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Pacer Trendpilot US Mid Cap ETF

75 hedge funds and large institutions have $268M invested in Pacer Trendpilot US Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $259M → $268M (+$9.37M)

0% more funds holding

Funds holding: 7575 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

5.51% less ownership

Funds ownership: 70.96%65.46% (-5.5%)

Holders
75
Holders Change
Holders Change %
0%
% 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
6
Increased
27
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$1.79M -$168K -5,012 -9%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.62M -$283K -8,446 -16%
MCA
28
Magnolia Capital Advisors
Mississippi
$1.47M -$8.85K -264 -0.6%
WMWM
29
Whitaker-Myers Wealth Managers
Ohio
$1.33M -$15.8K -472 -1%
GWM
30
Geneos Wealth Management
Colorado
$1.12M +$100K +2,988 +11%
MWA
31
Meridian Wealth Advisors
Texas
$1.12M
RJA
32
Raymond James & Associates
Florida
$1.04M -$775K -23,100 -44%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$985K -$384K -11,447 -30%
Jane Street
34
Jane Street
New York
$891K +$829K +24,729 New
KAS
35
Kestra Advisory Services
Texas
$855K +$190K +5,659 +31%
TWP
36
Tyche Wealth Partners
Texas
$793K -$36.5K -1,087 -5%
AL
37
ADE LLC
Maryland
$647K +$2.55K +76 +0.4%
IW
38
Imprint Wealth
South Carolina
$634K +$235K +7,020 +66%
Citadel Advisors
39
Citadel Advisors
Florida
$631K -$45.1K -1,346 -7%
MML Investors Services
40
MML Investors Services
Massachusetts
$627K -$167K -4,973 -22%
MA
41
MONECO Advisors
Connecticut
$624K +$9.56K +285 +2%
PAG
42
Private Advisor Group
New Jersey
$557K -$36.4K -1,086 -7%
KPWS
43
Kestra Private Wealth Services
Texas
$518K +$15.3K +456 +3%
AWS
44
Atria Wealth Solutions
New York
$504K -$155K -4,617 -25%
ARC
45
Advisor Resource Council
Texas
$492K +$187K +5,573 +69%
LT
46
Legacy Trust
Michigan
$492K
WA
47
Waddell & Associates
Tennessee
$406K +$7.31K +218 +2%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$377K +$351K +10,460 New
JWCA
49
J.W. Cole Advisors
Florida
$371K +$2.45K +73 +0.7%
SFP
50
Strategic Financial Partners
Oregon
$346K +$3.39K +101 +1%

PTMC Hedge Fund Activity: Q1 2024 in Review

75 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2024, worth a combined $268M — up 3.6% from $259M a quarter earlier.

Fund positioning in PTMC was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 27 added to existing stakes and 29 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $12.4M. The largest seller was Morgan Stanley, cutting an estimated $33.1M.

  • 75 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $268M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2024, up 3.6% quarter-over-quarter.
  • 6 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $12.4M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2024.