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Pacer Trendpilot US Mid Cap ETF

72 hedge funds and large institutions have $250M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

6% more capital invested

Capital invested by funds: $235M → $250M (+$14.8M)

6% more funds holding

Funds holding: 6872 (+4)

1.47% more ownership

Funds ownership: 60.62%62.09% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
24
Reduced
26
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
26
Whitaker-Myers Wealth Managers
Ohio
$1.28M -$14.2K -443 -1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.24M -$4M -125,236 -77%
MWA
28
Meridian Wealth Advisors
Texas
$1.02M
GWM
29
Geneos Wealth Management
Colorado
$843K +$117K +3,656 +17%
AWS
30
Atria Wealth Solutions
New York
$843K -$30.5K -954 -4%
EP
31
Eudaimonia Partners
Tennessee
$820K -$46.5K -1,456 -6%
OP
32
ORG Partners
Indiana
$763K +$135K +4,232 +22%
SPIA
33
Steward Partners Investment Advisory
New York
$741K +$513K +16,042 +248%
MML Investors Services
34
MML Investors Services
Massachusetts
$729K +$186K +5,805 +36%
CFGS
35
Concourse Financial Group Securities
Alabama
$664K +$628K +19,650 +3,930%
WP
36
WealthShield Partners
North Carolina
$661K -$89.9K -2,811 -12%
Citadel Advisors
37
Citadel Advisors
Florida
$601K -$797K -24,943 -58%
AL
38
ADE LLC
Maryland
$590K +$12K +374 +2%
PAG
39
Private Advisor Group
New Jersey
$565K -$35.3K -1,104 -6%
JWCA
40
J.W. Cole Advisors
Florida
$534K
MA
41
MONECO Advisors
Connecticut
$526K -$12.1K -380 -2%
KPWS
42
Kestra Private Wealth Services
Texas
$504K -$7.61K -238 -2%
IW
43
Imprint Wealth
South Carolina
$444K -$45.2K -1,415 -10%
AAS
44
Avantax Advisory Services
Texas
$443K +$21K +656 +5%
ARC
45
Advisor Resource Council
Texas
$443K +$16.1K +505 +4%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$410K +$97.9K +3,062 +33%
GLA
47
Good Life Advisors
Pennsylvania
$383K -$8.31K -260 -2%
RIA
48
Regal Investment Advisors
Michigan
$376K +$52K +1,626 +17%
WA
49
Waddell & Associates
Tennessee
$364K
SFP
50
Strategic Financial Partners
Oregon
$321K

PTMC Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q2 2023, worth a combined $250M — up 6.3% from $235M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PTMC positions and 1 closed out — a net gain of 4 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Level Four Advisory Services, adding an estimated $3.26M. The largest seller was Susquehanna International Group, cutting an estimated $4M.

  • 72 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q2 2023, up from 68 in Q1 2023.
  • Funds reported $250M of Pacer Trendpilot US Mid Cap ETF stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 5 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q2 2023 and 1 closed out, a net change of +4 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q2 2023 was Level Four Advisory Services, an estimated $3.26M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q2 2023 was Susquehanna International Group, an estimated $4M sold.

Based on aggregated 13F filings for Q2 2023.