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Pacer Trendpilot 100 ETF

98 hedge funds and large institutions have $525M invested in Pacer Trendpilot 100 ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $430M → $525M (+$94.9M)

10% more funds holding

Funds holding: 8998 (+9)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0.32% more ownership

Funds ownership: 58.62%58.94% (+0.32%)

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.54%
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
35
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$870K -$335K -5,828 -29%
SW
52
SteelPeak Wealth
California
$789K +$360K +6,255 +97%
CAAS
53
Capital Asset Advisory Services
Michigan
$774K -$575 -10 -0.1%
LNC
54
Lincoln National Corp
Pennsylvania
$771K +$120K +2,088 +20%
CW
55
CreativeOne Wealth
Kansas
$767K +$710K +12,352 New
AAS
56
Avantax Advisory Services
Texas
$764K -$17.4K -303 -2%
KAS
57
Kestra Advisory Services
Texas
$737K -$71.3K -1,240 -9%
PFS
58
Prospera Financial Services
Texas
$720K +$361K +6,280 +118%
GLA
59
Good Life Advisors
Pennsylvania
$692K -$15.2K -264 -2%
OIM
60
Oder Investment Management
California
$690K -$21.9K -381 -3%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$675K -$667K -11,600 -52%
Mariner
62
Mariner
Kansas
$668K +$41.1K +715 +7%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$597K +$6.09K +106 +1%
HI
64
Harbour Investments
Wisconsin
$576K -$1.16M -20,258 -69%
GWSG
65
GPS Wealth Strategies Group
Colorado
$518K -$24.7K -430 -5%
JWCA
66
J.W. Cole Advisors
Florida
$515K +$34.5K +600 +8%
SWP
67
Stratos Wealth Partners
Ohio
$497K +$460K +8,003 New
LSA
68
Lion Street Advisors
Texas
$489K +$175K +3,048 +57%
BBHC
69
Brown Brothers Harriman & Co
New York
$455K
Citadel Advisors
70
Citadel Advisors
Florida
$437K -$334K -5,807 -45%
TWP
71
Tempus Wealth Planning
California
$352K +$2.87K +50 +0.9%
MA
72
Mutual Advisors
Nebraska
$312K
Northern Trust
73
Northern Trust
Illinois
$309K
BCM
74
Brookstone Capital Management
Illinois
$292K +$271K +4,720 New
LT
75
Legacy Trust
Michigan
$284K

PTNQ Hedge Fund Activity: Q2 2023 in Review

98 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot 100 ETF (PTNQ) for Q2 2023, worth a combined $525M — up 22% from $430M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PTNQ positions and 7 closed out — a net gain of 10 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was American Planning Services, opening a new position worth an estimated $9.23M. The largest seller was Cetera Advisor Networks, cutting an estimated $4.15M.

  • 98 institutional investors held Pacer Trendpilot 100 ETF (PTNQ) as of Q2 2023, up from 89 in Q1 2023.
  • Funds reported $525M of Pacer Trendpilot 100 ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 17 funds opened new Pacer Trendpilot 100 ETF positions in Q2 2023 and 7 closed out, a net change of +10 holders.
  • The largest Pacer Trendpilot 100 ETF buyer in Q2 2023 was American Planning Services, an estimated $9.23M added.
  • The largest Pacer Trendpilot 100 ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $4.15M sold.

Based on aggregated 13F filings for Q2 2023.