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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 $19.6M invested in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

2.63% more ownership

Funds ownership: 56.71%59.34% (+2.6%)

0% more funds holding

Funds holding: 2020 (0)

1% less capital invested

Capital invested by funds: $19.8M → $19.6M (-$219K)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.89M -$40.5K -1,060 -1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.47M -$1.08M -28,160 -23%
LPL Financial
3
LPL Financial
California
$3.16M -$367K -9,623 -10%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.18M -$71.9K -1,883 -3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.24M +$1.29M +33,797 New
CIM
6
Cambria Investment Management
California
$875K +$911K +23,859 New
EF
7
Empowered Funds
Pennsylvania
$875K +$911K +23,859 New
Jane Street
8
Jane Street
New York
$701K +$729K +19,098 New
Goldman Sachs
9
Goldman Sachs
New York
$619K
Raymond James Financial
10
Raymond James Financial
Florida
$601K +$626K +16,396 New
PWS
11
Proactive Wealth Strategies
Georgia
$430K +$116K +3,050 +35%
Osaic Holdings
12
Osaic Holdings
Arizona
$385K +$22.4K +588 +6%
FEG
13
Financial Enhancement Group
Indiana
$307K -$1.3M -34,021 -80%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$240K -$16.6K -434 -6%
KAS
15
Kestra Advisory Services
Texas
$221K +$4.24K +111 +2%
WWM
16
Western Wealth Management
Colorado
$202K -$57.3K -1,500 -21%
UBS Group
17
UBS Group
Switzerland
$154K +$160K +4,192 +29,943%
HGERS
18
Householder Group Estate & Retirement Specialist
Arizona
$18K
GWM
19
Geneos Wealth Management
Colorado
$17.1K
Morgan Stanley
20
Morgan Stanley
New York
$15.3K +$267 +7 +2%
LSIA
21
LaSalle St. Investment Advisors
Illinois
-$163K -4,183 Closed
Bessemer Group
22
Bessemer Group
New Jersey
-$32K -810 Closed
JP Morgan Chase
23
JP Morgan Chase
New York
-$19.5K -500 Closed