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Pacer Trendpilot Fund of Funds ETF

22 hedge funds and large institutions have $16.3M invested in Pacer Trendpilot Fund of Funds ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% more ownership

Funds ownership: 64.18%64.86% (+0.68%)

8% less funds holding

Funds holding: 2422 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

52% less capital invested

Capital invested by funds: $34.3M → $16.3M (-$18M)

62% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 13

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
13
Closed
4
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
$3.46M +$48.7K +1,800 +1%
FAIM
2
Financial Advocates Investment Management
Washington
$2.29M -$847K -31,266 -27%
LPL Financial
3
LPL Financial
California
$1.67M +$525K +19,381 +47%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.36M +$14.3K +527 +1%
AWS
5
Atria Wealth Solutions
New York
$1.1M -$112K -4,129 -9%
SOS
6
Silver Oak Securities
Tennessee
$889K +$877K +32,396 New
GWM
7
Geneos Wealth Management
Colorado
$806K +$10.1K +372 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$740K +$304K +11,231 +71%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$682K -$41.1K -1,518 -6%
RJA
10
Raymond James & Associates
Florida
$531K
CAN
11
Cetera Advisor Networks
California
$458K -$45.9K -1,695 -9%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$439K -$178K -6,571 -29%
Stifel Financial
13
Stifel Financial
Missouri
$353K -$330K -12,187 -49%
Jane Street
14
Jane Street
New York
$334K +$329K +12,164 New
SWP
15
Stratos Wealth Partners
Ohio
$293K -$63.6K -2,350 -18%
CWM
16
Centric Wealth Management
Illinois
$284K -$4.98K -184 -2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$275K -$8.1K -299 -3%
AAS
18
Avantax Advisory Services
Texas
$262K -$233K -8,608 -47%
UBS Group
19
UBS Group
Switzerland
$31.4K -$62.1K -2,294 -67%
Osaic Holdings
20
Osaic Holdings
Arizona
$28K
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$17.5K -$931K -34,387 -5%
IA
22
IFP Advisors
Florida
$5.3K -$80.8K -2,985 -93%
OPS
23
Orion Portfolio Solutions
Nebraska
-$607K -23,266 Closed
BCI
24
Brinker Capital Investments
Pennsylvania
-$578K -22,161 Closed
KFI
25
Key Financial Inc
Pennsylvania
-$159K -6,022 Closed

TRND Hedge Fund Activity: Q1 2023 in Review

22 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot Fund of Funds ETF (TRND) for Q1 2023, worth a combined $16.3M — down 52% from $34.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TRND and 2 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 5 added.

The largest buyer was Silver Oak Securities, opening a new position worth an estimated $877K. The largest seller was Commonwealth Equity Services, cutting an estimated $931K.

  • 22 institutional investors held Pacer Trendpilot Fund of Funds ETF (TRND) as of Q1 2023, down from 24 in Q4 2022.
  • Funds reported $16.3M of Pacer Trendpilot Fund of Funds ETF stock for Q1 2023, down 52% quarter-over-quarter.
  • 2 funds opened new Pacer Trendpilot Fund of Funds ETF positions in Q1 2023 and 4 closed out, a net change of -2 holders.
  • The largest Pacer Trendpilot Fund of Funds ETF buyer in Q1 2023 was Silver Oak Securities, an estimated $877K added.
  • The largest Pacer Trendpilot Fund of Funds ETF seller in Q1 2023 was Commonwealth Equity Services, an estimated $931K sold.

Based on aggregated 13F filings for Q1 2023.