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Pacer Trendpilot US Mid Cap ETF

75 hedge funds and large institutions have $244M invested in Pacer Trendpilot US Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

7% more funds holding

Funds holding: 7075 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.37% less ownership

Funds ownership: 63.71%62.34% (-1.4%)

9% less capital invested

Capital invested by funds: $268M → $244M (-$23.9M)

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
22
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
51
Brown Brothers Harriman & Co
New York
$289K
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$275K -$23K -716 -8%
SPIA
53
Steward Partners Investment Advisory
New York
$236K +$32 +1 +0%
RJT
54
Raymond James Trust
Florida
$232K
FIM
55
Freedom Investment Management
Connecticut
$227K -$131K -4,077 -36%
WP
56
WealthShield Partners
North Carolina
$203K +$208K +6,490 New
GWM
57
Geneos Wealth Management
Colorado
$165K +$22.1K +688 +15%
PTC
58
Private Trust Company
Ohio
$100K
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$38.8K
HWMA
60
Heritage Wealth Management (Arizona)
Arizona
$38.1K +$19.6K +611 +100%
BAM
61
Belpointe Asset Management
Nevada
$30.4K +$31.3K +975 New
AWM
62
Aspire Wealth Management
Massachusetts
$29.9K
IA
63
IFP Advisors
Florida
$22K
PA
64
PSI Advisors
Florida
$20.8K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$18K
ADL
66
Asset Dedication LLC
California
$17K +$17.2K +536 New
FFA
67
Founders Financial Alliance
North Carolina
$11.2K +$96 +3 +0.8%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$10K -$4.01K -125 -28%
HIA
69
Harbor Investment Advisory
Maryland
$9.11K +$9.38K +292 New
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$8.49K -$37.2K -1,157 -81%
FGAM
71
Financial Gravity Asset Management
Texas
$5.48K +$996 +31 New
Fidelity Investments
72
Fidelity Investments
Massachusetts
$4.62K +$2.22K +69 +87%
AWM
73
Accurate Wealth Management
Florida
$1.71K +$1.7K +53 New
CA
74
CoreCap Advisors
Michigan
$1.08K +$1.09K +34 New
PAG
75
Private Advisor Group
New Jersey
$575 -$20.6K -642 -3%

PTMC Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2022, worth a combined $244M — down 8.9% from $268M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PTMC positions and 5 closed out — a net gain of 7 holders — while 22 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.5M. The largest seller was Bank of America, cutting an estimated $14.5M.

  • 75 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $244M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2022, down 8.9% quarter-over-quarter.
  • 12 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2022 and 5 closed out, a net change of +7 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2022 was Wells Fargo, an estimated $5.5M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2022 was Bank of America, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2022.