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Pacer Trendpilot Fund of Funds ETF

23 hedge funds and large institutions have $35.6M invested in Pacer Trendpilot Fund of Funds ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

10% more funds holding

Funds holding: 2123 (+2)

0% more capital invested

Capital invested by funds: $35.6M → $35.6M (+$14.3K)

0.22% less ownership

Funds ownership: 68.53%68.31% (-0.22%)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.3M -$1.66M -54,878 -9%
Bank of America
2
Bank of America
North Carolina
$4.51M +$171K +5,625 +4%
LPL Financial
3
LPL Financial
California
$3.77M -$66.3K -2,186 -2%
FAIM
4
Financial Advocates Investment Management
Washington
$1.69M -$130K -4,301 -7%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.55M +$119K +3,924 +9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.08M -$329K -10,837 -24%
LCM
7
Lunt Capital Management
Utah
$816K -$326K -10,754 -29%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$807K +$775K +25,546 New
RJA
9
Raymond James & Associates
Florida
$627K -$15.8K -520 -3%
CAN
10
Cetera Advisor Networks
California
$573K -$41.2K -1,360 -7%
Ameriprise
11
Ameriprise
Minnesota
$356K -$235K -7,750 -41%
Osaic Holdings
12
Osaic Holdings
Arizona
$347K +$112K +3,692 +51%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$339K
Stifel Financial
14
Stifel Financial
Missouri
$319K -$2.15K -71 -0.7%
MSAM
15
Moloney Securities Asset Management
Missouri
$285K +$7.92K +261 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$285K +$240K +7,897 +696%
CWM
17
Centric Wealth Management
Illinois
$256K -$6.13K -202 -2%
JWCA
18
J.W. Cole Advisors
Florida
$236K +$1.03K +34 +0.5%
SWP
19
Stratos Wealth Partners
Ohio
$213K +$204K +6,739 New
SOS
20
Silver Oak Securities
Tennessee
$90.7K -$774K -25,530 -90%
Morgan Stanley
21
Morgan Stanley
New York
$47.4K -$21.2K -700 -32%
GWM
22
Geneos Wealth Management
Colorado
$38.1K
UBS Group
23
UBS Group
Switzerland
$26.5K +$25.4K +839 New
Citadel Advisors
24
Citadel Advisors
Florida
-$225K -7,584 Closed

TRND Hedge Fund Activity: Q1 2024 in Review

23 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot Fund of Funds ETF (TRND) for Q1 2024, worth a combined $35.6M — up 0.04% from $35.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new TRND positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 12 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $775K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.66M.

  • 23 institutional investors held Pacer Trendpilot Fund of Funds ETF (TRND) as of Q1 2024, up from 21 in Q4 2023.
  • Funds reported $35.6M of Pacer Trendpilot Fund of Funds ETF stock for Q1 2024, up 0.04% quarter-over-quarter.
  • 3 funds opened new Pacer Trendpilot Fund of Funds ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
  • The largest Pacer Trendpilot Fund of Funds ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $775K added.
  • The largest Pacer Trendpilot Fund of Funds ETF seller in Q1 2024 was Commonwealth Equity Services, an estimated $1.66M sold.

Based on aggregated 13F filings for Q1 2024.