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Pacer Trendpilot 100 ETF

141 hedge funds and large institutions have $766M invested in Pacer Trendpilot 100 ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 40

0.88% more ownership

Funds ownership: 59.58%60.46% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $807M → $766M (-$41M)

5% less funds holding

Funds holding: 149141 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
71
Reduced
40
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$101M +$5.84M +78,831 +6%
Morgan Stanley
2
Morgan Stanley
New York
$88.1M -$2.92M -39,474 -3%
Bank of America
3
Bank of America
North Carolina
$83M +$1.53M +20,712 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$58.1M +$2.35M +31,764 +4%
Wells Fargo
5
Wells Fargo
California
$47.1M -$4.48M -60,472 -8%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$35.6M +$687K +9,281 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$35.4M +$636K +8,587 +2%
GWM
8
Geneos Wealth Management
Colorado
$22.3M +$13.9M +188,203 +149%
UBS Group
9
UBS Group
Switzerland
$18.4M -$9.25K -125 -0%
ODFS
10
O'Donnell Financial Services
California
$15.3M +$193K +2,607 +1%
AAS
11
Avantax Advisory Services
Texas
$14.1M +$388K +5,244 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$14M +$385K +5,195 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.9M +$533K +7,206 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$13.4M +$2.88M +38,858 +26%
CFD
15
Creative Financial Designs
Indiana
$11.6M +$570K +7,701 +5%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$10.8M +$147K +1,982 +1%
SPIA
17
Steward Partners Investment Advisory
New York
$9.57M +$1.04M +14,026 +12%
AWS
18
Atria Wealth Solutions
New York
$9.21M -$122K -1,654 -1%
LFAS
19
Level Four Advisory Services
Texas
$8.6M +$212K +2,861 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.7M +$2.12M +28,595 +43%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$6.37M +$2.44K +33 +0%
NA
22
NewEdge Advisors
Louisiana
$6.02M +$68.2K +921 +1%
SI
23
Stephens Inc
Arkansas
$6.01M -$142K -1,922 -2%
EH
24
Equitable Holdings
New York
$5.68M +$92.7K +1,253 +2%
Stifel Financial
25
Stifel Financial
Missouri
$5.42M -$19.5M -263,296 -78%

PTNQ Hedge Fund Activity: Q1 2025 in Review

141 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot 100 ETF (PTNQ) for Q1 2025, worth a combined $766M — down 5.1% from $807M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PTNQ and 11 opened new positions — a net loss of 7 holders — while 40 trimmed existing stakes and 71 added.

The largest buyer was Geneos Wealth Management, adding an estimated $13.9M. The largest seller was Stifel Financial, cutting an estimated $19.5M.

  • 141 institutional investors held Pacer Trendpilot 100 ETF (PTNQ) as of Q1 2025, down from 149 in Q4 2024.
  • Funds reported $766M of Pacer Trendpilot 100 ETF stock for Q1 2025, down 5.1% quarter-over-quarter.
  • 11 funds opened new Pacer Trendpilot 100 ETF positions in Q1 2025 and 18 closed out, a net change of -7 holders.
  • The largest Pacer Trendpilot 100 ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $13.9M added.
  • The largest Pacer Trendpilot 100 ETF seller in Q1 2025 was Stifel Financial, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2025.