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Pacer Trendpilot US Mid Cap ETF
PTMC

73 hedge funds and large institutions have $345M invested in Pacer Trendpilot US Mid Cap ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

11% more funds holding

Funds holding: 66 → 73 (+7)

1.37% more ownership

Funds ownership: 54.03% → 55.41% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

1% less capital invested

Capital invested by funds: $348M → $345M (-$3.65M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
24
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$3.57M
2
Bank of America
Bank of America
North Carolina
+$2.61M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.29M
4
Truist Financial
Truist Financial
North Carolina
+$821K
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$672K

Top Sellers

Rank Fund Capital Flow
1
GWAG
Garrett Wealth Advisory Group
Texas
-$14.6M
2
Morgan Stanley
Morgan Stanley
New York
-$5.8M
3
Wells Fargo
Wells Fargo
California
-$3.57M
4
UBS Group
UBS Group
Switzerland
-$3.38M
5
RJA
Raymond James & Associates
Florida
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$265K +$209K +6,983 +418%
EH
52
Equitable Holdings
New York
$261K +$254K +8,490 New
WS
53
Wedbush Securities
California
$252K – – –
TWM
54
Titus Wealth Management
California
$251K – – –
HighTower Advisors
55
HighTower Advisors
Illinois
$219K – – –
CFA
56
Carroll Financial Associates
North Carolina
$137K -$92.6K -3,100 -41%
FHA
57
Flagship Harbor Advisors
Massachusetts
$109K +$777 +26 +0.7%
CAAS
58
Capital Asset Advisory Services
Michigan
$95K +$92K +3,078 New
APA
59
American Portfolios Advisors
New York
$89.2K +$27.9K +935 +48%
NFG
60
Next Financial Group
Texas
$54K -$76.8K -2,570 -59%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$38K – – –
Citigroup
62
Citigroup
New York
$38K +$7.17K +240 +24%
SIS
63
Sound Income Strategies
Florida
$38K +$20.3K +680 +124%
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$60 +2 +0.3%
ACM
65
Allred Capital Management
Texas
$16.3K +$15.9K +532 New
PA
66
PSI Advisors
Florida
$16K +$16.3K +546 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
SCA
68
Stonebridge Capital Advisors
Minnesota
$10K – – –
LFA
69
Lighthouse Financial Advisors
Maryland
$8K +$8.19K +274 New
NSIM
70
North Star Investment Management
Illinois
$7K – – –
WEC
71
Winslow Evans & Crocker
Massachusetts
$4K – – –
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$2K +$1.97K +66 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$1K -$22K -737 -94%
GWAG
74
Garrett Wealth Advisory Group
Texas
– -$14.6M -499,494 Closed
BAM
75
Belpointe Asset Management
Nevada
– -$1.5M -51,358 Closed
1 2
3
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PTMC Hedge Fund Activity: Q4 2019 in Review

73 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2019, worth a combined $345M — down 1% from $348M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PTMC positions and 8 closed out — a net gain of 9 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $3.57M. The largest seller was Garrett Wealth Advisory Group, exiting entirely with an estimated $14.6M sold.

  • 73 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2019, up from 66 in Q3 2019.
  • Funds reported $345M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2019, down 1% quarter-over-quarter.
  • 17 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2019 and 8 closed out, a net change of +9 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2019 was Independent Advisor Alliance, an estimated $3.57M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2019 was Garrett Wealth Advisory Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2019.