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Pacer Trendpilot US Mid Cap ETF

68 hedge funds and large institutions have $235M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $244M → $235M (-$9.06M)

1.71% less ownership

Funds ownership: 62.34%60.62% (-1.7%)

9% less funds holding

Funds holding: 7568 (-7)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
21
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
51
Brown Brothers Harriman & Co
New York
$294K
CRWM
52
Castle Rock Wealth Management
California
$288K
FIM
53
Freedom Investment Management
Connecticut
$228K -$3.15K -96 -1%
RJT
54
Raymond James Trust
Florida
$227K -$10.1K -306 -4%
SPIA
55
Steward Partners Investment Advisory
New York
$205K -$36.1K -1,100 -15%
GWSG
56
GPS Wealth Strategies Group
Colorado
$93.8K +$97K +2,954 New
PTC
57
Private Trust Company
Ohio
$92.2K -$9.85K -300 -9%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$39.5K
BAM
59
Belpointe Asset Management
Nevada
$33.3K +$2.46K +75 +8%
AWM
60
Aspire Wealth Management
Massachusetts
$30.5K
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$30.2K -$6.58M -200,465 -100%
ADL
62
Asset Dedication LLC
California
$17K
CFGS
63
Concourse Financial Group Securities
Alabama
$15.9K -$384K -11,700 -96%
IA
64
IFP Advisors
Florida
$12.4K -$690 -21 -5%
FFA
65
Founders Financial Alliance
North Carolina
$11.4K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$4.6K -$99 -3 -2%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$4K -$6.57K -200 -62%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$3.86K +$72.8K +2,217 +2%
Jane Street
69
Jane Street
New York
-$682K -21,845 Closed
MCC
70
Money Concepts Capital
Florida
-$489K -15,654 Closed
Truist Financial
71
Truist Financial
North Carolina
-$418K -13,405 Closed
GSIAS
72
Garden State Investment Advisory Services
New Jersey
-$387K -12,381 Closed
PA
73
PSI Advisors
Florida
-$20.8K -665 Closed
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
-$18K -588 Closed
HIA
75
Harbor Investment Advisory
Maryland
-$9.11K -292 Closed

PTMC Hedge Fund Activity: Q1 2023 in Review

68 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2023, worth a combined $235M — down 3.7% from $244M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PTMC and 5 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 21 added.

The largest buyer was Susquehanna International Group, adding an estimated $3.34M. The largest seller was Bank of Montreal, cutting an estimated $6.58M.

  • 68 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2023, down from 75 in Q4 2022.
  • Funds reported $235M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 5 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2023 and 10 closed out, a net change of -5 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $3.34M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2023 was Bank of Montreal, an estimated $6.58M sold.

Based on aggregated 13F filings for Q1 2023.