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Pacer Trendpilot 100 ETF

143 hedge funds and large institutions have $753M invested in Pacer Trendpilot 100 ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

1% more funds holding

Funds holding: 141143 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.38% less ownership

Funds ownership: 60.46%60.08% (-0.38%)

2% less capital invested

Capital invested by funds: $766M → $753M (-$13.6M)

34% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 59

Holders
143
Holders Change
+2
Holders Change %
+1.42%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
39
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$108M +$6.38M +93,993 +7%
Morgan Stanley
2
Morgan Stanley
New York
$84.9M -$3.44M -50,649 -4%
Bank of America
3
Bank of America
North Carolina
$78.4M -$4.8M -70,773 -6%
Raymond James Financial
4
Raymond James Financial
Florida
$57.4M -$929K -13,678 -2%
Wells Fargo
5
Wells Fargo
California
$45.2M -$1.98M -29,097 -4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$30.5M -$4.88M -71,948 -14%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$30.2M -$5.35M -78,751 -16%
AAS
8
Avantax Advisory Services
Texas
$19.3M +$4.89M +71,962 +36%
UBS Group
9
UBS Group
Switzerland
$18.3M -$165K -2,430 -0.9%
ODFS
10
O'Donnell Financial Services
California
$15.7M +$330K +4,868 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.4M -$531K -7,825 -4%
GWM
12
Geneos Wealth Management
Colorado
$13.1M -$8.89M -130,960 -42%
CFD
13
Creative Financial Designs
Indiana
$12.9M +$1.23M +18,184 +11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$12.8M -$1.23M -18,121 -9%
Osaic Holdings
15
Osaic Holdings
Arizona
$12.5M -$893K -13,162 -7%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$11.2M +$333K +4,900 +3%
NA
17
NewEdge Advisors
Louisiana
$10.7M +$4.42M +65,118 +77%
SPIA
18
Steward Partners Investment Advisory
New York
$10.3M +$643K +9,467 +7%
MWM
19
MY Wealth Management
Maryland
$9.36M +$8.9M +131,087 New
LFAS
20
Level Four Advisory Services
Texas
$8.72M +$71.4K +1,052 +0.9%
AWS
21
Atria Wealth Solutions
New York
$7.68M -$1.5M -22,035 -17%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$6.44M +$38.2K +562 +0.6%
Stifel Financial
23
Stifel Financial
Missouri
$5.88M +$408K +6,005 +8%
SI
24
Stephens Inc
Arkansas
$5.7M -$327K -4,824 -6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.64M -$1.04M -15,332 -16%

PTNQ Hedge Fund Activity: Q2 2025 in Review

143 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot 100 ETF (PTNQ) for Q2 2025, worth a combined $753M — down 1.8% from $766M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PTNQ positions and 12 closed out — a net gain of 4 holders — while 39 added to existing stakes and 59 trimmed.

The largest buyer was MY Wealth Management, opening a new position worth an estimated $8.9M. The largest seller was Geneos Wealth Management, cutting an estimated $8.89M.

  • 143 institutional investors held Pacer Trendpilot 100 ETF (PTNQ) as of Q2 2025, up from 141 in Q1 2025.
  • Funds reported $753M of Pacer Trendpilot 100 ETF stock for Q2 2025, down 1.8% quarter-over-quarter.
  • 16 funds opened new Pacer Trendpilot 100 ETF positions in Q2 2025 and 12 closed out, a net change of +4 holders.
  • The largest Pacer Trendpilot 100 ETF buyer in Q2 2025 was MY Wealth Management, an estimated $8.9M added.
  • The largest Pacer Trendpilot 100 ETF seller in Q2 2025 was Geneos Wealth Management, an estimated $8.89M sold.

Based on aggregated 13F filings for Q2 2025.