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Pacer Trendpilot US Mid Cap ETF

62 hedge funds and large institutions have $376M invested in Pacer Trendpilot US Mid Cap ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

2% more funds holding

Funds holding: 6162 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $397M → $376M (-$21.5M)

8.16% less ownership

Funds ownership: 63.02%54.86% (-8.2%)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
20
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$914K +$159K +5,352 +21%
MHS
27
M Holdings Securities
Oregon
$792K +$90.4K +3,039 +13%
FI
28
FormulaFolio Investments
Michigan
$773K +$246K +8,268 +45%
LFAS
29
Level Four Advisory Services
Texas
$762K +$581K +19,523 +296%
CWP
30
Capital Wealth Planning
Florida
$755K +$770K +25,910 New
BTS
31
BB&T Securities
Virginia
$752K -$111K -3,735 -13%
SPIA
32
Steward Partners Investment Advisory
New York
$752K +$350K +11,760 +84%
F
33
F3Logic
Minnesota
$744K +$540K +18,152 +247%
NA
34
NewEdge Advisors
Louisiana
$701K -$31K -1,043 -4%
WWM
35
Western Wealth Management
Colorado
$625K -$47.9K -1,610 -7%
MIAN
36
Mariner Independent Advisor Network
Kansas
$606K -$1.71M -57,648 -74%
WP
37
WealthShield Partners
North Carolina
$564K -$2.43M -81,810 -81%
GLA
38
Good Life Advisors
Pennsylvania
$559K -$111K -3,738 -16%
Citadel Advisors
39
Citadel Advisors
Florida
$528K +$538K +18,099 New
OC
40
Oppenheimer & Co
New York
$493K -$10.4K -351 -2%
VWA
41
V Wealth Advisors
Kansas
$432K
RJT
42
Raymond James Trust
Florida
$424K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$390K -$588K -19,778 -60%
TSS
44
Two Sigma Securities
New York
$379K +$387K +13,017 New
MAFM
45
Mid Atlantic Financial Management
Pennsylvania
$349K -$9.72K -327 -3%
WI
46
Wintrust Investments
Illinois
$347K -$174K -5,845 -33%
CAN
47
Cetera Advisor Networks
California
$319K +$43K +1,447 +15%
TWM
48
Titus Wealth Management
California
$238K -$415K -13,950 -63%
NFG
49
Next Financial Group
Texas
$116K +$111K +3,732 +1,493%
FHA
50
Flagship Harbor Advisors
Massachusetts
$115K

PTMC Hedge Fund Activity: Q2 2019 in Review

62 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q2 2019, worth a combined $376M — down 5.4% from $397M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PTMC positions and 6 closed out — a net gain of 3 holders — while 20 added to existing stakes and 24 trimmed.

The largest buyer was Stifel Financial, adding an estimated $5.82M. The largest seller was Morgan Stanley, cutting an estimated $8.97M.

  • 62 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q2 2019, up from 61 in Q1 2019.
  • Funds reported $376M of Pacer Trendpilot US Mid Cap ETF stock for Q2 2019, down 5.4% quarter-over-quarter.
  • 9 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q2 2019 and 6 closed out, a net change of +3 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q2 2019 was Stifel Financial, an estimated $5.82M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q2 2019 was Morgan Stanley, an estimated $8.97M sold.

Based on aggregated 13F filings for Q2 2019.