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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
$12.2M
2
CFD
Creative Financial Designs
Indiana
$11.5M
3
LPL Financial
LPL Financial
California
$99.5M
4
ARC
Advisor Resource Council
Texas
$2.55M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$36.3M

Top Sellers

1
FAIM
Financial Advocates Investment Management
Washington
$876K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$11.1M
4
UBS Group
UBS Group
Switzerland
$19.2M
5
Morgan Stanley
Morgan Stanley
New York
$94.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$99.5M +$6.2M +83,719 +7%
Morgan Stanley
2
Morgan Stanley
New York
$94.7M -$1.02M -13,749 -1%
Bank of America
3
Bank of America
North Carolina
$85M +$64.5K +872 +0.1%
Raymond James Financial
4
Raymond James Financial
Florida
$58.2M +$58.2M +785,981 New
Wells Fargo
5
Wells Fargo
California
$53.5M +$355K +4,791 +0.7%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$36.4M +$774K +10,451 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$36.3M +$2.49M +33,701 +7%
Stifel Financial
8
Stifel Financial
Missouri
$25.1M -$26.6K -359 -0.1%
UBS Group
9
UBS Group
Switzerland
$19.2M -$1.06M -14,331 -5%
ODFS
10
O'Donnell Financial Services
California
$15.5M -$45.1K -617 -0.3%
AAS
11
Avantax Advisory Services
Texas
$14.3M +$1.44M +19,493 +11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$14.2M +$703K +9,494 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.9M -$1.79M -24,197 -11%
BCM
14
Brookstone Capital Management
Illinois
$12.2M +$11.2M +151,090 +1,078%
CFD
15
Creative Financial Designs
Indiana
$11.5M +$6.38M +86,135 +125%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$11.1M +$940K +12,701 +9%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.1M -$1.37M -18,532 -11%
AWS
18
Atria Wealth Solutions
New York
$9.9M -$315K -4,181 -3%
GWM
19
Geneos Wealth Management
Colorado
$9.34M +$621K +8,385 +7%
SPIA
20
Steward Partners Investment Advisory
New York
$8.94M +$672K +9,073 +8%
LFAS
21
Level Four Advisory Services
Texas
$8.75M -$14.2K -192 -0.2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$6.64M +$47.4K +641 +0.7%
SI
23
Stephens Inc
Arkansas
$6.41M -$224K -3,020 -3%
NA
24
NewEdge Advisors
Louisiana
$6.21M -$148K -1,998 -2%
PFS
25
Prospera Financial Services
Texas
$6.05M +$2.23M +30,192 +59%
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