We are live on ! Find out more
PTMC icon

Pacer Trendpilot US Mid Cap ETF

68 hedge funds and large institutions have $235M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $244M → $235M (-$9.06M)

1.71% less ownership

Funds ownership: 62.34%60.62% (-1.7%)

9% less funds holding

Funds holding: 7568 (-7)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
21
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
26
Whitaker-Myers Wealth Managers
Ohio
$1.25M +$9.59K +292 +0.7%
MWA
27
Meridian Wealth Advisors
Texas
$985K
AWS
28
Atria Wealth Solutions
New York
$843K -$4.27K -130 -0.5%
EP
29
Eudaimonia Partners
Tennessee
$836K -$32.1K -977 -4%
WP
30
WealthShield Partners
North Carolina
$726K +$538K +16,389 +253%
GWM
31
Geneos Wealth Management
Colorado
$697K +$547K +16,654 +315%
OP
32
ORG Partners
Indiana
$601K +$622K +18,942 New
PAG
33
Private Advisor Group
New Jersey
$580K -$5.32K -162 -0.9%
AL
34
ADE LLC
Maryland
$557K +$48.9K +1,488 +9%
MA
35
MONECO Advisors
Connecticut
$519K +$28.9K +880 +6%
MML Investors Services
36
MML Investors Services
Massachusetts
$518K +$14.1K +429 +3%
JWCA
37
J.W. Cole Advisors
Florida
$515K
KPWS
38
Kestra Private Wealth Services
Texas
$494K +$26.8K +815 +6%
IW
39
Imprint Wealth
South Carolina
$472K +$489K +14,880 New
ARC
40
Advisor Resource Council
Texas
$411K +$3.28K +100 +0.8%
AAS
41
Avantax Advisory Services
Texas
$406K -$475K -14,469 -53%
GLA
42
Good Life Advisors
Pennsylvania
$377K -$9.29K -283 -2%
SPC
43
Sigma Planning Corp
Michigan
$359K -$89.2K -2,716 -19%
WA
44
Waddell & Associates
Tennessee
$351K
RIA
45
Regal Investment Advisors
Michigan
$310K +$321K +9,777 New
SFP
46
Strategic Financial Partners
Oregon
$309K
LWM
47
Laidlaw Wealth Management
New York
$305K
LT
48
Legacy Trust
Michigan
$304K
HI
49
Harbour Investments
Wisconsin
$299K -$76.4K -2,327 -20%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$298K +$19.7K +601 +7%

PTMC Hedge Fund Activity: Q1 2023 in Review

68 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2023, worth a combined $235M — down 3.7% from $244M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PTMC and 5 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 21 added.

The largest buyer was Susquehanna International Group, adding an estimated $3.34M. The largest seller was Bank of Montreal, cutting an estimated $6.58M.

  • 68 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2023, down from 75 in Q4 2022.
  • Funds reported $235M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 5 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2023 and 10 closed out, a net change of -5 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $3.34M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2023 was Bank of Montreal, an estimated $6.58M sold.

Based on aggregated 13F filings for Q1 2023.