We are live on ! Find out more
PTMC icon

Pacer Trendpilot US Mid Cap ETF
PTMC

53 hedge funds and large institutions have $372M invested in Pacer Trendpilot US Mid Cap ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

15% more funds holding

Funds holding: 46 → 53 (+7)

13% more capital invested

Capital invested by funds: $329M → $372M (+$42.4M)

7.93% less ownership

Funds ownership: 66.07% → 58.14% (-7.9%)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
22
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11.1M
2
Wells Fargo
Wells Fargo
California
+$11M
3
Morgan Stanley
Morgan Stanley
New York
+$10.7M
4
UBS Group
UBS Group
Switzerland
+$7.02M
5
RJA
Raymond James & Associates
Florida
+$4.12M

Top Sellers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
-$8.75M
2
PAG
Private Advisor Group
New Jersey
-$3.16M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$985K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$574K
5
FF
Fluent Financial
Texas
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$1M +$384K +12,270 +61%
Jane Street
27
Jane Street
New York
$966K +$191K +6,109 +24%
GLA
28
Good Life Advisors
Pennsylvania
$826K +$206K +6,589 +33%
OC
29
Oppenheimer & Co
New York
$609K +$173K +5,521 +39%
CA
30
Cetera Advisors
Colorado
$473K +$168K +5,381 +53%
SPIA
31
Steward Partners Investment Advisory
New York
$438K -$8.75M -280,014 -95%
VWA
32
V Wealth Advisors
Kansas
$419K – – –
RJT
33
Raymond James Trust
Florida
$381K -$44.1K -1,410 -10%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$375K – – –
IWM
35
IHT Wealth Management
Illinois
$347K +$352K +11,254 New
BCI
36
Brinker Capital Investments
Pennsylvania
$331K -$19.2K -614 -5%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$323K +$327K +10,458 New
CAN
38
Cetera Advisor Networks
California
$312K +$1.13K +36 +0.4%
Stifel Financial
39
Stifel Financial
Missouri
$253K -$59.5K -1,904 -19%
GAB
40
German American Bancorp
Indiana
$208K +$210K +6,733 New
FHA
41
Flagship Harbor Advisors
Massachusetts
$135K -$41.7K -1,333 -23%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$65K – – –
APA
43
American Portfolios Advisors
New York
$54.5K – – –
PA
44
Parallel Advisors
California
$37K – – –
Citigroup
45
Citigroup
New York
$31K – – –
NFG
46
Next Financial Group
Texas
$29K +$29.6K +947 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$12.5K +400 +133%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15.6K +500 New
WEC
49
Winslow Evans & Crocker
Massachusetts
$14K – – –
ASN
50
Advisory Services Network
Georgia
$4K +$3.75K +120 New
1
2
3

PTMC Hedge Fund Activity: Q4 2018 in Review

53 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2018, worth a combined $372M — up 13% from $329M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PTMC positions and 7 closed out — a net gain of 7 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $11.1M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $8.75M.

  • 53 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2018, up from 46 in Q3 2018.
  • Funds reported $372M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2018, up 13% quarter-over-quarter.
  • 14 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2018 and 7 closed out, a net change of +7 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2018 was Bank of America, an estimated $11.1M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2018 was Steward Partners Investment Advisory, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2018.