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Pacer Trendpilot US Mid Cap ETF

75 hedge funds and large institutions have $244M invested in Pacer Trendpilot US Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

7% more funds holding

Funds holding: 7075 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.37% less ownership

Funds ownership: 63.71%62.34% (-1.4%)

9% less capital invested

Capital invested by funds: $268M → $244M (-$23.9M)

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
22
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.19M +$1.23M +38,162 New
MWA
27
Meridian Wealth Advisors
Texas
$969K
EP
28
Eudaimonia Partners
Tennessee
$853K -$368K -11,461 -30%
AAS
29
Avantax Advisory Services
Texas
$851K -$15.6K -485 -2%
AWS
30
Atria Wealth Solutions
New York
$832K +$128 +4 +0%
Jane Street
31
Jane Street
New York
$682K +$3.76K +117 +0.5%
JWCA
32
J.W. Cole Advisors
Florida
$506K -$23.1K -719 -4%
AL
33
ADE LLC
Maryland
$501K -$185K -5,756 -26%
MML Investors Services
34
MML Investors Services
Massachusetts
$496K +$194K +6,036 +61%
MCC
35
Money Concepts Capital
Florida
$489K +$503K +15,654 New
MA
36
MONECO Advisors
Connecticut
$483K -$8.8K -274 -2%
KPWS
37
Kestra Private Wealth Services
Texas
$460K +$2.15K +67 +0.5%
NA
38
NewEdge Advisors
Louisiana
$440K +$172K +5,354 +6%
SPC
39
Sigma Planning Corp
Michigan
$438K -$27.6K -858 -6%
Truist Financial
40
Truist Financial
North Carolina
$418K -$26.9K -837 -6%
ARC
41
Advisor Resource Council
Texas
$401K -$12K -375 -3%
GSIAS
42
Garden State Investment Advisory Services
New Jersey
$387K +$398K +12,381 New
CFGS
43
Concourse Financial Group Securities
Alabama
$381K -$146K -4,550 -27%
GLA
44
Good Life Advisors
Pennsylvania
$379K +$161 +5 +0%
HI
45
Harbour Investments
Wisconsin
$367K +$111K +3,451 +42%
WA
46
Waddell & Associates
Tennessee
$345K +$2.89K +90 +0.8%
CRWM
47
Castle Rock Wealth Management
California
$305K
SFP
48
Strategic Financial Partners
Oregon
$304K -$6.42K -200 -2%
LWM
49
Laidlaw Wealth Management
New York
$300K -$28.3K -880 -8%
LT
50
Legacy Trust
Michigan
$298K +$307K +9,560 New

PTMC Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2022, worth a combined $244M — down 8.9% from $268M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PTMC positions and 5 closed out — a net gain of 7 holders — while 22 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.5M. The largest seller was Bank of America, cutting an estimated $14.5M.

  • 75 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $244M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2022, down 8.9% quarter-over-quarter.
  • 12 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2022 and 5 closed out, a net change of +7 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2022 was Wells Fargo, an estimated $5.5M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2022 was Bank of America, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2022.