PTNQ icon

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
+$11.2M
2
CFD
Creative Financial Designs
Indiana
+$6.38M
3
LPL Financial
LPL Financial
California
+$6.2M
4
ARC
Advisor Resource Council
Texas
+$2.55M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.49M

Top Sellers

1
FAIM
Financial Advocates Investment Management
Washington
-$3.62M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.79M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.37M
4
UBS Group
UBS Group
Switzerland
-$1.06M
5
Morgan Stanley
Morgan Stanley
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
101
AmeriFlex Group
Nevada
$356K +$356K +4,736 New
MFG
102
Merit Financial Group
Georgia
$331K +$331K +4,474 New
SEA
103
Stegent Equity Advisors
Texas
$307K – – –
Kovitz Investment Group Partners
104
Kovitz Investment Group Partners
Illinois
$291K +$291K +3,927 New
CG
105
Clarus Group
Texas
$287K -$96.9K -1,309 -25%
NCFG
106
New Century Financial Group
New Jersey
$286K -$2.99K -40 -1%
IAIM
107
International Assets Investment Management
Florida
$284K +$284K +3,838 New
MWM
108
Mascagni Wealth Management
Mississippi
$276K +$276K +3,891 New
SP
109
SWS Partners
Ohio
$258K -$75 -1 -0%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$250K +$73.9K +998 +42%
PFBT
111
Parkside Financial Bank & Trust
Missouri
$249K +$66.6K +900 +37%
IWM
112
IHT Wealth Management
Illinois
$249K -$180K -2,431 -42%
TWP
113
Tyche Wealth Partners
Texas
$249K +$44.9K +607 +22%
PWM
114
PBMares Wealth Management
Virginia
$244K – – –
SA
115
Sanctuary Advisors
Indiana
$229K +$229K +3,049 New
SG
116
StoneX Group
New York
$226K -$2.79K -37 -1%
JCM
117
Jacobi Capital Management
Pennsylvania
$225K +$225K +3,040 New
SM
118
Sensible Money
Arizona
$222K – – –
ADL
119
Asset Dedication LLC
California
$222K – – –
SB
120
Strategic Blueprint
Georgia
$222K -$40.6K -549 -15%
FHC
121
First Heartland Consultants
Missouri
$213K -$192K -2,593 -47%
IA
122
IAM Advisory
Pennsylvania
$202K -$48.5K -655 -19%
PJSIMP
123
P.J. Schmidt Investment Management (PJS)
Wisconsin
$200K -$50K -676 -20%
AF
124
Allworth Financial
California
$154K -$102K -1,346 -40%
EWA
125
EverSource Wealth Advisors
Alabama
$122K – – –
3 4
5
6 7