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Pacer Trendpilot US Mid Cap ETF

70 hedge funds and large institutions have $268M invested in Pacer Trendpilot US Mid Cap ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.53% more ownership

Funds ownership: 63.18%63.71% (+0.53%)

5% less funds holding

Funds holding: 7470 (-4)

7% less capital invested

Capital invested by funds: $288M → $268M (-$20.2M)

42% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 31

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
18
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
51
Wealth Advisory Solutions
Indiana
$222K -$28.6K -850 -11%
KAS
52
Kestra Advisory Services
Texas
$210K -$275K -8,179 -56%
GWM
53
Geneos Wealth Management
Colorado
$147K -$17.8K -530 -10%
GWSG
54
GPS Wealth Strategies Group
Colorado
$105K
PTC
55
Private Trust Company
Ohio
$103K
SAM
56
Strategic Asset Management
Minnesota
$92K -$15.8K -469 -14%
CAAS
57
Capital Asset Advisory Services
Michigan
$64K
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$46K -$404 -12 -0.8%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$40K
AWM
60
Aspire Wealth Management
Massachusetts
$31K
IA
61
IFP Advisors
Florida
$22K
PA
62
PSI Advisors
Florida
$21K
APA
63
American Portfolios Advisors
New York
$20.7K
HWMA
64
Heritage Wealth Management (Arizona)
Arizona
$20K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$18K -$2.12K -63 -10%
AF
66
Allworth Financial
California
$16K +$16.8K +500 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$14K -$4.04K -120 -21%
FFA
68
Founders Financial Alliance
North Carolina
$11K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$5.62K +$5.88M +174,769 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$3K -$14.6K -434 -85%
Citadel Advisors
71
Citadel Advisors
Florida
-$1.53M -44,194 Closed
RIA
72
Regal Investment Advisors
Michigan
-$286K -8,287 Closed
WWM
73
Western Wealth Management
Colorado
-$214K -6,199 Closed
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
-$28K -803 Closed
GRP
75
Global Retirement Partners
California
-$24K -688 Closed

PTMC Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q3 2022, worth a combined $268M — down 7% from $288M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PTMC and 4 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 18 added.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $5.88M. The largest seller was Susquehanna International Group, cutting an estimated $1.66M.

  • 70 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q3 2022, down from 74 in Q2 2022.
  • Funds reported $268M of Pacer Trendpilot US Mid Cap ETF stock for Q3 2022, down 7% quarter-over-quarter.
  • 4 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q3 2022 and 8 closed out, a net change of -4 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q3 2022 was Bank of Montreal, an estimated $5.88M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q3 2022 was Susquehanna International Group, an estimated $1.66M sold.

Based on aggregated 13F filings for Q3 2022.