughbred Financial Services
Tennessee
+$2.31M
5
Raymond James Financial
Raymond James Financial
Florida
+$2.26M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$18.7M
2
BCM
Brookstone Capital Management
Illinois
-$12.2M
3
Wells Fargo
Wells Fargo
California
-$4.29M
4
Morgan Stanley
Morgan Stanley
New York
-$2.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$5.02M -$785K -11,044 -14%
MA
27
MONECO Advisors
Connecticut
$4.78M +$139K +1,964 +3%
MML Investors Services
28
MML Investors Services
Massachusetts
$4.04M +$1.12M +15,730 +38%
AFS
29
Aft Forsyth & Sober
Florida
$4.03M +$71K +1,000 +2%
Truist Financial
30
Truist Financial
North Carolina
$3.99M +$509K +7,173 +15%
PAG
31
Private Advisor Group
New Jersey
$3.8M -$131K -1,846 -3%
VAM
32
Vienna Asset Management
California
$3.77M +$624K +8,781 +20%
GF
33
Gimbal Financial
Indiana
$3.74M +$327K +4,612 +10%
TFS
34
Thoroughbred Financial Services
Tennessee
$3.54M +$2.31M +32,481 +186%
KAS
35
Kestra Advisory Services
Texas
$3.45M +$156K +2,197 +5%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$3.42M -$218K -3,073 -6%
CA
37
Calton & Associates
Florida
$3.38M +$1.22M +17,214 +57%
EF
38
Empirical Finance
Pennsylvania
$3.36M -$216K -3,041 -6%
AAS
39
Ameritas Advisory Services
Nebraska
$3.3M +$135K +1,894 +4%
WWM
40
Western Wealth Management
Colorado
$3.13M +$102K +1,431 +3%
FMN
41
Financial Management Network
California
$2.74M +$101K +1,511 +4%
NWM
42
Nova Wealth Management
Florida
$2.52M -$767K -10,803 -23%
CCFM
43
Clear Creek Financial Management
Washington
$2.17M +$113K +1,589 +5%
ARC
44
Advisor Resource Council
Texas
$2.13M -$315K -4,429 -13%
CIA
45
Concurrent Investment Advisors
Florida
$2.13M +$109K +1,542 +5%
JCFM
46
JBR Co Financial Management
Oklahoma
$1.89M – – –
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.84M +$7.74K +109 +0.4%
Ameriprise
48
Ameriprise
Minnesota
$1.71M +$858K +12,079 +101%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.67M -$164K -2,307 -9%
FSA
50
Financial Services Advisory
Maryland
$1.6M -$21.8K -307 -1%
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