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Pacer Trendpilot US Mid Cap ETF

71 hedge funds and large institutions have $311M invested in Pacer Trendpilot US Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.29% more ownership

Funds ownership: 55.41%57.7% (+2.3%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

3% less funds holding

Funds holding: 7371 (-2)

10% less capital invested

Capital invested by funds: $345M → $311M (-$33.9M)

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
24
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$143K +$63.4K +2,135 +74%
CFA
52
Carroll Financial Associates
North Carolina
$126K
WP
53
WealthShield Partners
North Carolina
$113K -$206K -6,930 -63%
FHA
54
Flagship Harbor Advisors
Massachusetts
$98K -$2.02K -68 -2%
CAAS
55
Capital Asset Advisory Services
Michigan
$87K
NFG
56
Next Financial Group
Texas
$71K +$22K +740 +42%
IA
57
IFP Advisors
Florida
$49K -$499K -16,783 -91%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$44K +$46.4K +1,560 New
Citigroup
59
Citigroup
New York
$39K +$4.46K +150 +12%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$36K +$37.8K +1,272 New
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$35K
KFI
62
Key Financial Inc
Pennsylvania
$32K +$33.1K +1,115 New
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$20K
SIS
64
Sound Income Strategies
Florida
$16K -$20.2K -680 -55%
CAN
65
Claraphi Advisory Network
United States
$16K +$16.3K +550 New
SF
66
Synovus Financial
Georgia
$14K +$15K +506 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$10K
SCA
68
Stonebridge Capital Advisors
Minnesota
$9K
NSIM
69
North Star Investment Management
Illinois
$6K
WEC
70
Winslow Evans & Crocker
Massachusetts
$4K
Fidelity Investments
71
Fidelity Investments
Massachusetts
$1K
IAA
72
Independent Advisor Alliance
North Carolina
-$3.67M -119,482 Closed
VC
73
Veracity Capital
Georgia
-$1.58M -51,453 Closed
OC
74
Oppenheimer & Co
New York
-$511K -16,637 Closed
VWA
75
V Wealth Advisors
Kansas
-$434K -14,876 Closed

PTMC Hedge Fund Activity: Q1 2020 in Review

71 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2020, worth a combined $311M — down 9.8% from $345M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PTMC positions and 12 closed out — a net gain of 1 holder — while 24 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $17.1M. The largest seller was Morgan Stanley, cutting an estimated $16.2M.

  • 71 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2020, down from 73 in Q4 2019.
  • Funds reported $311M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2020, down 9.8% quarter-over-quarter.
  • 13 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2020 and 12 closed out, a net change of +1 holder.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2020 was Bank of America, an estimated $17.1M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2020 was Morgan Stanley, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2020.