Pacer Trendpilot US Mid Cap ETF
PTMC
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.
0.91% more ownership
Funds ownership: 62.09% → 63% (+0.91%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $250M → $239M (-$10.1M)
4% less funds holding
Funds holding: 72 → 69 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.95M |
| 2 |
JCM
J2 Capital Management
Troy,
Michigan
|
+$1.36M |
| 3 |
CG
Clarus Group
Houston,
Texas
|
+$981K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$891K |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$718K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.92M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$844K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$744K |
| 4 |
OP
ORG Partners
Roanoke,
Indiana
|
-$685K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$601K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$12K | -351 | Closed |
|
|
FGAM
77
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$6.64K | -33 | 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.