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Pacer Trendpilot Fund of Funds ETF

24 hedge funds and large institutions have $34.6M invested in Pacer Trendpilot Fund of Funds ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more capital invested

Capital invested by funds: $16.3M → $34.6M (+$18.3M)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

9% more funds holding

Funds holding: 2224 (+2)

3.14% more ownership

Funds ownership: 64.86%68.01% (+3.1%)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
12
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
$18.5M -$93.8K -3,351 -0.5%
Bank of America
2
Bank of America
North Carolina
$3.38M -$276K -9,854 -8%
FAIM
3
Financial Advocates Investment Management
Washington
$2.06M -$356K -12,733 -15%
LPL Financial
4
LPL Financial
California
$1.4M -$357K -12,746 -21%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.35M -$80.6K -2,881 -6%
AWS
6
Atria Wealth Solutions
New York
$1.16M -$10.4K -370 -0.9%
LCM
7
Lunt Capital Management
Utah
$990K +$952K +34,031 New
SOS
8
Silver Oak Securities
Tennessee
$949K +$6.49K +232 +0.7%
Citadel Advisors
9
Citadel Advisors
Florida
$879K +$845K +30,210 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$771K +$46.1K +1,648 +7%
RJA
11
Raymond James & Associates
Florida
$562K
CAN
12
Cetera Advisor Networks
California
$486K
Jane Street
13
Jane Street
New York
$448K +$90.4K +3,232 +27%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$434K -$30.2K -1,079 -7%
SWP
15
Stratos Wealth Partners
Ohio
$320K +$8.39K +300 +3%
Stifel Financial
16
Stifel Financial
Missouri
$304K -$66.9K -2,392 -19%
CWM
17
Centric Wealth Management
Illinois
$284K -$13.4K -478 -5%
JWCA
18
J.W. Cole Advisors
Florida
$209K +$201K +7,195 New
Osaic Holdings
19
Osaic Holdings
Arizona
$69K +$37.9K +1,354 +133%
GWM
20
Geneos Wealth Management
Colorado
$35.1K -$788K -28,160 -96%
IPW
21
Impact Partnership Wealth
Georgia
$16.2K +$15.6K +557 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$12K -$744K -26,583 -99%
UBS Group
23
UBS Group
Switzerland
$7.97K -$24.3K -870 -76%
IA
24
IFP Advisors
Florida
$6.11K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
-$275K -10,013 Closed

TRND Hedge Fund Activity: Q2 2023 in Review

24 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot Fund of Funds ETF (TRND) for Q2 2023, worth a combined $34.6M — up 112% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TRND positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 12 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $845K. The largest seller was Geneos Wealth Management, cutting an estimated $788K.

  • 24 institutional investors held Pacer Trendpilot Fund of Funds ETF (TRND) as of Q2 2023, up from 22 in Q1 2023.
  • Funds reported $34.6M of Pacer Trendpilot Fund of Funds ETF stock for Q2 2023, up 112% quarter-over-quarter.
  • 4 funds opened new Pacer Trendpilot Fund of Funds ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
  • The largest Pacer Trendpilot Fund of Funds ETF buyer in Q2 2023 was Citadel Advisors, an estimated $845K added.
  • The largest Pacer Trendpilot Fund of Funds ETF seller in Q2 2023 was Geneos Wealth Management, an estimated $788K sold.

Based on aggregated 13F filings for Q2 2023.