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Pacer Trendpilot 100 ETF

89 hedge funds and large institutions have $430M invested in Pacer Trendpilot 100 ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $393M → $430M (+$37.1M)

5% more funds holding

Funds holding: 8589 (+4)

0.99% less ownership

Funds ownership: 59.61%58.62% (-0.99%)

33% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 39

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
26
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$719K -$392K -7,649 -37%
Citadel Advisors
52
Citadel Advisors
Florida
$706K +$660K +12,855 New
AAS
53
Avantax Advisory Services
Texas
$692K -$39.9K -777 -6%
CAAS
54
Capital Asset Advisory Services
Michigan
$674K -$7.39K -144 -1%
OIM
55
Oder Investment Management
California
$631K -$22.6K -440 -4%
GLA
56
Good Life Advisors
Pennsylvania
$626K -$47.5K -926 -8%
BRWA
57
B. Riley Wealth Advisors
Florida
$573K
LNC
58
Lincoln National Corp
Pennsylvania
$567K +$44.1K +859 +9%
Mariner
59
Mariner
Kansas
$551K +$515K +10,041 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$523K -$5.93M -115,638 -92%
GSIAS
61
Garden State Investment Advisory Services
New Jersey
$507K -$72.6K -1,415 -13%
GWSG
62
GPS Wealth Strategies Group
Colorado
$482K +$450K +8,773 New
JWCA
63
J.W. Cole Advisors
Florida
$423K
BBHC
64
Brown Brothers Harriman & Co
New York
$402K
SW
65
SteelPeak Wealth
California
$354K +$331K +6,456 New
TWP
66
Tempus Wealth Planning
California
$309K -$83.4K -1,625 -22%
IA
67
Insight Advisors
Pennsylvania
$296K -$20.5K -400 -7%
LSA
68
Lion Street Advisors
Texas
$294K +$50.8K +991 +23%
PFS
69
Prospera Financial Services
Texas
$292K +$51.1K +995 +23%
MA
70
Mutual Advisors
Nebraska
$276K -$4.31K -84 -2%
Northern Trust
71
Northern Trust
Illinois
$273K
LT
72
Legacy Trust
Michigan
$252K
ADL
73
Asset Dedication LLC
California
$165K
PTC
74
Private Trust Company
Ohio
$120K
HGERS
75
Householder Group Estate & Retirement Specialist
Arizona
$105K +$97.9K +1,909 New

PTNQ Hedge Fund Activity: Q1 2023 in Review

89 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot 100 ETF (PTNQ) for Q1 2023, worth a combined $430M — up 9.4% from $393M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PTNQ positions and 6 closed out — a net gain of 6 holders — while 26 added to existing stakes and 39 trimmed.

The largest buyer was Stifel Financial, adding an estimated $12.5M. The largest seller was Janney Montgomery Scott, cutting an estimated $5.93M.

  • 89 institutional investors held Pacer Trendpilot 100 ETF (PTNQ) as of Q1 2023, up from 85 in Q4 2022.
  • Funds reported $430M of Pacer Trendpilot 100 ETF stock for Q1 2023, up 9.4% quarter-over-quarter.
  • 12 funds opened new Pacer Trendpilot 100 ETF positions in Q1 2023 and 6 closed out, a net change of +6 holders.
  • The largest Pacer Trendpilot 100 ETF buyer in Q1 2023 was Stifel Financial, an estimated $12.5M added.
  • The largest Pacer Trendpilot 100 ETF seller in Q1 2023 was Janney Montgomery Scott, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2023.