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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

137 hedge funds and large institutions have $729M invested in Pacer Trendpilot 100 ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+5
Holders Change %
+3.79%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
47
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.89M
2
AWS
Atria Wealth Solutions
New York
+$3.16M
3
LPL Financial
LPL Financial
California
+$2.79M
4
ODFS
O'Donnell Financial Services
California
+$2.29M
5
AAS
Ameritas Advisory Services
Nebraska
+$2.22M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$17.9M
2
CG
Clarus Group
Texas
-$4.91M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.33M
4
Truist Financial
Truist Financial
North Carolina
-$3.02M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$1.47M -$73.8K -1,024 -5%
SWP
52
Stratos Wealth Partners
Ohio
$1.43M -$165K -2,286 -10%
P
53
&Partners
Tennessee
$1.41M +$411K +5,705 +41%
ARC
54
Advisor Resource Council
Texas
$1.29M -$31K -430 -2%
OC
55
Oppenheimer & Co
New York
$1.24M +$79.6K +1,104 +7%
CW
56
CreativeOne Wealth
Kansas
$1.16M +$273K +3,788 +31%
NCFG
57
New Century Financial Group
New Jersey
$1.14M -$57.9K -803 -5%
RJT
58
Raymond James Trust
Florida
$1.08M – – –
SWA
59
Stratos Wealth Advisors
Ohio
$1.03M +$29.3K +407 +3%
SPC
60
Sigma Planning Corp
Michigan
$1.02M +$18.2K +253 +2%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$992K -$656K -9,104 -40%
BCM
62
Brookstone Capital Management
Illinois
$972K +$396K +5,468 +69%
AWA
63
Arkadios Wealth Advisors
Georgia
$947K -$129K -1,793 -12%
SEP
64
Southland Equity Partners
Missouri
$917K -$45.6K -633 -5%
BMCM
65
Burns Matteson Capital Management
New York
$905K +$183K +2,544 +25%
CCFM
66
Clear Creek Financial Management
Washington
$862K +$2.31K +32 +0.3%
XF
67
XML Financial
Maryland
$861K -$28K -389 -3%
HI
68
Harbour Investments
Wisconsin
$851K -$347K -4,820 -29%
EWM
69
Elevatus Welath Management
New York
$837K – – –
CAAS
70
Capital Asset Advisory Services
Michigan
$813K – – –
AWM
71
Axxcess Wealth Management
California
$796K – – –
OIM
72
Oder Investment Management
California
$784K – – –
SFG
73
Sovereign Financial Group
Connecticut
$775K +$138K +1,912 +22%
IWM
74
IHT Wealth Management
Illinois
$760K -$4.47K -62 -0.6%
ZIMP
75
Zimmermann Investment Management & Planning
Pennsylvania
$698K -$2.26M -31,377 -76%
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