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Pacer Trendpilot US Mid Cap ETF

72 hedge funds and large institutions have $250M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

6% more capital invested

Capital invested by funds: $235M → $250M (+$14.8M)

6% more funds holding

Funds holding: 6872 (+4)

1.47% more ownership

Funds ownership: 60.62%62.09% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
24
Reduced
26
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Laidlaw Wealth Management
New York
$316K
LT
52
Legacy Trust
Michigan
$315K
BBHC
53
Brown Brothers Harriman & Co
New York
$305K
HI
54
Harbour Investments
Wisconsin
$304K -$6.52K -204 -2%
CRWM
55
Castle Rock Wealth Management
California
$298K
SPC
56
Sigma Planning Corp
Michigan
$273K -$96.5K -3,018 -27%
FIM
57
Freedom Investment Management
Connecticut
$236K -$927 -29 -0.4%
RJT
58
Raymond James Trust
Florida
$235K
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$211K +$141K +4,407 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$121K +$89.6K +2,802 +295%
PTC
61
Private Trust Company
Ohio
$95.7K
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$40.9K
AWM
63
Aspire Wealth Management
Massachusetts
$31.6K
SIC
64
Salem Investment Counselors
North Carolina
$20.3K +$19.7K +617 New
ADL
65
Asset Dedication LLC
California
$18K
GWSG
66
GPS Wealth Strategies Group
Colorado
$13.3K -$81.6K -2,551 -86%
IA
67
IFP Advisors
Florida
$12.7K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$12.2K +$7.19K +225 +155%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$12K +$11.2K +351 New
FFA
70
Founders Financial Alliance
North Carolina
$11.9K
FGAM
71
Financial Gravity Asset Management
Texas
$6.64K +$1.05K +33 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$4K
BAM
73
Belpointe Asset Management
Nevada
-$33.3K -1,050 Closed

PTMC Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q2 2023, worth a combined $250M — up 6.3% from $235M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PTMC positions and 1 closed out — a net gain of 4 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Level Four Advisory Services, adding an estimated $3.26M. The largest seller was Susquehanna International Group, cutting an estimated $4M.

  • 72 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q2 2023, up from 68 in Q1 2023.
  • Funds reported $250M of Pacer Trendpilot US Mid Cap ETF stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 5 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q2 2023 and 1 closed out, a net change of +4 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q2 2023 was Level Four Advisory Services, an estimated $3.26M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q2 2023 was Susquehanna International Group, an estimated $4M sold.

Based on aggregated 13F filings for Q2 2023.