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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 $19.8M invested in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more capital invested

Capital invested by funds: $18.7M → $19.8M (+$1.11M)

5.78% more ownership

Funds ownership: 50.93%56.71% (+5.8%)

5% more funds holding

Funds holding: 1920 (+1)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
7
Closed
3
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
$4.8M +$306K +8,043 +7%
Bank of America
2
Bank of America
North Carolina
$4.18M +$127K +3,344 +3%
LPL Financial
3
LPL Financial
California
$3.74M +$1.27M +33,470 +54%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.39M +$88.7K +2,330 +4%
FEG
5
Financial Enhancement Group
Indiana
$1.51M +$403K +10,589 +33%
Goldman Sachs
6
Goldman Sachs
New York
$660K
RJFSA
7
Raymond James Financial Services Advisors
Florida
$416K -$86.6K -2,275 -18%
Osaic Holdings
8
Osaic Holdings
Arizona
$388K -$915K -24,035 -71%
PWS
9
Proactive Wealth Strategies
Georgia
$339K +$330K +8,672 New
RJA
10
Raymond James & Associates
Florida
$330K -$73.6K -1,933 -19%
WWM
11
Western Wealth Management
Colorado
$274K
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$273K -$2.1K -55 -0.8%
KAS
13
Kestra Advisory Services
Texas
$231K -$34.5K -907 -13%
LSIA
14
LaSalle St. Investment Advisors
Illinois
$163K +$159K +4,183 New
Bessemer Group
15
Bessemer Group
New Jersey
$32K +$30.8K +810 New
JP Morgan Chase
16
JP Morgan Chase
New York
$19.5K +$19K +500 New
HGERS
17
Householder Group Estate & Retirement Specialist
Arizona
$19K
GWM
18
Geneos Wealth Management
Colorado
$18.2K +$14.3K +376 +422%
Morgan Stanley
19
Morgan Stanley
New York
$16K -$38 -1 -0.2%
UBS Group
20
UBS Group
Switzerland
$547 -$1.33K -35 -71%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$1.05M -28,781 Closed
Stifel Financial
22
Stifel Financial
Missouri
-$283K -7,730 Closed
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
-$200K -5,461 Closed