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Pacer Trendpilot US Mid Cap ETF

62 hedge funds and large institutions have $233M invested in Pacer Trendpilot US Mid Cap ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

3% less funds holding

Funds holding: 6462 (-2)

4.34% less ownership

Funds ownership: 57.14%52.81% (-4.3%)

7% less capital invested

Capital invested by funds: $250M → $233M (-$16.9M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$792K -$80.6K -2,270 -9%
AL
27
ADE LLC
Maryland
$629K +$65.1K +1,833 +12%
LWM
28
Laidlaw Wealth Management
New York
$609K -$71K -2,000 -10%
NA
29
NewEdge Advisors
Louisiana
$592K +$27.9K +786 +5%
KPWS
30
Kestra Private Wealth Services
Texas
$590K -$46.3K -1,304 -7%
JWCA
31
J.W. Cole Advisors
Florida
$587K
Stifel Financial
32
Stifel Financial
Missouri
$468K -$4.4K -124 -0.9%
GLA
33
Good Life Advisors
Pennsylvania
$467K -$13.3K -374 -3%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$418K +$95.7K +2,695 +30%
SPIA
35
Steward Partners Investment Advisory
New York
$368K +$38.9K +1,095 +12%
SFP
36
Strategic Financial Partners
Oregon
$354K -$1.42K -40 -0.4%
CRWM
37
Castle Rock Wealth Management
California
$324K
GWM
38
Geneos Wealth Management
Colorado
$297K -$455K -12,805 -60%
WAS
39
Wealth Advisory Solutions
Indiana
$294K +$294K +8,294 New
AAS
40
Avantax Advisory Services
Texas
$289K +$289K +8,150 New
FIM
41
Freedom Investment Management
Connecticut
$286K -$23.8K -669 -8%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$281K +$22.4K +630 +9%
RJT
43
Raymond James Trust
Florida
$265K
TSS
44
Two Sigma Securities
New York
$259K +$260K +7,311 New
MML Investors Services
45
MML Investors Services
Massachusetts
$254K -$68.6K -1,931 -21%
APA
46
American Portfolios Advisors
New York
$144K +$66.8K +1,881 +86%
CFA
47
Carroll Financial Associates
North Carolina
$87K
CAAS
48
Capital Asset Advisory Services
Michigan
$73K
IA
49
IFP Advisors
Florida
$62K
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$44K

PTMC Hedge Fund Activity: Q2 2021 in Review

62 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q2 2021, worth a combined $233M — down 6.8% from $250M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PTMC and 4 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 21 added.

The largest buyer was Royal Bank of Canada, adding an estimated $6.28M. The largest seller was Wells Fargo, cutting an estimated $9.87M.

  • 62 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q2 2021, down from 64 in Q1 2021.
  • Funds reported $233M of Pacer Trendpilot US Mid Cap ETF stock for Q2 2021, down 6.8% quarter-over-quarter.
  • 4 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q2 2021 and 5 closed out, a net change of -1 holder.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q2 2021 was Royal Bank of Canada, an estimated $6.28M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q2 2021 was Wells Fargo, an estimated $9.87M sold.

Based on aggregated 13F filings for Q2 2021.