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Pacer Trendpilot US Mid Cap ETF

71 hedge funds and large institutions have $311M invested in Pacer Trendpilot US Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.29% more ownership

Funds ownership: 55.41%57.7% (+2.3%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

3% less funds holding

Funds holding: 7371 (-2)

10% less capital invested

Capital invested by funds: $345M → $311M (-$33.9M)

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
24
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EP
26
Eudaimonia Partners
Tennessee
$1.19M +$2.56K +86 +0.2%
Jane Street
27
Jane Street
New York
$1.13M -$52.4K -1,762 -4%
SPC
28
Sigma Planning Corp
Michigan
$942K -$94.3K -3,172 -9%
Truist Financial
29
Truist Financial
North Carolina
$842K +$66.4K +2,235 +8%
IFG
30
Investors Financial Group
Minnesota
$780K +$818K +27,532 New
CWP
31
Capital Wealth Planning
Florida
$620K +$650K +21,872 New
Northern Trust
32
Northern Trust
Illinois
$482K +$149K +5,000 +42%
CA
33
Cetera Advisors
Colorado
$467K -$551K -18,536 -53%
MML Investors Services
34
MML Investors Services
Massachusetts
$456K +$165K +5,558 +53%
AAS
35
Avantax Advisory Services
Texas
$444K -$34.7K -1,166 -7%
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$438K +$146K +4,908 +46%
GLA
37
Good Life Advisors
Pennsylvania
$424K -$137K -4,609 -23%
JP Morgan Chase
38
JP Morgan Chase
New York
$406K +$426K +14,333 New
GWM
39
Geneos Wealth Management
Colorado
$380K +$142K +4,784 +55%
RJT
40
Raymond James Trust
Florida
$376K -$38.3K -1,290 -9%
JWCA
41
J.W. Cole Advisors
Florida
$367K -$236K -7,926 -38%
SFP
42
Strategic Financial Partners
Oregon
$348K +$58.3K +1,961 +19%
WAS
43
Wealth Advisory Solutions
Indiana
$335K -$53.4K -1,797 -13%
COF
44
Capital One Financial
Virginia
$310K +$326K +10,959 New
WA
45
Waddell & Associates
Tennessee
$309K +$324K +10,907 New
TSS
46
Two Sigma Securities
New York
$301K -$30.3K -1,019 -9%
SPIA
47
Steward Partners Investment Advisory
New York
$279K -$77.4K -2,605 -21%
NA
48
NewEdge Advisors
Louisiana
$232K -$27K -908 -10%
CAN
49
Cetera Advisor Networks
California
$215K -$89.7K -3,019 -28%
CFGS
50
Concourse Financial Group Securities
Alabama
$194K +$204K +6,850 New

PTMC Hedge Fund Activity: Q1 2020 in Review

71 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2020, worth a combined $311M — down 9.8% from $345M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PTMC positions and 12 closed out — a net gain of 1 holder — while 24 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $17.1M. The largest seller was Morgan Stanley, cutting an estimated $16.2M.

  • 71 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2020, down from 73 in Q4 2019.
  • Funds reported $311M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2020, down 9.8% quarter-over-quarter.
  • 13 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2020 and 12 closed out, a net change of +1 holder.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2020 was Bank of America, an estimated $17.1M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2020 was Morgan Stanley, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2020.