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Pacer Trendpilot 100 ETF

141 hedge funds and large institutions have $766M invested in Pacer Trendpilot 100 ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 40

0.88% more ownership

Funds ownership: 59.58%60.46% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $807M → $766M (-$41M)

5% less funds holding

Funds holding: 149141 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
71
Reduced
40
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEA
101
Stegent Equity Advisors
Texas
$281K -$13.8K -187 -5%
Kovitz Investment Group Partners
102
Kovitz Investment Group Partners
Illinois
$279K
AG
103
AmeriFlex Group
Nevada
$277K -$61.9K -836 -18%
MWM
104
Mascagni Wealth Management
Mississippi
$276K
CG
105
Clarus Group
Texas
$271K -$4.74K -64 -2%
MFG
106
Merit Financial Group
Georgia
$266K -$53.9K -728 -16%
BIG
107
Brookwood Investment Group
Arizona
$249K +$260K +3,506 New
SP
108
SWS Partners
Ohio
$247K +$4.88K +66 +2%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$244K +$254K +3,430 New
PJSIMP
110
P.J. Schmidt Investment Management (PJS)
Wisconsin
$239K +$48.5K +655 +24%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$238K -$1.92K -26 -0.8%
IWM
112
IHT Wealth Management
Illinois
$236K -$2.74K -37 -1%
SA
113
Sanctuary Advisors
Indiana
$217K
UW
114
Unique Wealth
Florida
$216K +$225K +3,041 New
JCM
115
Jacobi Capital Management
Pennsylvania
$216K
ADL
116
Asset Dedication LLC
California
$213K
SM
117
Sensible Money
Arizona
$213K
FHC
118
First Heartland Consultants
Missouri
$205K
AssetMark Inc
119
AssetMark Inc
California
$179K +$155K +2,098 +495%
PFBT
120
Parkside Financial Bank & Trust
Missouri
$175K -$66.6K -900 -27%
AAP
121
Arax Advisory Partners
Colorado
$170K +$178K +2,399 New
NS
122
NBC Securities
Alabama
$153K +$160K +2,163 +108,150%
EWA
123
EverSource Wealth Advisors
Alabama
$119K +$1.33K +18 +1%
EWA
124
EP Wealth Advisors
California
$110K
AF
125
Allworth Financial
California
$103K -$37K -500 -25%

PTNQ Hedge Fund Activity: Q1 2025 in Review

141 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot 100 ETF (PTNQ) for Q1 2025, worth a combined $766M — down 5.1% from $807M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PTNQ and 11 opened new positions — a net loss of 7 holders — while 40 trimmed existing stakes and 71 added.

The largest buyer was Geneos Wealth Management, adding an estimated $13.9M. The largest seller was Stifel Financial, cutting an estimated $19.5M.

  • 141 institutional investors held Pacer Trendpilot 100 ETF (PTNQ) as of Q1 2025, down from 149 in Q4 2024.
  • Funds reported $766M of Pacer Trendpilot 100 ETF stock for Q1 2025, down 5.1% quarter-over-quarter.
  • 11 funds opened new Pacer Trendpilot 100 ETF positions in Q1 2025 and 18 closed out, a net change of -7 holders.
  • The largest Pacer Trendpilot 100 ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $13.9M added.
  • The largest Pacer Trendpilot 100 ETF seller in Q1 2025 was Stifel Financial, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2025.