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Pacer Trendpilot US Mid Cap ETF

75 hedge funds and large institutions have $268M invested in Pacer Trendpilot US Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $259M → $268M (+$9.37M)

0% more funds holding

Funds holding: 7575 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

5.51% less ownership

Funds ownership: 70.96%65.46% (-5.5%)

Holders
75
Holders Change
Holders Change %
0%
% 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
6
Increased
27
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$329K -$75.9K -2,263 -20%
CRWM
52
Castle Rock Wealth Management
California
$309K
HI
53
Harbour Investments
Wisconsin
$298K -$21.6K -645 -7%
SWP
54
Stratos Wealth Partners
Ohio
$230K +$10.1K +300 +5%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$230K +$214K +6,372 New
FIM
56
Freedom Investment Management
Connecticut
$228K +$2.75K +82 +1%
RJT
57
Raymond James Trust
Florida
$225K -$30.2K -900 -13%
SPIA
58
Steward Partners Investment Advisory
New York
$131K -$15.8K -470 -11%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$81.6K
PTC
60
Private Trust Company
Ohio
$73K -$26.3K -783 -28%
Comerica Bank
61
Comerica Bank
Texas
$66.7K
KWAG
62
Kiely Wealth Advisory Group
North Carolina
$50.9K
FCAS
63
First Command Advisory Services
Texas
$44.8K
WP
64
WealthShield Partners
North Carolina
$44K
AWM
65
Aspire Wealth Management
Massachusetts
$34.6K
EWA
66
EverSource Wealth Advisors
Alabama
$34.5K +$637 +19 +2%
RFA
67
Register Financial Advisors
Georgia
$31K +$28.8K +860 New
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$23.4K -$3.35K -100 -13%
IA
69
IFP Advisors
Florida
$13.9K
FFA
70
Founders Financial Alliance
North Carolina
$13.2K +$235 +7 +2%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$11.7K -$1.44K -43 -12%
FGAM
72
Financial Gravity Asset Management
Texas
$8.13K +$7.54K +225 New
CFGS
73
Concourse Financial Group Securities
Alabama
$7.21K -$294K -8,760 -98%
WIA
74
Wetzel Investment Advisors
Indiana
$5.02K
BFEC
75
Benjamin F. Edwards & Company
Missouri
$5K

PTMC Hedge Fund Activity: Q1 2024 in Review

75 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2024, worth a combined $268M — up 3.6% from $259M a quarter earlier.

Fund positioning in PTMC was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 27 added to existing stakes and 29 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $12.4M. The largest seller was Morgan Stanley, cutting an estimated $33.1M.

  • 75 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $268M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2024, up 3.6% quarter-over-quarter.
  • 6 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $12.4M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2024.