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Pacer Trendpilot Fund of Funds ETF

21 hedge funds and large institutions have $48.6M invested in Pacer Trendpilot Fund of Funds ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

13% more capital invested

Capital invested by funds: $43.1M → $48.6M (+$5.57M)

11% more funds holding

Funds holding: 1921 (+2)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.36% less ownership

Funds ownership: 70.8%70.44% (-0.36%)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$23.1M +$2.71M +87,177 +13%
Bank of America
2
Bank of America
North Carolina
$5.78M -$172K -5,539 -3%
LPL Financial
3
LPL Financial
California
$5.18M +$2.34M +75,126 +84%
FAIM
4
Financial Advocates Investment Management
Washington
$3.32M +$534K +17,155 +19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.64M +$1.06M +33,964 +186%
AAS
6
Avantax Advisory Services
Texas
$1.17M +$204K +6,553 +21%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.03M +$49.3K +1,585 +5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.03M -$146K -4,684 -13%
GWM
9
Geneos Wealth Management
Colorado
$998K -$134K -4,309 -12%
Stifel Financial
10
Stifel Financial
Missouri
$929K -$113K -3,622 -11%
OPS
11
Orion Portfolio Solutions
Nebraska
$706K +$699K +22,482 New
BCI
12
Brinker Capital Investments
Pennsylvania
$695K
CAN
13
Cetera Advisor Networks
California
$646K -$24.5K -788 -4%
CWM
14
Centric Wealth Management
Illinois
$512K +$194K +6,230 +62%
SWP
15
Stratos Wealth Partners
Ohio
$413K -$8.06K -259 -2%
IFG
16
Independent Financial Group
California
$386K +$383K +12,315 New
RJA
17
Raymond James & Associates
Florida
$312K
JCM
18
J2 Capital Management
Michigan
$304K +$301K +9,681 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$303K +$300K +9,654 New
Osaic Holdings
20
Osaic Holdings
Arizona
$129K -$229K -7,363 -64%
IA
21
IFP Advisors
Florida
$7K
JWCA
22
J.W. Cole Advisors
Florida
-$4.01M -121,511 Closed
HI
23
Harbour Investments
Wisconsin
-$8K -250 Closed

TRND Hedge Fund Activity: Q4 2021 in Review

21 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot Fund of Funds ETF (TRND) for Q4 2021, worth a combined $48.6M — up 13% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TRND positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.71M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $4.01M sold.

  • 21 institutional investors held Pacer Trendpilot Fund of Funds ETF (TRND) as of Q4 2021, up from 19 in Q3 2021.
  • Funds reported $48.6M of Pacer Trendpilot Fund of Funds ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 4 funds opened new Pacer Trendpilot Fund of Funds ETF positions in Q4 2021 and 2 closed out, a net change of +2 holders.
  • The largest Pacer Trendpilot Fund of Funds ETF buyer in Q4 2021 was Commonwealth Equity Services, an estimated $2.71M added.
  • The largest Pacer Trendpilot Fund of Funds ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $4.01M sold.

Based on aggregated 13F filings for Q4 2021.