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SZNE

Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF

Delisted

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, 5 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.88% less ownership

Funds ownership: 48.08%47.2% (-0.88%)

11% less capital invested

Capital invested by funds: $24.1M → $21.4M (-$2.73M)

20% less funds holding

Funds holding: 2520 (-5)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
20
Holders Change
-5
Holders Change %
-20%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
11
Closed
6
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
$5.02M -$3.52M -106,196 -43%
Bank of America
2
Bank of America
North Carolina
$3.88M -$425K -12,819 -11%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.97M -$398K -12,011 -13%
LPL Financial
4
LPL Financial
California
$2.5M -$89.7K -2,706 -4%
FEG
5
Financial Enhancement Group
Indiana
$1.81M +$243K +7,332 +17%
LNC
6
Lincoln National Corp
Pennsylvania
$1.07M +$109K +3,280 +13%
Goldman Sachs
7
Goldman Sachs
New York
$598K -$218K -6,565 -29%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$575K +$48.6K +1,465 +10%
EG
9
Ellerson Group
Maryland
$534K
Osaic Holdings
10
Osaic Holdings
Arizona
$441K -$106K -3,195 -21%
RJA
11
Raymond James & Associates
Florida
$400K -$69.1K -2,082 -16%
WWM
12
Western Wealth Management
Colorado
$287K -$71K -2,141 -21%
Stifel Financial
13
Stifel Financial
Missouri
$285K -$16.6K -500 -6%
CAN
14
Cetera Advisor Networks
California
$279K
KAS
15
Kestra Advisory Services
Texas
$247K +$1.26K +38 +0.6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$223K -$143K -4,315 -41%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$221K +$202K +6,086 New
Morgan Stanley
18
Morgan Stanley
New York
$29.7K +$13.6K +409 +100%
HGERS
19
Householder Group Estate & Retirement Specialist
Arizona
$18K -$4.97K -150 -23%
GWM
20
Geneos Wealth Management
Colorado
$3.24K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
-$242K -7,462 Closed
AWM
22
Affinity Wealth Management
Delaware
-$218K -6,717 Closed
BFEC
23
Benjamin F. Edwards & Company
Missouri
-$191K -5,902 Closed
RIA
24
Realta Investment Advisors
Delaware
-$33.9K -950 Closed
IA
25
IFP Advisors
Florida
-$3.24K -100 Closed