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Pacer Trendpilot Fund of Funds ETF

21 hedge funds and large institutions have $33.2M invested in Pacer Trendpilot Fund of Funds ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $31.8M → $33.2M (+$1.42M)

0.43% less ownership

Funds ownership: 64.35%63.92% (-0.43%)

5% less funds holding

Funds holding: 2221 (-1)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.7M -$42.9K -1,320 -0.2%
Bank of America
2
Bank of America
North Carolina
$5.43M -$358 -11 -0%
LPL Financial
3
LPL Financial
California
$1.75M +$401K +12,334 +31%
FAIM
4
Financial Advocates Investment Management
Washington
$1.63M -$200K -6,159 -11%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.51M +$13.8K +425 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$902K +$35.1K +1,080 +4%
RJA
7
Raymond James & Associates
Florida
$644K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$544K -$307K -9,442 -37%
Osaic Holdings
9
Osaic Holdings
Arizona
$393K -$4.68K -144 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$381K +$11.6K +357 +3%
WWM
11
Western Wealth Management
Colorado
$361K +$349K +10,749 New
Stifel Financial
12
Stifel Financial
Missouri
$321K
MSAM
13
Moloney Securities Asset Management
Missouri
$303K
CWM
14
Centric Wealth Management
Illinois
$283K
JWCA
15
J.W. Cole Advisors
Florida
$261K
SOS
16
Silver Oak Securities
Tennessee
$245K +$233K +7,161 +4,650%
LCM
17
Lunt Capital Management
Utah
$241K -$488K -15,000 -68%
SWP
18
Stratos Wealth Partners
Ohio
$241K +$233K +7,166 New
Morgan Stanley
19
Morgan Stanley
New York
$50.3K
GWM
20
Geneos Wealth Management
Colorado
$37.1K
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
-$343K -10,742 Closed
UBS Group
22
UBS Group
Switzerland
-$87.4K -2,740 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
-$9.92K -305 -96%
Wells Fargo
24
Wells Fargo
California
-$4.31K -135 Closed

TRND Hedge Fund Activity: Q3 2024 in Review

21 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot Fund of Funds ETF (TRND) for Q3 2024, worth a combined $33.2M — up 4.5% from $31.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of TRND and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.

The largest buyer was LPL Financial, adding an estimated $401K. The largest seller was Lunt Capital Management, cutting an estimated $488K.

  • 21 institutional investors held Pacer Trendpilot Fund of Funds ETF (TRND) as of Q3 2024, down from 22 in Q2 2024.
  • Funds reported $33.2M of Pacer Trendpilot Fund of Funds ETF stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 2 funds opened new Pacer Trendpilot Fund of Funds ETF positions in Q3 2024 and 3 closed out, a net change of -1 holder.
  • The largest Pacer Trendpilot Fund of Funds ETF buyer in Q3 2024 was LPL Financial, an estimated $401K added.
  • The largest Pacer Trendpilot Fund of Funds ETF seller in Q3 2024 was Lunt Capital Management, an estimated $488K sold.

Based on aggregated 13F filings for Q3 2024.