Pacer Trendpilot 100 ETF
PTNQ
118 hedge funds and large institutions have $763M invested in Pacer Trendpilot 100 ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 10 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
39% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 33
36% more capital invested
Capital invested by funds: $561M → $763M (+$202M)
15% more funds holding
Funds holding: 103 → 118 (+15)
11.22% more ownership
Funds ownership: 58.88% → 70.11% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$113M |
| 2 |
LPL Financial
San Diego,
California
|
+$22.8M |
| 3 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$11.4M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$6.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$8.64M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.06M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.36M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.37M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.35M |
PTNQ Hedge Fund Activity: Q4 2023 in Review
118 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot 100 ETF (PTNQ) for Q4 2023, worth a combined $763M — up 36% from $561M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PTNQ positions and 10 closed out — a net gain of 15 holders — while 46 added to existing stakes and 33 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $113M. The largest seller was Titleist Asset Management, exiting entirely with an estimated $8.64M sold.
- 118 institutional investors held Pacer Trendpilot 100 ETF (PTNQ) as of Q4 2023, up from 103 in Q3 2023.
- Funds reported $763M of Pacer Trendpilot 100 ETF stock for Q4 2023, up 36% quarter-over-quarter.
- 25 funds opened new Pacer Trendpilot 100 ETF positions in Q4 2023 and 10 closed out, a net change of +15 holders.
- The largest Pacer Trendpilot 100 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $113M added.
- The largest Pacer Trendpilot 100 ETF seller in Q4 2023 was Titleist Asset Management, an estimated $8.64M sold.
Based on aggregated 13F filings for Q4 2023.