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Pacer Trendpilot US Mid Cap ETF
PTMC

73 hedge funds and large institutions have $262M invested in Pacer Trendpilot US Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

6% more funds holding

Funds holding: 69 → 73 (+4)

5% more capital invested

Capital invested by funds: $248M → $262M (+$13.6M)

3.74% more ownership

Funds ownership: 55.38% → 59.12% (+3.7%)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
27
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$8.99M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$6.87M
3
Morgan Stanley
Morgan Stanley
New York
+$2.54M
4
LFAS
Level Four Advisory Services
Texas
+$2.5M
5
WI
WBI Investments
New Jersey
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$3.56M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.75M
3
RJA
Raymond James & Associates
Florida
-$1.42M
4
ARC
Advisor Resource Council
Texas
-$370K
5
AAS
Avantax Advisory Services
Texas
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$265K – – –
MA
52
MONECO Advisors
Connecticut
$263K – – –
RJT
53
Raymond James Trust
Florida
$257K -$593 -17 -0.2%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$231K -$3.49K -100 -1%
BG
55
Benedetti & Gucer
Georgia
$215K -$15K -430 -6%
GWM
56
Geneos Wealth Management
Colorado
$204K -$77.1K -2,210 -27%
APA
57
American Portfolios Advisors
New York
$140K +$3.73K +107 +3%
SAM
58
Strategic Asset Management
Minnesota
$97K +$50.4K +1,446 +105%
CAAS
59
Capital Asset Advisory Services
Michigan
$69K – – –
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$68K +$17.5K +502 +34%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$43K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$42K -$105 -3 -0.2%
AWM
63
Aspire Wealth Management
Massachusetts
$33K – – –
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
GWSG
65
GPS Wealth Strategies Group
Colorado
$25K +$25.5K +731 New
PA
66
PSI Advisors
Florida
$23K – – –
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$22K +$1.74K +50 +8%
IA
68
IFP Advisors
Florida
$22K +$14.2K +407 New
HWMA
69
Heritage Wealth Management (Arizona)
Arizona
$21K +$21.3K +611 New
BFEC
70
Benjamin F. Edwards & Company
Missouri
$11K – – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
EWM
72
Evermay Wealth Management
Virginia
$4K – – –
AF
73
Advisornet Financial
Minnesota
$2K – – –
IAIM
74
International Assets Investment Management
Florida
– -$3.56M -98,133 Closed
AAS
75
Avantax Advisory Services
Texas
– -$298K -8,151 Closed
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PTMC Hedge Fund Activity: Q1 2022 in Review

73 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2022, worth a combined $262M — up 5.5% from $248M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PTMC positions and 8 closed out — a net gain of 7 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $8.99M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $3.56M sold.

  • 73 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2022, up from 69 in Q4 2021.
  • Funds reported $262M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2022, up 5.5% quarter-over-quarter.
  • 15 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2022 and 8 closed out, a net change of +7 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2022 was Bank of America, an estimated $8.99M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2022 was International Assets Investment Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q1 2022.