Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
SZNE was delisted on the 14th of May, 2026.
25 hedge funds and large institutions have $24.1M invested in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
4% more funds holding
Funds holding: 24 → 25 (+1)
0.2% more ownership
Funds ownership: 47.88% → 48.08% (+0.2%)
22% less capital invested
Capital invested by funds: $30.7M → $24.1M (-$6.61M)
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.26M |
| 2 |
Goldman Sachs
New York
|
+$228K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$215K |
| 4 |
EG
Ellerson Group
Annapolis,
Maryland
|
+$69.2K |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$1.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.56M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.39M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$529K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$73.4K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$71.8K |
SZNE Hedge Fund Activity: Q3 2023 in Review
25 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) for Q3 2023, worth a combined $24.1M — down 22% from $30.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SZNE positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 14 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $3.26M. The largest seller was LPL Financial, cutting an estimated $3.56M.
- 25 institutional investors held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) as of Q3 2023, up from 24 in Q2 2023.
- Funds reported $24.1M of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF stock for Q3 2023, down 22% quarter-over-quarter.
- 2 funds opened new Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $3.26M added.
- The largest Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF seller in Q3 2023 was LPL Financial, an estimated $3.56M sold.
Based on aggregated 13F filings for Q3 2023.