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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

117 hedge funds and large institutions have $762M invested in Pacer Trendpilot 100 ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+14
Holders Change %
+13.59%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
24
Increased
46
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$189M
2
LPL Financial
LPL Financial
California
$85.9M
3
ODFS
O'Donnell Financial Services
California
$11.7M
4
AAS
Avantax Advisory Services
Texas
$7.62M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.5M

Top Sellers

1
TAM
Titleist Asset Management
Texas
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$31.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$30.7M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$19.8M
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
51
Kestra Private Wealth Services
Texas
$1.64M +$637K +9,749 +64%
GF
52
Gimbal Financial
Indiana
$1.57M +$1.57M +24,096 New
VAM
53
Vienna Asset Management
California
$1.43M +$1.43M +22,080 New
CCFM
54
Clear Creek Financial Management
Washington
$1.38M -$463K -7,088 -25%
SWP
55
Stratos Wealth Partners
Ohio
$1.17M +$3.99K +61 +0.3%
OC
56
Oppenheimer & Co
New York
$999K -$115K -1,764 -10%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$990K +$192K +2,936 +24%
LNC
58
Lincoln National Corp
Pennsylvania
$984K +$106K +1,620 +12%
SEA
59
Stegent Equity Advisors
Texas
$962K +$962K +14,725 New
AWA
60
Arkadios Wealth Advisors
Georgia
$962K -$10.4K -159 -1%
HI
61
Harbour Investments
Wisconsin
$954K +$325K +4,977 +52%
RJT
62
Raymond James Trust
Florida
$931K – – –
SEP
63
Southland Equity Partners
Missouri
$892K -$19K -291 -2%
Comerica Bank
64
Comerica Bank
Texas
$860K +$478K +7,313 +125%
ARC
65
Advisor Resource Council
Texas
$845K -$249K -3,816 -23%
CAAS
66
Capital Asset Advisory Services
Michigan
$824K +$20.3K +311 +3%
AWM
67
Axxcess Wealth Management
California
$824K +$20.3K +311 +3%
CW
68
CreativeOne Wealth
Kansas
$797K +$1.9K +29 +0.2%
XF
69
XML Financial
Maryland
$787K -$181K -2,763 -19%
BRWA
70
B. Riley Wealth Advisors
Florida
$771K -$653K -9,856 -46%
EWM
71
Elevatus Welath Management
New York
$759K – – –
OIM
72
Oder Investment Management
California
$711K -$15.7K -240 -2%
Mariner
73
Mariner
Kansas
$664K +$664K +10,170 New
FMN
74
Financial Management Network
California
$572K +$572K +8,890 New
JWCA
75
J.W. Cole Advisors
Florida
$555K +$13.1K +200 +2%
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