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Pacer Trendpilot 100 ETF

149 hedge funds and large institutions have $807M invested in Pacer Trendpilot 100 ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

13% more funds holding

Funds holding: 132149 (+17)

6% more capital invested

Capital invested by funds: $758M → $807M (+$49M)

1.82% more ownership

Funds ownership: 57.76%59.58% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 49

Holders
149
Holders Change
+17
Holders Change %
+12.88%
% 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
25
Increased
51
Reduced
49
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$99.5M +$6.26M +83,719 +7%
Morgan Stanley
2
Morgan Stanley
New York
$94.7M -$1.03M -13,749 -1%
Bank of America
3
Bank of America
North Carolina
$85M +$65.3K +872 +0.1%
Raymond James Financial
4
Raymond James Financial
Florida
$58.2M +$58.8M +785,981 New
Wells Fargo
5
Wells Fargo
California
$53.5M +$359K +4,791 +0.7%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$36.4M +$782K +10,451 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$36.3M +$2.52M +33,701 +7%
Stifel Financial
8
Stifel Financial
Missouri
$25.1M -$26.9K -359 -0.1%
UBS Group
9
UBS Group
Switzerland
$19.2M -$1.07M -14,331 -5%
ODFS
10
O'Donnell Financial Services
California
$15.5M -$46.2K -617 -0.3%
AAS
11
Avantax Advisory Services
Texas
$14.3M +$1.46M +19,493 +11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$14.2M +$710K +9,494 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.9M -$1.81M -24,197 -11%
BCM
14
Brookstone Capital Management
Illinois
$12.2M +$11.3M +151,090 +1,078%
CFD
15
Creative Financial Designs
Indiana
$11.5M +$6.45M +86,135 +125%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$11.1M +$950K +12,701 +9%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.1M -$1.39M -18,532 -11%
AWS
18
Atria Wealth Solutions
New York
$9.9M -$313K -4,181 -3%
GWM
19
Geneos Wealth Management
Colorado
$9.34M +$627K +8,385 +7%
SPIA
20
Steward Partners Investment Advisory
New York
$8.94M +$679K +9,073 +8%
LFAS
21
Level Four Advisory Services
Texas
$8.75M -$14.4K -192 -0.2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$6.64M +$48K +641 +0.7%
SI
23
Stephens Inc
Arkansas
$6.41M -$226K -3,020 -3%
NA
24
NewEdge Advisors
Louisiana
$6.21M -$150K -1,998 -2%
PFS
25
Prospera Financial Services
Texas
$6.05M +$2.26M +30,192 +59%

PTNQ Hedge Fund Activity: Q4 2024 in Review

149 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot 100 ETF (PTNQ) for Q4 2024, worth a combined $807M — up 6.5% from $758M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PTNQ positions and 4 closed out — a net gain of 21 holders — while 51 added to existing stakes and 49 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $11.3M. The largest seller was Financial Advocates Investment Management, cutting an estimated $3.66M.

  • 149 institutional investors held Pacer Trendpilot 100 ETF (PTNQ) as of Q4 2024, up from 132 in Q3 2024.
  • Funds reported $807M of Pacer Trendpilot 100 ETF stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 25 funds opened new Pacer Trendpilot 100 ETF positions in Q4 2024 and 4 closed out, a net change of +21 holders.
  • The largest Pacer Trendpilot 100 ETF buyer in Q4 2024 was Brookstone Capital Management, an estimated $11.3M added.
  • The largest Pacer Trendpilot 100 ETF seller in Q4 2024 was Financial Advocates Investment Management, an estimated $3.66M sold.

Based on aggregated 13F filings for Q4 2024.