Pacer Trendpilot US Mid Cap ETF
PTMC
36 hedge funds and large institutions have $215M invested in Pacer Trendpilot US Mid Cap ETF in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
38% more funds holding
Funds holding: 26 → 36 (+10)
15% more capital invested
Capital invested by funds: $186M → $215M (+$28.7M)
1.99% less ownership
Funds ownership: 52.13% → 50.13% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.86M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.71M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$2.59M |
| 5 |
Morgan Stanley
New York
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.14M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.46M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.28M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$464K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$10.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
26
Wedbush Securities
Los Angeles,
California
| $230K | +$16.3K | +535 | +8% |
|
27
Stifel Financial
St. Louis,
Missouri
| $219K | +$216K | +7,074 | New |
|
|
CA
28
Cetera Advisors
Denver,
Colorado
| $206K | -$9.14K | -300 | -4% |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| $65K | – | – | – |
|
|
BTIS
30
BB&T Investment Services
Charlotte,
North Carolina
| $54K | – | – | – |
|
|
SWP
31
Stratos Wealth Partners
Beachwood,
Ohio
| $41K | +$40.2K | +1,318 | New |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $11K | -$10.7K | -350 | -50% |
|
|
WEC
33
Winslow Evans & Crocker
Boston,
Massachusetts
| $9.05K | +$8.9K | +292 | New |
|
34
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $8K | +$7.55K | +248 | New |
|
35
SEI Investments
Oaks,
Pennsylvania
| $7K | +$7.25K | +238 | New |
|
|
PFGIA
36
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $3K | +$3.05K | +100 | New |
|
37
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9K | -319 | Closed |
|
PTMC Hedge Fund Activity: Q4 2017 in Review
36 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2017, worth a combined $215M — up 15% from $186M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PTMC positions and 1 closed out — a net gain of 10 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.04M. The largest seller was Private Advisor Group, cutting an estimated $3.14M.
- 36 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2017, up from 26 in Q3 2017.
- Funds reported $215M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2017, up 15% quarter-over-quarter.
- 11 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2017 and 1 closed out, a net change of +10 holders.
- The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2017 was Wells Fargo, an estimated $5.04M added.
- The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2017 was Private Advisor Group, an estimated $3.14M sold.
Based on aggregated 13F filings for Q4 2017.