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Pacer Trendpilot 100 ETF

117 hedge funds and large institutions have $762M invested in Pacer Trendpilot 100 ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+14
Holders Change %
+13.59%
% of All Funds
1.72%
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
46
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$189M +$116M +1,778,150 +160%
LPL Financial
2
LPL Financial
California
$85.9M +$23.4M +358,570 +37%
Bank of America
3
Bank of America
North Carolina
$70.2M +$294K +4,493 +0.4%
Wells Fargo
4
Wells Fargo
California
$44.6M +$2.04M +31,263 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$31.5M -$5.21M -79,738 -14%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$30.7M -$4.48M -68,611 -13%
Stifel Financial
7
Stifel Financial
Missouri
$22.7M +$348K +5,323 +2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$19.8M -$1.41M -21,627 -7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.5M +$3.92M +59,992 +25%
RJA
10
Raymond James & Associates
Florida
$18.9M -$416K -6,374 -2%
UBS Group
11
UBS Group
Switzerland
$18M -$858K -13,139 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$11.8M +$2.55M +38,968 +27%
ODFS
13
O'Donnell Financial Services
California
$11.7M +$11.7M +178,897 New
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$10.4M -$591K -9,050 -5%
CA
15
Cetera Advisors
Colorado
$9.02M +$65.9K +1,009 +0.7%
AAS
16
Avantax Advisory Services
Texas
$7.62M +$6.58M +100,707 +630%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$6.96M +$680K +10,412 +11%
LFAS
18
Level Four Advisory Services
Texas
$6.68M -$303K -4,633 -4%
GWM
19
Geneos Wealth Management
Colorado
$6.41M +$40.4K +618 +0.6%
Truist Financial
20
Truist Financial
North Carolina
$6.21M -$35.9K -549 -0.6%
SI
21
Stephens Inc
Arkansas
$5.98M +$73.8K +1,129 +1%
ZIMP
22
Zimmermann Investment Management & Planning
Pennsylvania
$5.89M +$1.66M +25,473 +39%
EH
23
Equitable Holdings
New York
$5.85M +$1.68M +25,695 +40%
NA
24
NewEdge Advisors
Louisiana
$5.57M -$952K -14,409 -15%
AWS
25
Atria Wealth Solutions
New York
$5.48M +$64.9K +983 +1%