Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
SZNE was delisted on the 14th of May, 2026.
20 hedge funds and large institutions have $21.4M invested in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 6 closing their positions.
0.91% less ownership
Funds ownership: 48.08% → 47.16% (-0.91%)
11% less capital invested
Capital invested by funds: $24.1M → $21.4M (-$2.74M)
20% less funds holding
Funds holding: 25 → 20 (-5)
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$243K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$202K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$109K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$48.6K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.52M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$425K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$398K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$242K |
| 5 |
Goldman Sachs
New York
|
-$218K |
SZNE Hedge Fund Activity: Q4 2023 in Review
20 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) for Q4 2023, worth a combined $21.4M — down 11% from $24.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SZNE and 1 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 4 added.
The largest buyer was Financial Enhancement Group, adding an estimated $243K. The largest seller was Royal Bank of Canada, cutting an estimated $3.52M.
- 20 institutional investors held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) as of Q4 2023, down from 25 in Q3 2023.
- Funds reported $21.4M of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF stock for Q4 2023, down 11% quarter-over-quarter.
- 1 fund opened new Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF positions in Q4 2023 and 6 closed out, a net change of -5 holders.
- The largest Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF buyer in Q4 2023 was Financial Enhancement Group, an estimated $243K added.
- The largest Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $3.52M sold.
Based on aggregated 13F filings for Q4 2023.