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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

87 hedge funds and large institutions have $459M invested in Pacer Trendpilot 100 ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+15
Holders Change %
+20.83%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
24
Reduced
34
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$44.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.1M
3
Jane Street
Jane Street
New York
$1.48M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
$14.4M
5
NA
NewEdge Advisors
Louisiana
$2.87M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$47.5M
2
Bank of America
Bank of America
North Carolina
$67.9M
3
KAS
Kestra Advisory Services
Texas
$215K
4
Wells Fargo
Wells Fargo
California
$41.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
51
Raymond James Trust
Florida
$584K -$48.2K -817 -8%
LA
52
Latitude Advisors
Florida
$540K +$85.3K +1,446 +19%
BRWA
53
B. Riley Wealth Advisors
Florida
$533K -$16.8K -285 -3%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$510K -$69.2K -1,175 -12%
AAS
55
Avantax Advisory Services
Texas
$465K +$43K +730 +10%
JWCA
56
J.W. Cole Advisors
Florida
$456K +$456K +7,728 New
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$426K – – –
Citadel Advisors
58
Citadel Advisors
Florida
$380K +$380K +6,450 New
OIM
59
Oder Investment Management
California
$333K – – –
MC
60
Moors & Cabot
Massachusetts
$327K +$1.47K +25 +0.5%
MA
61
Mutual Advisors
Nebraska
$315K +$315K +5,334 New
HI
62
Harbour Investments
Wisconsin
$302K -$1.81M -30,668 -86%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$291K – – –
WS
64
Wedbush Securities
California
$266K -$1.54K -26 -0.6%
LSA
65
Lion Street Advisors
Texas
$257K – – –
LIM
66
Leavell Investment Management
Alabama
$244K – – –
OA
67
Oxbow Advisors
Texas
$239K +$239K +4,050 New
OIA
68
OneDigital Investment Advisors
Kansas
$234K -$25.8K -438 -10%
KAS
69
Kestra Advisory Services
Texas
$215K -$3.34M -56,625 -94%
ADL
70
Asset Dedication LLC
California
$177K – – –
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$139K – – –
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$118K +$118K +2,007 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$117K -$13.9K -236 -11%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$107K – – –
PA
75
PSI Advisors
Florida
$85K -$11.2K -189 -12%
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