S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead

Pacer Trendpilot 100 ETF (PTNQ) Institutional Ownership

$67.68
-0.64 (-0.94%)
(As of 04/15/2024 ET)

Institutional Ownership Changes (13F Filings) for Pacer Trendpilot 100 ETF (NASDAQ:PTNQ)

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$158.86M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$71.75M
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PTNQ Institutional Buying and Selling by Quarter

Pacer Trendpilot 100 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2024Sovereign Financial Group Inc.8,839$607K0.2%+83.7%0.051%
4/15/2024Brookstone Capital Management7,961$547K0.0%+23.9%0.045%
4/12/2024 Southland Equity Partners LLC13,358$917K0.3%-2.1%0.077%
4/11/2024 International Assets Investment Management LLC3,792$261K0.0%-97.5%0.022%
4/11/2024 &PARTNERS13,818$949K0.1%N/A0.079%
4/10/2024 EWG Elevate Inc.4,936$339K0.1%N/A0.028%
3/15/2024B. Riley Wealth Advisors Inc.11,624$771K0.0%-45.9%0.068%
3/13/2024MONECO Advisors LLC35,814$2.34M0.4%+4.5%0.209%
2/28/2024EP Wealth Advisors LLC1,550$101K0.0%N/A0.009%
2/16/2024Harbour Investments Inc.14,603$954K0.0%+51.7%0.085%
2/15/2024Vienna Asset Management LLC22,080$1.43M1.3%N/A0.129%
2/15/2024Citadel Advisors LLC29,695$1.94M0.0%-21.6%0.173%
2/15/2024Comerica Bank13,166$860K0.0%+124.9%0.077%
2/14/2024Royal Bank of Canada298,854$19.52M0.0%+25.1%1.743%
2/14/2024Kestra Advisory Services LLC30,467$1.99M0.0%+151.5%0.178%
2/14/2024XML Financial LLC12,049$787K0.1%-18.7%0.070%
2/13/2024Envestnet Asset Management Inc.60,908$3.98M0.0%+10.0%0.355%
2/13/2024Stephens Inc. AR91,573$5.98M0.1%+1.2%0.534%
2/13/2024Cetera Advisor Networks LLC41,001$2.68M0.0%+10.9%0.239%
2/13/2024Oppenheimer & Co. Inc.15,296$999K0.0%-10.3%0.089%
2/12/2024Stifel Financial Corp346,801$22.66M0.0%+1.6%2.022%
2/12/2024Steward Partners Investment Advisory LLC75,171$4.91M0.1%+19.5%0.438%
2/9/2024Orion Portfolio Solutions LLC3,197$208K0.0%-28.8%0.019%
2/9/2024Cambridge Investment Research Advisors Inc.303,260$19.81M0.1%-6.7%1.768%
2/9/2024EverSource Wealth Advisors LLC1,640$107K0.0%N/A0.010%
2/9/2024UBS Group AG275,120$17.97M0.0%-4.6%1.604%
2/8/2024Level Four Advisory Services LLC102,211$6.68M0.4%-4.3%0.596%
2/8/2024Financial Advocates Investment Management57,276$3.74M0.2%+9.0%0.334%
2/8/2024New Century Financial Group LLC6,732$440K0.4%N/A0.039%
2/8/2024First Heartland Consultants Inc.4,037$264K0.0%-11.1%0.024%
2/8/2024Janney Montgomery Scott LLC15,154$990K0.0%+24.0%0.088%
2/7/2024Avantax Advisory Services Inc.116,700$7.62M0.1%+629.7%0.680%
2/7/2024One Capital Management LLC30,108$1.97M0.1%N/A0.176%
2/7/2024Calton & Associates Inc.42,319$2.77M1.1%+384.6%0.247%
2/7/2024American Planning Services Inc.4,862$318K0.2%-58.9%0.028%
2/6/2024Sovereign Financial Group Inc.4,811$314K0.1%N/A0.028%
2/6/2024Lincoln National Corp15,065$984K0.0%+12.0%0.088%
2/6/2024Private Advisor Group LLC46,697$3.05M0.0%+0.9%0.272%
2/6/2024Axxcess Wealth Management LLC12,616$824K0.0%+2.5%0.074%
2/6/2024Benjamin F. Edwards & Company Inc.4,099$268K0.0%-29.5%0.024%
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2/5/2024Oder Investment Management LLC10,880$711K0.7%-2.2%0.063%
2/5/2024MONECO Advisors LLC35,814$2.34M0.4%+4.5%0.209%
2/5/2024Stegent Equity Advisors Inc.14,725$962K1.1%N/A0.086%
2/5/2024Kestra Private Wealth Services LLC25,097$1.64M0.0%+63.5%0.146%
2/5/2024Silver Oak Securities Incorporated3,138$205K0.0%N/A0.018%
2/2/2024ODonnell Financial Services LLC178,897$11.69M5.9%N/A1.043%
2/2/2024Truist Financial Corp95,074$6.21M0.0%-0.6%0.554%
2/2/2024Atria Wealth Solutions Inc.83,014$5.48M0.1%+1.2%0.484%
2/2/2024Magnolia Capital Advisors LLC25,941$1.73M1.3%-3.1%0.151%
2/1/2024Gimbal Financial24,096$1.57M1.6%N/A0.141%
2/1/2024Sigma Planning Corp5,951$389K0.0%-56.2%0.035%
2/1/2024 CWM LLC31,616$2.07M0.0%-1.7%0.185%
1/31/2024J.W. Cole Advisors Inc.8,499$555K0.0%+2.4%0.050%
1/31/2024Western Wealth Management LLC41,877$2.74M0.2%-0.5%0.246%
1/29/2024Clarus Group Inc.76,801$5.02M3.8%+4.4%0.450%
1/26/2024Geneos Wealth Management Inc.98,175$6.41M0.3%+0.6%0.579%
1/25/2024 International Assets Investment Management LLC150,726$9.85M0.0%N/A0.889%
1/24/2024Legacy Trust6,683$437K0.1%+45.8%0.039%
1/24/2024Arkadios Wealth Advisors14,724$962K0.1%-1.1%0.087%
1/24/2024 International Assets Investment Management LLC150,726$9.85M0.0%N/A0.889%
1/24/2024Tempus Wealth Planning LLC6,126$400K0.2%+9.9%0.036%
1/24/2024Private Trust Co. NA7,048$460K0.1%+222.0%0.042%
1/24/2024Clear Creek Financial Management LLC21,082$1.38M0.2%-25.2%0.124%
1/22/2024Financial Management Network Inc.8,890$572K0.2%N/A0.052%
1/22/2024Zimmermann Investment Management & Planning LLC90,204$5.89M2.4%+39.4%0.532%
1/19/2024PFG Advisors28,722$1.88M0.2%+61.2%0.169%
1/16/2024Pacer Advisors Inc.159,072$10.39M0.0%-5.4%0.938%
1/16/2024Raymond James Financial Services Advisors Inc.469,257$30.66M0.0%-12.8%2.768%
1/16/2024Raymond James & Associates289,208$18.89M0.0%-2.2%1.706%
1/12/2024GPS Wealth Strategies Group LLC7,874$514K0.1%-5.6%0.046%
1/12/2024Burns Matteson Capital Management LLC3,360$220K0.1%N/A0.020%
1/12/2024Advisor Resource Council12,934$845K0.1%-22.8%0.076%
1/11/2024Brookstone Capital Management6,423$420K0.0%+50.1%0.038%
1/10/2024Creative Financial Designs Inc. ADV64,669$4.23M0.4%-13.9%0.380%
1/9/2024Capital Asset Advisory Services LLC12,616$824K0.1%+2.5%0.074%
1/9/2024 Southland Equity Partners LLC13,651$892K0.3%-2.1%0.080%
12/1/2023B. Riley Wealth Advisors Inc.21,480$1.32M0.0%+0.7%0.136%
11/21/2023Comerica Bank5,853$360K0.0%N/A0.037%
11/16/2023Harbour Investments Inc.9,626$591K0.0%+3.7%0.061%
11/16/2023Morgan Stanley1,114,104$68.45M0.0%+22.4%7.074%
11/15/2023Royal Bank of Canada238,862$14.68M0.0%+1.7%1.517%
11/15/2023Elevatus Welath Management11,611$713K0.6%N/A0.074%
11/15/2023Axxcess Wealth Management LLC12,305$756K0.0%N/A0.078%
11/13/2023Stifel Financial Corp341,478$20.98M0.0%+1.5%2.168%
11/13/2023LPL Financial LLC956,585$58.77M0.0%+10.5%6.074%
11/13/2023Envestnet Asset Management Inc.55,384$3.40M0.0%-3.8%0.352%
11/13/2023Kestra Advisory Services LLC12,113$744K0.0%+2.1%0.077%
11/9/2023First Heartland Consultants Inc.4,541$279K0.0%+18.9%0.029%
11/9/2023UBS Group AG288,259$17.71M0.0%-2.1%1.830%
11/8/2023HighTower Advisors LLC3,969$245K0.0%+19.4%0.025%
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11/8/2023Janney Montgomery Scott LLC12,218$751K0.0%+26.9%0.078%
11/8/2023Atria Wealth Solutions Inc.82,031$5.04M0.1%+10.9%0.521%
11/8/2023Western Wealth Management LLC42,084$2.59M0.2%+32.4%0.267%
11/8/2023Avantax Advisory Services Inc.15,993$983K0.0%+30.0%0.102%
11/8/2023Oppenheimer & Co. Inc.17,060$1.05M0.0%-2.5%0.108%
11/8/2023Kestra Private Wealth Services LLC15,348$943K0.0%-45.2%0.097%
11/8/2023Strategic Financial Concepts LLC3,828$235K0.1%+17.8%0.024%
11/7/2023American Planning Services Inc.11,816$726K0.5%-92.6%0.075%
11/6/2023Sigma Planning Corp13,573$834K0.0%-3.2%0.086%
11/6/2023XML Financial LLC14,812$910K0.1%+1.9%0.094%
(Data available from 1/1/2016 forward)

PTNQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTNQ shares?

During the previous two years, 113 institutional investors and hedge funds held shares of Pacer Trendpilot 100 ETF. The most heavily invested institutionals were Morgan Stanley ($68.45M), LPL Financial LLC ($58.77M), Bank of America Corp DE ($54.62M), Wells Fargo & Company MN ($38.49M), Raymond James Financial Services Advisors Inc. ($30.66M), Stifel Financial Corp ($22.66M), and Osaic Holdings Inc. ($22.43M).Learn more on PTNQ's institutional investors.

Which institutional investors have been buying Pacer Trendpilot 100 ETF stock?

Of the 98 institutional investors that purchased Pacer Trendpilot 100 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($301.45K), Morgan Stanley ($273.60K), LPL Financial LLC ($256.85K), Stifel Financial Corp ($254.87K), ODonnell Financial Services LLC ($178.90K), Osaic Holdings Inc. ($153.81K), and Janney Montgomery Scott LLC ($114.86K).

How much institutional buying is happening at Pacer Trendpilot 100 ETF?

Institutional investors have bought a total of 3,226,791 shares in the last 24 months. This purchase volume represents approximately $191.10M in transactions.

Which Pacer Trendpilot 100 ETF major shareholders have been selling company stock?

Of the 57 institutional investors that sold Pacer Trendpilot 100 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Truist Financial Corp ($226.13K), American Planning Services Inc. ($155.63K), International Assets Investment Management LLC ($146.93K), Raymond James Financial Services Advisors Inc. ($145.41K), Janney Montgomery Scott LLC ($115.64K), Bank of America Corp DE ($107.48K), and Cetera Advisor Networks LLC ($93.64K).

How much institutional selling is happening at Pacer Trendpilot 100 ETF?

Institutional investors have sold a total of 1,575,623 shares in the last 24 months. This volume of shares sold represents approximately $91.86M in transactions.


This page (NASDAQ:PTNQ) was last updated on 4/16/2024 by MarketBeat.com Staff

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