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Pacer Trendpilot US Mid Cap ETF
PTMC

41 hedge funds and large institutions have $244M invested in Pacer Trendpilot US Mid Cap ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

14% more funds holding

Funds holding: 36 → 41 (+5)

14% more capital invested

Capital invested by funds: $215M → $244M (+$29M)

2.67% more ownership

Funds ownership: 50.13% → 52.81% (+2.7%)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.38M
2
Morgan Stanley
Morgan Stanley
New York
+$5.56M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.46M
4
Wells Fargo
Wells Fargo
California
+$2.92M
5
UBS Group
UBS Group
Switzerland
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$1.19M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$404K
3
WS
Wedbush Securities
California
-$230K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$132K
5
MIAN
Mariner Independent Advisor Network
Kansas
-$92.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
26
Capital Wealth Planning
Florida
$241K +$245K +7,813 New
BTS
27
BB&T Securities
Virginia
$228K -$6.75K -215 -3%
CA
28
Cetera Advisors
Colorado
$225K +$18.9K +603 +9%
NA
29
NewEdge Advisors
Louisiana
$210K +$220K +7,008 New
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$65K – – –
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45K +$37.6K +1,199 +483%
SWP
32
Stratos Wealth Partners
Ohio
$41K – – –
WP
33
WealthShield Partners
North Carolina
$38K +$39.1K +1,246 New
Citigroup
34
Citigroup
New York
$31K +$31.4K +1,000 New
IA
35
IFP Advisors
Florida
$11K – – –
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$6.28K +200 +200%
WEC
37
Winslow Evans & Crocker
Massachusetts
$8.98K – – –
SEI Investments
38
SEI Investments
Pennsylvania
$8K +$377 +12 +5%
CFD
39
Creative Financial Designs
Indiana
$6K +$6.09K +194 New
MOS
40
MGO One Seven
Ohio
$2K +$1.85K +59 New
VF
41
Virtu Financial
New York
– -$1.19M -38,097 Closed
WS
42
Wedbush Securities
California
– -$230K -7,408 Closed
ADL
43
Asset Dedication LLC
California
– +$251 +8 New
1
2

PTMC Hedge Fund Activity: Q1 2018 in Review

41 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2018, worth a combined $244M — up 14% from $215M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PTMC positions and 2 closed out — a net gain of 6 holders — while 22 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $6.38M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.19M sold.

  • 41 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2018, up from 36 in Q4 2017.
  • Funds reported $244M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2018, up 14% quarter-over-quarter.
  • 8 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2018 and 2 closed out, a net change of +6 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2018 was Bank of America, an estimated $6.38M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2018 was Virtu Financial, an estimated $1.19M sold.

Based on aggregated 13F filings for Q1 2018.