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Pacer Trendpilot US Mid Cap ETF

69 hedge funds and large institutions have $239M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 62.09%63% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $250M → $239M (-$10.1M)

4% less funds holding

Funds holding: 7269 (-3)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
20
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$262K -$136K -4,140 -33%
RJT
52
Raymond James Trust
Florida
$225K
SWP
53
Stratos Wealth Partners
Ohio
$206K +$215K +6,526 New
BBHC
54
Brown Brothers Harriman & Co
New York
$134K -$165K -5,009 -54%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$114K -$11.3K -344 -9%
PTC
56
Private Trust Company
Ohio
$91.6K
Comerica Bank
57
Comerica Bank
Texas
$90K +$93.9K +2,853 New
OP
58
ORG Partners
Indiana
$75K -$685K -20,796 -90%
DF
59
DecisionPoint Financial
Arizona
$47.7K +$49.8K +1,513 New
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$39.2K
AWM
61
Aspire Wealth Management
Massachusetts
$30.3K
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$23.7K -$120K -3,657 -83%
ADL
63
Asset Dedication LLC
California
$17K
GWSG
64
GPS Wealth Strategies Group
Colorado
$12.7K
IA
65
IFP Advisors
Florida
$12.2K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$11.6K -$33 -1 -0.3%
FFA
67
Founders Financial Alliance
North Carolina
$11.4K
BFEC
68
Benjamin F. Edwards & Company
Missouri
$4K
IPW
69
Impact Partnership Wealth
Georgia
$3.88K +$4.05K +123 New
Citadel Advisors
70
Citadel Advisors
Florida
-$601K -18,255 Closed
GLA
71
Good Life Advisors
Pennsylvania
-$383K -11,613 Closed
LWM
72
Laidlaw Wealth Management
New York
-$316K -9,597 Closed
SPC
73
Sigma Planning Corp
Michigan
-$273K -8,300 Closed
FIM
74
Freedom Investment Management
Connecticut
-$236K -7,150 Closed
SIC
75
Salem Investment Counselors
North Carolina
-$20.3K -617 Closed

PTMC Hedge Fund Activity: Q3 2023 in Review

69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q3 2023, worth a combined $239M — down 4% from $250M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PTMC and 5 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 20 added.

The largest buyer was Royal Bank of Canada, adding an estimated $3.95M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.92M.

  • 69 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q3 2023, down from 72 in Q2 2023.
  • Funds reported $239M of Pacer Trendpilot US Mid Cap ETF stock for Q3 2023, down 4% quarter-over-quarter.
  • 5 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q3 2023 was Royal Bank of Canada, an estimated $3.95M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2023.