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Pacer Trendpilot 100 ETF

73 hedge funds and large institutions have $421M invested in Pacer Trendpilot 100 ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $424M → $421M (-$2.13M)

1.39% less ownership

Funds ownership: 54.75%53.36% (-1.4%)

4% less funds holding

Funds holding: 7673 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

40% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 35

Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
21
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$70.6M -$5.23M -97,112 -7%
Morgan Stanley
2
Morgan Stanley
New York
$51.3M -$2.41M -44,815 -5%
Wells Fargo
3
Wells Fargo
California
$40.5M +$1.19M +22,164 +3%
LPL Financial
4
LPL Financial
California
$39.5M +$175K +3,256 +0.5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$37.1M +$946K +17,573 +3%
UBS Group
6
UBS Group
Switzerland
$19.9M -$4.38M -81,354 -18%
RJA
7
Raymond James & Associates
Florida
$18M -$1.06M -19,723 -6%
Stifel Financial
8
Stifel Financial
Missouri
$15.2M -$558K -10,363 -4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$15.2M -$639K -11,872 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$11.9M +$373K +6,928 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.02M +$1.22M +22,691 +16%
CAN
12
Cetera Advisor Networks
California
$7.87M -$461K -8,557 -6%
SI
13
Stephens Inc
Arkansas
$6.3M -$1.63M -30,227 -21%
GWM
14
Geneos Wealth Management
Colorado
$5.36M -$2.14M -39,826 -29%
LFAS
15
Level Four Advisory Services
Texas
$4.02M +$573K +10,636 +17%
CG
16
Clarus Group
Texas
$3.91M +$2.01M +37,286 +115%
FAIM
17
Financial Advocates Investment Management
Washington
$3.71M +$305K +5,665 +10%
PMG
18
ProVise Management Group
Florida
$3.6M -$1.97M -36,576 -36%
PAG
19
Private Advisor Group
New Jersey
$3.53M -$334K -6,198 -9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.4M -$466K -8,662 -12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.4M -$64K -1,189 -2%
AFS
22
Aft Forsyth & Sober
Florida
$3.11M
Truist Financial
23
Truist Financial
North Carolina
$2.87M -$145K -2,688 -5%
PA
24
PFG Advisors
Arizona
$2.8M +$233K +4,323 +9%
CFD
25
Creative Financial Designs
Indiana
$2.71M +$84.5K +1,569 +3%

PTNQ Hedge Fund Activity: Q2 2021 in Review

73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot 100 ETF (PTNQ) for Q2 2021, worth a combined $421M — down 0.5% from $424M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PTNQ and 8 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 21 added.

The largest buyer was Clarus Group, adding an estimated $2.01M. The largest seller was Pacer Advisors, exiting entirely with an estimated $7.89M sold.

  • 73 institutional investors held Pacer Trendpilot 100 ETF (PTNQ) as of Q2 2021, down from 76 in Q1 2021.
  • Funds reported $421M of Pacer Trendpilot 100 ETF stock for Q2 2021, down 0.5% quarter-over-quarter.
  • 8 funds opened new Pacer Trendpilot 100 ETF positions in Q2 2021 and 10 closed out, a net change of -2 holders.
  • The largest Pacer Trendpilot 100 ETF buyer in Q2 2021 was Clarus Group, an estimated $2.01M added.
  • The largest Pacer Trendpilot 100 ETF seller in Q2 2021 was Pacer Advisors, an estimated $7.89M sold.

Based on aggregated 13F filings for Q2 2021.