PTNQ icon

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 %
AF
101
Allworth Financial
California
$254K -$192K -2,674 -43%
SP
102
SWS Partners
Ohio
$246K – – –
BFEC
103
Benjamin F. Edwards & Company
Missouri
$246K -$44.6K -618 -15%
Citadel Advisors
104
Citadel Advisors
Florida
$240K +$240K +3,325 New
PWM
105
PBMares Wealth Management
Virginia
$237K – – –
SM
106
Sensible Money
Arizona
$216K – – –
ADL
107
Asset Dedication LLC
California
$216K – – –
SG
108
StoneX Group
New York
$213K +$213K +2,954 New
SB
109
Strategic Blueprint
Georgia
$208K +$208K +2,892 New
Fidelity Investments
110
Fidelity Investments
Massachusetts
$178K +$27.6K +383 +18%
PFBT
111
Parkside Financial Bank & Trust
Missouri
$178K – – –
NS
112
NBC Securities
Alabama
$151K – – –
CFGS
113
Concourse Financial Group Securities
Alabama
$131K +$102K +1,420 +355%
EWA
114
EverSource Wealth Advisors
Alabama
$118K – – –
EWA
115
EP Wealth Advisors
California
$112K -$433 -6 -0.4%
RIA
116
Realta Investment Advisors
Delaware
$105K – – –
HGERS
117
Householder Group Estate & Retirement Specialist
Arizona
$86K – – –
PA
118
PSI Advisors
Florida
$83.5K +$34.2K +475 +70%
IA
119
IFP Advisors
Florida
$76.1K -$1.51K -21 -2%
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$73.6K – – –
KWAG
121
Kiely Wealth Advisory Group
North Carolina
$63.9K – – –
RFA
122
Register Financial Advisors
Georgia
$61.6K – – –
SFC
123
Strategic Financial Concepts
Texas
$55.1K +$55.1K +11,552 New
BCMLT
124
Beacon Capital Management LLC (Tennessee)
Tennessee
$42.1K – – –
RI
125
Ridgewood Investments
New Jersey
$39.7K +$39.7K +550 New
2 3 4
5
6