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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 %
EWA
126
EP Wealth Advisors
California
$115K – – –
IA
127
IFP Advisors
Florida
$112K +$34.2K +462 +44%
PA
128
PSI Advisors
Florida
$85.7K – – –
NWMP
129
Noble Wealth Management PBC
Colorado
$85.1K +$85.1K +1,150 New
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$74.4K – – –
AWM
131
AE Wealth Management
Kansas
$70.3K +$70.3K +950 New
MCA
132
Midwest Capital Advisors
Michigan
$63.5K +$63.5K +858 New
ACA
133
Aptus Capital Advisors
Alabama
$51.5K +$51.5K +996 New
BCMLT
134
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.2K – – –
JPMorgan Chase & Co
135
JPMorgan Chase & Co
New York
$41K -$65K -876 -61%
KIM
136
Kestra Investment Management
Texas
$37.8K +$37.8K +511 New
Citigroup
137
Citigroup
New York
$36.4K – – –
OPTFSNA
138
Old Point Trust & Financial Services N A
Virginia
$33.5K +$33.5K +452 New
AssetMark Inc
139
AssetMark Inc
California
$31.4K – – –
US Bancorp
140
US Bancorp
Minnesota
$29.7K +$7.48K +101 +34%
CA
141
Continuum Advisory
Idaho
$19.4K – – –
MSWA
142
Marshall & Sterling Wealth Advisors
New York
$11.1K +$11.1K +150 New
VWM
143
Venturi Wealth Management
Texas
$10.5K – – –
ACM
144
Anfield Capital Management
California
$9.62K – – –
GI
145
GAMMA Investing
California
$5.92K – – –
FIA
146
FNY Investment Advisers
New York
$3K +$3K +50 New
NS
147
NBC Securities
Alabama
$182 -$224K -2,466 -100%
ZIMP
148
Zimmermann Investment Management & Planning
Pennsylvania
– -$410K -5,587 Closed
KWAG
149
Kiely Wealth Advisory Group
North Carolina
– -$69.5K -921 Closed
FFA
150
Founders Financial Alliance
North Carolina
– -$23.4K -318 Closed
3 4 5
6
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