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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

137 hedge funds and large institutions have $729M invested in Pacer Trendpilot 100 ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+5
Holders Change %
+3.79%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
47
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$50.5M
2
AWS
Atria Wealth Solutions
New York
$11.3M
3
LPL Financial
LPL Financial
California
$91.9M
4
ODFS
O'Donnell Financial Services
California
$15M
5
AAS
Ameritas Advisory Services
Nebraska
$2.22M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$13.6M
2
CG
Clarus Group
Texas
$582K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.1M
4
Truist Financial
Truist Financial
North Carolina
$3.41M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$698K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$95.8M -$2.16M -29,951 -2%
LPL Financial
2
LPL Financial
California
$91.9M +$2.79M +38,671 +3%
Bank of America
3
Bank of America
North Carolina
$83.8M +$1.12M +15,580 +1%
Wells Fargo
4
Wells Fargo
California
$50.5M +$3.89M +53,971 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$33.3M +$78.1K +1,084 +0.2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$28.5M +$467K +6,475 +2%
Stifel Financial
7
Stifel Financial
Missouri
$24.7M -$547K -7,584 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$22.4M -$681K -9,446 -3%
RJA
9
Raymond James & Associates
Florida
$21.2M -$157K -2,184 -0.7%
UBS Group
10
UBS Group
Switzerland
$19.8M -$61.8K -857 -0.3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.1M -$4.33M -60,094 -21%
ODFS
12
O'Donnell Financial Services
California
$15M +$2.29M +31,813 +18%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$14M -$464K -6,432 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$13.6M -$17.9M -248,269 -57%
AWS
15
Atria Wealth Solutions
New York
$11.3M +$3.16M +43,817 +39%
AAS
16
Avantax Advisory Services
Texas
$10.9M +$1.41M +19,517 +15%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$10.2M -$579K -8,032 -5%
GWM
18
Geneos Wealth Management
Colorado
$8.47M +$91.5K +1,269 +1%
LFAS
19
Level Four Advisory Services
Texas
$7.52M -$115K -1,589 -2%
SPIA
20
Steward Partners Investment Advisory
New York
$7.44M +$1.06M +14,737 +17%
EH
21
Equitable Holdings
New York
$7.34M +$382K +5,295 +5%
SI
22
Stephens Inc
Arkansas
$7.03M +$101K +1,400 +1%
NA
23
NewEdge Advisors
Louisiana
$6.11M +$45.3K +628 +0.7%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$6.04M +$784K +10,881 +15%
CFD
25
Creative Financial Designs
Indiana
$4.82M +$42.4K +588 +0.9%
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