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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 %
BCI
76
Brinker Capital Investments
Pennsylvania
$646K +$421K +5,844 +188%
OPS
77
Orion Portfolio Solutions
Nebraska
$646K +$421K +5,844 +188%
CWS
78
Confluence Wealth Services
Pennsylvania
$627K +$404K +5,599 +181%
AWA
79
Arete Wealth Advisors
Illinois
$619K +$619K +8,575 New
GWSG
80
GPS Wealth Strategies Group
Colorado
$590K – – –
JWCA
81
J.W. Cole Advisors
Florida
$587K -$28.8K -399 -5%
CG
82
Clarus Group
Texas
$582K -$4.91M -68,108 -89%
Mariner
83
Mariner
Kansas
$545K -$5.7K -79 -1%
BBHC
84
Brown Brothers Harriman & Co
New York
$528K – – –
MAM
85
Milestone Asset Management
Pennsylvania
$517K +$239K +3,310 +86%
LT
86
Legacy Trust
Michigan
$482K – – –
TWP
87
Tempus Wealth Planning
California
$463K +$21.6K +300 +5%
EE
88
EWG Elevate
California
$463K +$107K +1,481 +30%
PTC
89
Private Trust Company
Ohio
$452K – – –
Comerica Bank
90
Comerica Bank
Texas
$381K -$568K -7,878 -60%
LSA
91
Lion Street Advisors
Texas
$377K -$4.69K -65 -1%
IAS
92
Insigneo Advisory Services
Florida
$375K +$375K +5,473 New
CIBC World Market
93
CIBC World Market
Ontario, Canada
$362K +$362K +5,027 New
SOS
94
Silver Oak Securities
Tennessee
$351K -$30.7K -426 -8%
TNBTD
95
Trustmark National Bank Trust Department
Mississippi
$330K +$330K +4,578 New
SEA
96
Stegent Equity Advisors
Texas
$312K -$1.12M -15,501 -78%
Jane Street
97
Jane Street
New York
$312K +$312K +4,323 New
APS
98
American Planning Services
Florida
$300K -$11.7K -162 -4%
IAIM
99
International Assets Investment Management
Florida
$298K +$24.1K +335 +9%
PJSIMP
100
P.J. Schmidt Investment Management (PJS)
Wisconsin
$263K -$18.2K -252 -6%
2 3
4
5 6