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Pacer Trendpilot US Mid Cap ETF

64 hedge funds and large institutions have $250M invested in Pacer Trendpilot US Mid Cap ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.99% more ownership

Funds ownership: 55.15%57.14% (+2%)

5% more capital invested

Capital invested by funds: $238M → $250M (+$11.3M)

4% less funds holding

Funds holding: 6764 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

54% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 28

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$855K +$61.9K +1,820 +8%
GWM
27
Geneos Wealth Management
Colorado
$754K
WI
28
WBI Investments
New Jersey
$713K +$698K +20,500 New
MHS
29
M Holdings Securities
Oregon
$675K -$96.5K -2,837 -13%
LWM
30
Laidlaw Wealth Management
New York
$667K +$652K +19,169 New
KPWS
31
Kestra Private Wealth Services
Texas
$624K -$11K -322 -2%
JWCA
32
J.W. Cole Advisors
Florida
$575K
AL
33
ADE LLC
Maryland
$553K -$694K -20,395 -56%
NA
34
NewEdge Advisors
Louisiana
$553K +$39.9K +1,173 +8%
GLA
35
Good Life Advisors
Pennsylvania
$472K -$10.1K -296 -2%
Stifel Financial
36
Stifel Financial
Missouri
$463K -$529K -15,546 -54%
WA
37
Waddell & Associates
Tennessee
$381K
SFP
38
Strategic Financial Partners
Oregon
$349K
SPIA
39
Steward Partners Investment Advisory
New York
$323K +$83.8K +2,462 +36%
CRWM
40
Castle Rock Wealth Management
California
$322K
MML Investors Services
41
MML Investors Services
Massachusetts
$317K -$171K -5,024 -36%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$316K -$1.5K -44 -0.5%
FIM
43
Freedom Investment Management
Connecticut
$304K +$297K +8,741 New
WFAG
44
Wescott Financial Advisory Group
Pennsylvania
$291K +$284K +8,353 New
RJT
45
Raymond James Trust
Florida
$260K -$238 -7 -0.1%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$254K -$123K -3,624 -33%
WP
47
WealthShield Partners
North Carolina
$119K +$117K +3,432 New
CFA
48
Carroll Financial Associates
North Carolina
$85K
APA
49
American Portfolios Advisors
New York
$76.2K -$36.1K -1,060 -33%
CFGS
50
Concourse Financial Group Securities
Alabama
$73K

PTMC Hedge Fund Activity: Q1 2021 in Review

64 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2021, worth a combined $250M — up 4.8% from $238M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PTMC and 8 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 13 added.

The largest buyer was International Assets Investment Management, adding an estimated $3.81M. The largest seller was Royal Bank of Canada, cutting an estimated $3.09M.

  • 64 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2021, down from 67 in Q4 2020.
  • Funds reported $250M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 8 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2021 and 10 closed out, a net change of -2 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2021 was International Assets Investment Management, an estimated $3.81M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $3.09M sold.

Based on aggregated 13F filings for Q1 2021.