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Pacer Trendpilot US Mid Cap ETF

69 hedge funds and large institutions have $239M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 62.09%63% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $250M → $239M (-$10.1M)

4% less funds holding

Funds holding: 7269 (-3)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
20
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.34M -$113K -3,426 -7%
WMWM
27
Whitaker-Myers Wealth Managers
Ohio
$1.2M -$24.7K -750 -2%
MWA
28
Meridian Wealth Advisors
Texas
$979K
CG
29
Clarus Group
Texas
$940K +$981K +29,802 New
GWM
30
Geneos Wealth Management
Colorado
$827K +$20.2K +613 +2%
SPIA
31
Steward Partners Investment Advisory
New York
$791K +$84.8K +2,574 +11%
AWS
32
Atria Wealth Solutions
New York
$726K -$85.2K -2,587 -10%
MML Investors Services
33
MML Investors Services
Massachusetts
$704K +$6.32K +192 +0.9%
AAS
34
Avantax Advisory Services
Texas
$646K +$231K +7,011 +52%
EP
35
Eudaimonia Partners
Tennessee
$573K -$221K -6,726 -27%
AL
36
ADE LLC
Maryland
$562K -$3.23K -98 -0.5%
MA
37
MONECO Advisors
Connecticut
$543K +$41.2K +1,251 +8%
PAG
38
Private Advisor Group
New Jersey
$512K -$30.7K -932 -5%
JWCA
39
J.W. Cole Advisors
Florida
$512K
CFGS
40
Concourse Financial Group Securities
Alabama
$508K -$134K -4,060 -20%
WP
41
WealthShield Partners
North Carolina
$489K -$150K -4,555 -23%
KPWS
42
Kestra Private Wealth Services
Texas
$476K -$7.64K -232 -2%
ARC
43
Advisor Resource Council
Texas
$470K +$47.4K +1,440 +11%
WA
44
Waddell & Associates
Tennessee
$349K
IW
45
Imprint Wealth
South Carolina
$326K -$104K -3,148 -23%
RIA
46
Regal Investment Advisors
Michigan
$309K -$53.2K -1,615 -14%
LT
47
Legacy Trust
Michigan
$302K
SFP
48
Strategic Financial Partners
Oregon
$301K -$6.75K -205 -2%
CRWM
49
Castle Rock Wealth Management
California
$285K
HI
50
Harbour Investments
Wisconsin
$282K -$9.88K -300 -3%

PTMC Hedge Fund Activity: Q3 2023 in Review

69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q3 2023, worth a combined $239M — down 4% from $250M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PTMC and 5 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 20 added.

The largest buyer was Royal Bank of Canada, adding an estimated $3.95M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.92M.

  • 69 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q3 2023, down from 72 in Q2 2023.
  • Funds reported $239M of Pacer Trendpilot US Mid Cap ETF stock for Q3 2023, down 4% quarter-over-quarter.
  • 5 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q3 2023 was Royal Bank of Canada, an estimated $3.95M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2023.