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Pacer Trendpilot Fund of Funds ETF

21 hedge funds and large institutions have $35.6M invested in Pacer Trendpilot Fund of Funds ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.56% more ownership

Funds ownership: 66.97%68.53% (+1.6%)

5% more capital invested

Capital invested by funds: $34M → $35.6M (+$1.55M)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

9% less funds holding

Funds holding: 2321 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.9M -$530K -18,448 -3%
Bank of America
2
Bank of America
North Carolina
$4.07M +$407K +14,189 +12%
LPL Financial
3
LPL Financial
California
$3.61M -$558K -19,425 -14%
FAIM
4
Financial Advocates Investment Management
Washington
$1.71M -$152K -5,281 -8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.34M -$53.1K -1,848 -4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.33M +$1.29M +44,968 New
LCM
7
Lunt Capital Management
Utah
$1.09M +$82.3K +2,865 +8%
SOS
8
Silver Oak Securities
Tennessee
$842K +$583K +20,297 +250%
RJA
9
Raymond James & Associates
Florida
$604K +$10.3K +357 +2%
CAN
10
Cetera Advisor Networks
California
$578K +$51.4K +1,790 +10%
Ameriprise
11
Ameriprise
Minnesota
$564K +$546K +19,013 New
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$319K
Stifel Financial
13
Stifel Financial
Missouri
$302K -$2.44K -85 -0.8%
MSAM
14
Moloney Securities Asset Management
Missouri
$260K +$252K +8,767 New
CWM
15
Centric Wealth Management
Illinois
$257K -$26.6K -926 -10%
Citadel Advisors
16
Citadel Advisors
Florida
$225K +$218K +7,584 New
JWCA
17
J.W. Cole Advisors
Florida
$220K +$6.58K +229 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$217K +$32.8K +1,142 +19%
Morgan Stanley
19
Morgan Stanley
New York
$65.3K +$63.2K +2,200 New
GWM
20
Geneos Wealth Management
Colorado
$35.7K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$34K -$238K -8,299 -88%
AWS
22
Atria Wealth Solutions
New York
-$947K -33,544 Closed
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
-$525K -18,603 Closed
Jane Street
24
Jane Street
New York
-$325K -11,517 Closed
SWP
25
Stratos Wealth Partners
Ohio
-$296K -10,495 Closed

TRND Hedge Fund Activity: Q4 2023 in Review

21 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot Fund of Funds ETF (TRND) for Q4 2023, worth a combined $35.6M — up 4.6% from $34M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TRND and 5 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.29M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $947K sold.

  • 21 institutional investors held Pacer Trendpilot Fund of Funds ETF (TRND) as of Q4 2023, down from 23 in Q3 2023.
  • Funds reported $35.6M of Pacer Trendpilot Fund of Funds ETF stock for Q4 2023, up 4.6% quarter-over-quarter.
  • 5 funds opened new Pacer Trendpilot Fund of Funds ETF positions in Q4 2023 and 7 closed out, a net change of -2 holders.
  • The largest Pacer Trendpilot Fund of Funds ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $1.29M added.
  • The largest Pacer Trendpilot Fund of Funds ETF seller in Q4 2023 was Atria Wealth Solutions, an estimated $947K sold.

Based on aggregated 13F filings for Q4 2023.