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Pacer Trendpilot US Mid Cap ETF

74 hedge funds and large institutions have $288M invested in Pacer Trendpilot US Mid Cap ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $262M → $288M (+$26.4M)

4.06% more ownership

Funds ownership: 59.12%63.18% (+4.1%)

1% more funds holding

Funds holding: 7374 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
22
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$1.15M +$1.15M +33,168 New
MWA
27
Meridian Wealth Advisors
Texas
$1.07M
AWS
28
Atria Wealth Solutions
New York
$967K +$106K +3,058 +12%
Jane Street
29
Jane Street
New York
$905K +$438K +12,678 +94%
SPC
30
Sigma Planning Corp
Michigan
$824K -$2.07K -60 -0.3%
ARC
31
Advisor Resource Council
Texas
$803K +$332K +9,605 +70%
AL
32
ADE LLC
Maryland
$741K +$38.9K +1,126 +6%
PAG
33
Private Advisor Group
New Jersey
$676K -$3.8K -110 -0.6%
Truist Financial
34
Truist Financial
North Carolina
$625K -$152K -4,403 -20%
JWCA
35
J.W. Cole Advisors
Florida
$585K
CFGS
36
Concourse Financial Group Securities
Alabama
$556K
KAS
37
Kestra Advisory Services
Texas
$508K +$508K +14,699 New
KPWS
38
Kestra Private Wealth Services
Texas
$489K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$470K +$101K +2,935 +27%
GLA
40
Good Life Advisors
Pennsylvania
$434K -$16.3K -472 -4%
LWM
41
Laidlaw Wealth Management
New York
$385K -$29.2K -847 -7%
WA
42
Waddell & Associates
Tennessee
$379K
SFP
43
Strategic Financial Partners
Oregon
$338K
FIM
44
Freedom Investment Management
Connecticut
$325K -$518 -15 -0.2%
BBHC
45
Brown Brothers Harriman & Co
New York
$319K -$10.9K -316 -3%
CRWM
46
Castle Rock Wealth Management
California
$314K
HI
47
Harbour Investments
Wisconsin
$287K +$287K +8,304 New
RIA
48
Regal Investment Advisors
Michigan
$286K -$28.4K -822 -9%
WAS
49
Wealth Advisory Solutions
Indiana
$267K
SPIA
50
Steward Partners Investment Advisory
New York
$265K

PTMC Hedge Fund Activity: Q2 2022 in Review

74 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q2 2022, worth a combined $288M — up 10% from $262M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PTMC positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $15.7M. The largest seller was Bank of Montreal, exiting entirely with an estimated $6.8M sold.

  • 74 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q2 2022, up from 73 in Q1 2022.
  • Funds reported $288M of Pacer Trendpilot US Mid Cap ETF stock for Q2 2022, up 10% quarter-over-quarter.
  • 8 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q2 2022 and 7 closed out, a net change of +1 holder.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q2 2022 was Bank of America, an estimated $15.7M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q2 2022 was Bank of Montreal, an estimated $6.8M sold.

Based on aggregated 13F filings for Q2 2022.