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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

147 hedge funds and large institutions have $806M invested in Pacer Trendpilot 100 ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+16
Holders Change %
+12.21%
% of All Funds
1.96%
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
50
Reduced
49
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$12.2M
2
CFD
Creative Financial Designs
Indiana
$11.5M
3
LPL Financial
LPL Financial
California
$99.5M
4
ARC
Advisor Resource Council
Texas
$2.55M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$36.3M

Top Sellers

1
FAIM
Financial Advocates Investment Management
Washington
$876K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$11.1M
4
UBS Group
UBS Group
Switzerland
$19.2M
5
Morgan Stanley
Morgan Stanley
New York
$94.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
76
Orion Portfolio Solutions
Nebraska
$795K +$88.9K +1,201 +13%
CAAS
77
Capital Asset Advisory Services
Michigan
$773K -$47.9K -641 -6%
OMC
78
Old Mission Capital
Illinois
$771K +$525K +7,092 +213%
AWM
79
Axxcess Wealth Management
California
$765K -$47.4K -641 -6%
IAA
80
Independent Advisor Alliance
North Carolina
$745K +$745K +10,062 New
Comerica Bank
81
Comerica Bank
Texas
$729K +$304K +4,110 +72%
EE
82
EWG Elevate
California
$671K +$142K +1,924 +27%
GWSG
83
GPS Wealth Strategies Group
Colorado
$632K +$25.9K +350 +4%
FOR
84
Family Office Research
Maryland
$623K +$623K +8,417 New
MAM
85
Milestone Asset Management
Pennsylvania
$614K +$43.9K +593 +8%
JWCA
86
J.W. Cole Advisors
Florida
$565K – – –
Mariner
87
Mariner
Kansas
$543K -$16.3K -220 -3%
BBHC
88
Brown Brothers Harriman & Co
New York
$542K – – –
TNBTD
89
Trustmark National Bank Trust Department
Mississippi
$525K +$168K +2,271 +47%
CWS
90
Confluence Wealth Services
Pennsylvania
$524K -$29.4K -386 -5%
CFGS
91
Concourse Financial Group Securities
Alabama
$510K +$122K +1,610 +31%
LT
92
Legacy Trust
Michigan
$495K – – –
HH
93
Hilltop Holdings
Texas
$468K +$210K +2,836 +81%
Citadel Advisors
94
Citadel Advisors
Florida
$468K +$468K +6,320 New
PTC
95
Private Trust Company
Ohio
$464K – – –
TWP
96
Tempus Wealth Planning
California
$464K – – –
SOS
97
Silver Oak Securities
Tennessee
$455K -$11.5K -154 -2%
LSA
98
Lion Street Advisors
Texas
$387K – – –
SFA
99
Sequoia Financial Advisors
Ohio
$382K +$382K +5,165 New
IAS
100
Insigneo Advisory Services
Florida
$381K -$27K -365 -7%
2 3
4
5 6