Pacer Trendpilot US Mid Cap ETF
PTMC
73 hedge funds and large institutions have $345M invested in Pacer Trendpilot US Mid Cap ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
11% more funds holding
Funds holding: 66 → 73 (+7)
1.37% more ownership
Funds ownership: 54.03% → 55.41% (+1.4%)
9% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 22
1% less capital invested
Capital invested by funds: $348M → $345M (-$3.65M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$3.57M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.61M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.29M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$821K |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$672K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
-$14.6M |
| 2 |
Morgan Stanley
New York
|
-$5.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.57M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.38M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
76
Capital Wealth Planning
Naples,
Florida
| – | -$696K | -23,710 | Closed |
|
|
MIAN
77
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$361K | -12,618 | Closed |
|
|
AF
78
Advisornet Financial
Minnetonka,
Minnesota
| – | -$32K | -1,102 | Closed |
|
79
US Bancorp
Minneapolis,
Minnesota
| – | -$23K | -800 | Closed |
|
|
FAAS
80
First Allied Advisory Services
San Diego,
California
| – | -$11K | -373 | Closed |
|
PTMC Hedge Fund Activity: Q4 2019 in Review
73 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2019, worth a combined $345M — down 1% from $348M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PTMC positions and 8 closed out — a net gain of 9 holders — while 24 added to existing stakes and 22 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $3.57M. The largest seller was Garrett Wealth Advisory Group, exiting entirely with an estimated $14.6M sold.
- 73 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2019, up from 66 in Q3 2019.
- Funds reported $345M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2019, down 1% quarter-over-quarter.
- 17 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2019 and 8 closed out, a net change of +9 holders.
- The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2019 was Independent Advisor Alliance, an estimated $3.57M added.
- The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2019 was Garrett Wealth Advisory Group, an estimated $14.6M sold.
Based on aggregated 13F filings for Q4 2019.