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Pacer Trendpilot US Mid Cap ETF
PTMC

73 hedge funds and large institutions have $345M invested in Pacer Trendpilot US Mid Cap ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

11% more funds holding

Funds holding: 66 → 73 (+7)

1.37% more ownership

Funds ownership: 54.03% → 55.41% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

1% less capital invested

Capital invested by funds: $348M → $345M (-$3.65M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
24
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$3.57M
2
Bank of America
Bank of America
North Carolina
+$2.61M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.29M
4
Truist Financial
Truist Financial
North Carolina
+$821K
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$672K

Top Sellers

Rank Fund Capital Flow
1
GWAG
Garrett Wealth Advisory Group
Texas
-$14.6M
2
Morgan Stanley
Morgan Stanley
New York
-$5.8M
3
Wells Fargo
Wells Fargo
California
-$3.57M
4
UBS Group
UBS Group
Switzerland
-$3.38M
5
RJA
Raymond James & Associates
Florida
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$1.12M -$39.8K -1,332 -4%
CA
27
Cetera Advisors
Colorado
$1.07M +$52.3K +1,749 +5%
FI
28
FormulaFolio Investments
Michigan
$1.07M +$561K +18,794 +117%
MHS
29
M Holdings Securities
Oregon
$961K +$41.2K +1,378 +5%
Citadel Advisors
30
Citadel Advisors
Florida
$914K +$461K +15,445 +108%
Truist Financial
31
Truist Financial
North Carolina
$845K +$821K +27,483 New
LFAS
32
Level Four Advisory Services
Texas
$826K -$26.7K -894 -3%
JWCA
33
J.W. Cole Advisors
Florida
$642K +$624K +20,889 New
GLA
34
Good Life Advisors
Pennsylvania
$607K +$4.6K +154 +0.8%
IA
35
IFP Advisors
Florida
$568K -$158K -5,302 -22%
AAS
36
Avantax Advisory Services
Texas
$517K +$504K +16,881 New
OC
37
Oppenheimer & Co
New York
$511K +$6.54K +219 +1%
RJT
38
Raymond James Trust
Florida
$447K – – –
VWA
39
V Wealth Advisors
Kansas
$434K – – –
WAS
40
Wealth Advisory Solutions
Indiana
$418K +$407K +13,629 New
SPIA
41
Steward Partners Investment Advisory
New York
$383K +$144K +4,820 +63%
Northern Trust
42
Northern Trust
Illinois
$369K +$359K +12,000 New
TSS
43
Two Sigma Securities
New York
$358K +$137K +4,572 +65%
CONA
44
Capital One National Association
New York
$357K +$347K +11,606 New
WP
45
WealthShield Partners
North Carolina
$336K -$198K -6,620 -38%
CAN
46
Cetera Advisor Networks
California
$326K -$146K -4,874 -31%
MAFM
47
Mid Atlantic Financial Management
Pennsylvania
$325K +$2.21K +74 +0.7%
MML Investors Services
48
MML Investors Services
Massachusetts
$324K +$315K +10,537 New
SFP
49
Strategic Financial Partners
Oregon
$317K +$308K +10,325 New
NA
50
NewEdge Advisors
Louisiana
$279K -$15.1K -505 -5%
1
2
3 4

PTMC Hedge Fund Activity: Q4 2019 in Review

73 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2019, worth a combined $345M — down 1% from $348M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PTMC positions and 8 closed out — a net gain of 9 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $3.57M. The largest seller was Garrett Wealth Advisory Group, exiting entirely with an estimated $14.6M sold.

  • 73 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2019, up from 66 in Q3 2019.
  • Funds reported $345M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2019, down 1% quarter-over-quarter.
  • 17 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2019 and 8 closed out, a net change of +9 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2019 was Independent Advisor Alliance, an estimated $3.57M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2019 was Garrett Wealth Advisory Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2019.