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Pacer Trendpilot US Mid Cap ETF

75 hedge funds and large institutions have $244M invested in Pacer Trendpilot US Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

7% more funds holding

Funds holding: 7075 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.37% less ownership

Funds ownership: 63.71%62.34% (-1.4%)

9% less capital invested

Capital invested by funds: $268M → $244M (-$23.9M)

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
22
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
-$718K -22,296 Closed
WAS
77
Wealth Advisory Solutions
Indiana
-$222K -6,890 Closed
GWSG
78
GPS Wealth Strategies Group
Colorado
-$105K -3,262 Closed
CAAS
79
Capital Asset Advisory Services
Michigan
-$64K -2,000 Closed
AF
80
Allworth Financial
California
-$16K -500 Closed

PTMC Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2022, worth a combined $244M — down 8.9% from $268M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PTMC positions and 5 closed out — a net gain of 7 holders — while 22 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.5M. The largest seller was Bank of America, cutting an estimated $14.5M.

  • 75 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $244M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2022, down 8.9% quarter-over-quarter.
  • 12 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2022 and 5 closed out, a net change of +7 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2022 was Wells Fargo, an estimated $5.5M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2022 was Bank of America, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2022.