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Pacer Trendpilot 100 ETF
PTNQ

Overview Fund Activity

138 hedge funds and large institutions have $765M invested in Pacer Trendpilot 100 ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 70 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-9
Holders Change %
-6.12%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
70
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$13.4M
2
LPL Financial
LPL Financial
California
+$5.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.76M
4
TFS
Thoroughbred Financial Services
Tennessee
+$2.31M
5
Raymond James Financial
Raymond James Financial
Florida
+$2.26M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$18.7M
2
BCM
Brookstone Capital Management
Illinois
-$12.2M
3
Wells Fargo
Wells Fargo
California
-$4.29M
4
Morgan Stanley
Morgan Stanley
New York
-$2.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$101M +$5.6M +78,831 +6%
Morgan Stanley
2
Morgan Stanley
New York
$88.1M -$2.8M -39,474 -3%
Bank of America
3
Bank of America
North Carolina
$83M +$1.47M +20,712 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$58.1M +$2.26M +31,764 +4%
Wells Fargo
5
Wells Fargo
California
$47.1M -$4.29M -60,472 -8%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$35.6M +$659K +9,281 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$35.4M +$610K +8,587 +2%
GWM
8
Geneos Wealth Management
Colorado
$22.3M +$13.4M +188,203 +149%
UBS Group
9
UBS Group
Switzerland
$18.4M -$8.88K -125 -0%
ODFS
10
O'Donnell Financial Services
California
$15.3M +$185K +2,607 +1%
AAS
11
Avantax Advisory Services
Texas
$14.1M +$372K +5,244 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$14M +$369K +5,195 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.9M +$512K +7,206 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$13.4M +$2.76M +38,858 +26%
CFD
15
Creative Financial Designs
Indiana
$11.6M +$547K +7,701 +5%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$10.8M +$141K +1,982 +1%
SPIA
17
Steward Partners Investment Advisory
New York
$9.57M +$996K +14,026 +12%
AWS
18
Atria Wealth Solutions
New York
$9.21M -$117K -1,654 -1%
LFAS
19
Level Four Advisory Services
Texas
$8.6M +$203K +2,861 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.7M +$2.03M +28,595 +43%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$6.37M +$2.34K +33 +0%
NA
22
NewEdge Advisors
Louisiana
$6.02M +$65.4K +921 +1%
SI
23
Stephens Inc
Arkansas
$6.01M -$136K -1,922 -2%
EH
24
Equitable Holdings
New York
$5.68M +$89K +1,253 +2%
Stifel Financial
25
Stifel Financial
Missouri
$5.42M -$18.7M -263,296 -78%
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