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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 %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$101K +$98.4K +1,506 +3,423%
EWA
102
EP Wealth Advisors
California
$101K +$101K +1,550 New
HGERS
103
Householder Group Estate & Retirement Specialist
Arizona
$78K – – –
IA
104
IFP Advisors
Florida
$70.5K +$392 +6 +0.6%
KWAG
105
Kiely Wealth Advisory Group
North Carolina
$61.6K +$61.6K +921 New
BCMLT
106
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.9K – – –
Citigroup
107
Citigroup
New York
$30.2K – – –
JPMorgan Chase & Co
108
JPMorgan Chase & Co
New York
$25.8K +$719 +11 +3%
PA
109
PSI Advisors
Florida
$20.8K +$65 +1 +0.3%
FFA
110
Founders Financial Alliance
North Carolina
$20.5K – – –
PFBT
111
Parkside Financial Bank & Trust
Missouri
$19.6K +$19.6K +300 New
T
112
Tidemark
California
$13.6K +$13.6K +208 New
US Bancorp
113
US Bancorp
Minnesota
$10.6K +$10.6K +162 New
VWM
114
Venturi Wealth Management
Texas
$9.15K – – –
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$4.81K +$4.81K +73 New
PMFA
116
Plante Moran Financial Advisors
Michigan
$2.81K +$2.81K +43 New
AC
117
AlphaCore Capital
California
$2.45K +$2.45K +37 New
TAM
118
Titleist Asset Management
Texas
– -$8.64M -140,689 Closed
AWM
119
AE Wealth Management
Kansas
– -$1.35M -22,024 Closed
FEM
120
Fulcrum Equity Management
Texas
– -$895K -14,571 Closed
LCGC
121
Legacy Capital Group California
California
– -$351K -5,709 Closed
HighTower Advisors
122
HighTower Advisors
Illinois
– -$245K -3,969 Closed
SFC
123
Strategic Financial Concepts
Texas
– -$235K -3,828 Closed
CT
124
Colonial Trust
South Carolina
– -$100K -1,627 Closed
RIA
125
Realta Investment Advisors
Delaware
– -$52.8K -850 Closed
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