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SZNE

Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% more funds holding

Funds holding: 2425 (+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

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.91M -$3.39M -97,608 -29%
Bank of America
2
Bank of America
North Carolina
$3.87M -$15.8K -453 -0.4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.03M +$3.26M +93,614 New
LPL Financial
4
LPL Financial
California
$2.31M -$3.56M -102,490 -59%
FEG
5
Financial Enhancement Group
Indiana
$1.4M +$1.04K +30 +0.1%
LNC
6
Lincoln National Corp
Pennsylvania
$843K +$215K +6,196 +31%
Goldman Sachs
7
Goldman Sachs
New York
$745K +$228K +6,545 +40%
Osaic Holdings
8
Osaic Holdings
Arizona
$496K -$73.4K -2,109 -12%
EG
9
Ellerson Group
Maryland
$476K +$69.2K +1,990 +16%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$465K -$42K -1,207 -8%
RJA
11
Raymond James & Associates
Florida
$424K +$278 +8 +0.1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$338K -$529K -15,212 -59%
WWM
13
Western Wealth Management
Colorado
$325K -$41.7K -1,200 -11%
Stifel Financial
14
Stifel Financial
Missouri
$270K
CAN
15
Cetera Advisor Networks
California
$249K -$71.8K -2,064 -21%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$242K -$12.8K -369 -5%
KAS
17
Kestra Advisory Services
Texas
$218K -$1.18K -34 -0.5%
AWM
18
Affinity Wealth Management
Delaware
$218K +$104 +3 +0%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$191K -$313 -9 -0.2%
RIA
20
Realta Investment Advisors
Delaware
$33.9K
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
$21.4K +$23K +660 New
Morgan Stanley
22
Morgan Stanley
New York
$13.3K -$2.05K -59 -13%
IA
23
IFP Advisors
Florida
$3.24K -$13.9K -400 -80%
GWM
24
Geneos Wealth Management
Colorado
$2.88K
UBS Group
25
UBS Group
Switzerland
$356 -$52.1K -1,499 -99%