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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

87 hedge funds and large institutions have $404M invested in Pacer Trendpilot 100 ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
25
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$15.5M
2
JCM
J2 Capital Management
Michigan
$3.68M
3
IAIM
International Assets Investment Management
Florida
$3.28M
4
LFAS
Level Four Advisory Services
Texas
$6.11M
5
Bank of America
Bank of America
North Carolina
$62.3M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$4.33M
2
Morgan Stanley
Morgan Stanley
New York
$35.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$32.1M
4
LPL Financial
LPL Financial
California
$36.7M
5
UBS Group
UBS Group
Switzerland
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
51
Good Life Advisors
Pennsylvania
$690K -$68.5K -1,313 -9%
APA
52
American Portfolios Advisors
New York
$552K -$6.06K -116 -1%
TWP
53
Tempus Wealth Planning
California
$548K +$10.8K +207 +2%
RJT
54
Raymond James Trust
Florida
$511K -$5.38K -103 -1%
BRWA
55
B. Riley Wealth Advisors
Florida
$472K -$314 -6 -0.1%
RIA
56
Regal Investment Advisors
Michigan
$462K +$462K +8,855 New
JWCA
57
J.W. Cole Advisors
Florida
$401K -$2.51K -48 -0.6%
AAS
58
Avantax Advisory Services
Texas
$393K -$18.7K -358 -5%
BBHC
59
Brown Brothers Harriman & Co
New York
$387K +$387K +7,410 New
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$377K – – –
KAS
61
Kestra Advisory Services
Texas
$361K +$170K +3,259 +89%
HF
62
Halpern Financial
Virginia
$302K +$302K +5,780 New
OIM
63
Oder Investment Management
California
$295K – – –
MC
64
Moors & Cabot
Massachusetts
$291K +$1.31K +25 +0.5%
MA
65
Mutual Advisors
Nebraska
$285K +$6.68K +128 +2%
SWP
66
Stratos Wealth Partners
Ohio
$263K +$263K +5,036 New
Baird Financial Group
67
Baird Financial Group
Wisconsin
$257K – – –
MCC
68
Money Concepts Capital
Florida
$254K +$254K +4,857 New
LNC
69
Lincoln National Corp
Pennsylvania
$247K +$247K +4,723 New
LSA
70
Lion Street Advisors
Texas
$229K – – –
LIM
71
Leavell Investment Management
Alabama
$216K – – –
GWSG
72
GPS Wealth Strategies Group
Colorado
$159K +$159K +3,041 New
ADL
73
Asset Dedication LLC
California
$157K – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$151K +$47.4K +908 +46%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$130K +$6.67K +128 +5%
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