We are live on ! Find out more
PTMC icon

Pacer Trendpilot US Mid Cap ETF
PTMC

66 hedge funds and large institutions have $241M invested in Pacer Trendpilot US Mid Cap ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

6% more funds holding

Funds holding: 62 → 66 (+4)

3.77% more ownership

Funds ownership: 52.81% → 56.58% (+3.8%)

4% more capital invested

Capital invested by funds: $233M → $241M (+$8.41M)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$12.1M
2
LPL Financial
LPL Financial
California
+$3.04M
3
NA
NewEdge Advisors
Louisiana
+$1.2M
4
CA
Cetera Advisors
Colorado
+$711K
5
WI
WBI Investments
New Jersey
+$708K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.28M
2
Wells Fargo
Wells Fargo
California
-$1.25M
3
Osaic Holdings
Osaic Holdings
Arizona
-$916K
4
Bank of America
Bank of America
North Carolina
-$792K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$664K
Name Holding Trade Value Shares
Change 		Change in
Stake
ARC
26
Advisor Resource Council
Texas
$1.05M +$199K +5,612 +23%
SPC
27
Sigma Planning Corp
Michigan
$918K +$11.3K +318 +1%
Truist Financial
28
Truist Financial
North Carolina
$855K +$72.7K +2,050 +9%
PAG
29
Private Advisor Group
New Jersey
$777K -$82.1K -2,315 -9%
AL
30
ADE LLC
Maryland
$674K +$52.2K +1,472 +8%
LWM
31
Laidlaw Wealth Management
New York
$599K -$3.55K -100 -0.6%
KPWS
32
Kestra Private Wealth Services
Texas
$536K -$48.5K -1,367 -8%
GLA
33
Good Life Advisors
Pennsylvania
$462K – – –
Stifel Financial
34
Stifel Financial
Missouri
$456K -$6.35K -179 -1%
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$414K – – –
WA
36
Waddell & Associates
Tennessee
$385K – – –
SFP
37
Strategic Financial Partners
Oregon
$351K – – –
CRWM
38
Castle Rock Wealth Management
California
$337K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$327K +$49.3K +1,389 +18%
SPIA
40
Steward Partners Investment Advisory
New York
$306K -$58.6K -1,651 -16%
GWM
41
Geneos Wealth Management
Colorado
$296K – – –
AAS
42
Avantax Advisory Services
Texas
$285K – – –
WAS
43
Wealth Advisory Solutions
Indiana
$272K -$19.6K -554 -7%
FIM
44
Freedom Investment Management
Connecticut
$272K -$11.7K -331 -4%
RJT
45
Raymond James Trust
Florida
$262K – – –
LA
46
Latitude Advisors
Florida
$262K +$264K +7,452 New
BG
47
Benedetti & Gucer
Georgia
$234K +$237K +6,691 New
APA
48
American Portfolios Advisors
New York
$139K -$4.18K -118 -3%
CFA
49
Carroll Financial Associates
North Carolina
$86K – – –
CAAS
50
Capital Asset Advisory Services
Michigan
$72K – – –
1
2
3

PTMC Hedge Fund Activity: Q3 2021 in Review

66 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q3 2021, worth a combined $241M — up 3.6% from $233M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PTMC positions and 4 closed out — a net gain of 5 holders — while 16 added to existing stakes and 24 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $12.1M. The largest seller was Royal Bank of Canada, cutting an estimated $5.28M.

  • 66 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q3 2021, up from 62 in Q2 2021.
  • Funds reported $241M of Pacer Trendpilot US Mid Cap ETF stock for Q3 2021, up 3.6% quarter-over-quarter.
  • 9 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q3 2021 and 4 closed out, a net change of +5 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q3 2021 was Pacer Advisors, an estimated $12.1M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $5.28M sold.

Based on aggregated 13F filings for Q3 2021.