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Pacer Trendpilot US Mid Cap ETF

64 hedge funds and large institutions have $250M invested in Pacer Trendpilot US Mid Cap ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.99% more ownership

Funds ownership: 55.15%57.14% (+2%)

5% more capital invested

Capital invested by funds: $238M → $250M (+$11.3M)

4% less funds holding

Funds holding: 6764 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

54% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 28

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
51
Capital Asset Advisory Services
Michigan
$72K
NFG
52
Next Financial Group
Texas
$67K
IA
53
IFP Advisors
Florida
$61K
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$43K
Citigroup
55
Citigroup
New York
$35K
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$28K
TH
57
TCTC Holdings
Texas
$26K
SWM
58
Spire Wealth Management
Virginia
$17K +$17K +500 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$15K -$13.6K -400 -48%
KFI
60
Key Financial Inc
Pennsylvania
$14K -$12.5K -368 -48%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$11K -$851 -25 -7%
SCA
62
Stonebridge Capital Advisors
Minnesota
$11K +$11.1K +325 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$10K
RIA
64
Regal Investment Advisors
Michigan
-$917K -28,143 Closed
Northern Trust
65
Northern Trust
Illinois
-$554K -17,000 Closed
Jane Street
66
Jane Street
New York
-$387K -11,865 Closed
WAS
67
Wealth Advisory Solutions
Indiana
-$344K -10,559 Closed
CG
68
Clarus Group
Texas
-$327K -9,514 Closed
AAS
69
Avantax Advisory Services
Texas
-$257K -7,885 Closed
KAS
70
Kestra Advisory Services
Texas
-$238K -7,300 Closed
CFG
71
Cooper Financial Group
California
-$213K -6,530 Closed
LFF
72
Level Four Financial
Texas
-$200K -6,146 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
-$32K -976 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
-$21.8K -642 -99%

PTMC Hedge Fund Activity: Q1 2021 in Review

64 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2021, worth a combined $250M — up 4.8% from $238M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PTMC and 8 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 13 added.

The largest buyer was International Assets Investment Management, adding an estimated $3.81M. The largest seller was Royal Bank of Canada, cutting an estimated $3.09M.

  • 64 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2021, down from 67 in Q4 2020.
  • Funds reported $250M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 8 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2021 and 10 closed out, a net change of -2 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2021 was International Assets Investment Management, an estimated $3.81M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $3.09M sold.

Based on aggregated 13F filings for Q1 2021.