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Pacer Trendpilot US Mid Cap ETF

61 hedge funds and large institutions have $236M invested in Pacer Trendpilot US Mid Cap ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.67% less ownership

Funds ownership: 57.7%52.03% (-5.7%)

14% less funds holding

Funds holding: 7161 (-10)

24% less capital invested

Capital invested by funds: $311M → $236M (-$75.1M)

65% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 34

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

Holders
61
Holders Change
-10
Holders Change %
-14.08%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$48K
CFD
52
Creative Financial Designs
Indiana
$43K +$44.1K +1,568 New
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$34K
Citigroup
54
Citigroup
New York
$31K -$6.74K -240 -17%
BlackRock
55
BlackRock
New York
$28K +$29K +1,031 New
BFEC
56
Benjamin F. Edwards & Company
Missouri
$23K -$20.4K -725 -46%
TH
57
TCTC Holdings
Texas
$21K +$21.2K +754 New
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$19K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$10K
SCA
60
Stonebridge Capital Advisors
Minnesota
$9K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$1K
SI
62
Stephens Inc
Arkansas
-$1.51M -53,322 Closed
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
-$1.51M -53,209 Closed
FI
64
FormulaFolio Investments
Michigan
-$1.46M -51,658 Closed
IFG
65
Investors Financial Group
Minnesota
-$780K -27,532 Closed
CWP
66
Capital Wealth Planning
Florida
-$620K -21,872 Closed
TSS
67
Two Sigma Securities
New York
-$301K -10,639 Closed
NFG
68
Next Financial Group
Texas
-$71K -2,499 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
-$36K -1,272 Closed
KFI
70
Key Financial Inc
Pennsylvania
-$32K -1,115 Closed
CAN
71
Claraphi Advisory Network
United States
-$16K -550 Closed
SIS
72
Sound Income Strategies
Florida
-$16K -550 Closed
SF
73
Synovus Financial
Georgia
-$14K -506 Closed
NSIM
74
North Star Investment Management
Illinois
-$6K -221 Closed
WEC
75
Winslow Evans & Crocker
Massachusetts
-$4K -126 Closed

PTMC Hedge Fund Activity: Q2 2020 in Review

61 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q2 2020, worth a combined $236M — down 24% from $311M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PTMC and 4 opened new positions — a net loss of 10 holders — while 34 trimmed existing stakes and 12 added.

The largest buyer was WealthStone, opening a new position worth an estimated $1.46M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $9.54M.

  • 61 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q2 2020, down from 71 in Q1 2020.
  • Funds reported $236M of Pacer Trendpilot US Mid Cap ETF stock for Q2 2020, down 24% quarter-over-quarter.
  • 4 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q2 2020 and 14 closed out, a net change of -10 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q2 2020 was WealthStone, an estimated $1.46M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q2 2020 was Raymond James Financial Services Advisors, an estimated $9.54M sold.

Based on aggregated 13F filings for Q2 2020.