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Pacer Trendpilot US Mid Cap ETF

21 hedge funds and large institutions have $141M invested in Pacer Trendpilot US Mid Cap ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

33% more capital invested

Capital invested by funds: $106M → $141M (+$34.6M)

16.44% more ownership

Funds ownership: 60.86%77.3% (+16%)

5% less funds holding

Funds holding: 2221 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
16
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40M +$8.11M +294,984 +26%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$35M +$1.99M +72,189 +6%
UBS Group
3
UBS Group
Switzerland
$14.7M +$5.22M +189,635 +56%
Wells Fargo
4
Wells Fargo
California
$12.9M +$2.6M +94,543 +25%
Bank of America
5
Bank of America
North Carolina
$8.86M +$3.53M +128,498 +68%
LPL Financial
6
LPL Financial
California
$7.65M +$1.68M +60,940 +28%
AG
7
Advisor Group
Arizona
$6.1M +$3M +109,102 +99%
PAG
8
Private Advisor Group
New Jersey
$4.29M +$709K +25,758 +20%
Jane Street
9
Jane Street
New York
$1.8M +$682K +24,782 +62%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.66M +$431K +15,672 +36%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.5M +$370K +13,447 +33%
IAA
12
Independent Advisor Alliance
North Carolina
$1.24M +$1.25M +45,304 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.16M +$164K +5,958 +17%
RJA
14
Raymond James & Associates
Florida
$942K +$221K +8,039 +31%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$763K -$145K -5,271 -16%
BTS
16
BB&T Securities
Virginia
$564K -$181K -6,567 -24%
VWA
17
V Wealth Advisors
Kansas
$448K +$90.2K +3,278 +25%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$411K +$6.35K +231 +2%
Ameriprise
19
Ameriprise
Minnesota
$294K -$63.6K -2,311 -18%
FHA
20
Flagship Harbor Advisors
Massachusetts
$211K +$210K +7,637 New
IA
21
IFP Advisors
Florida
$14K +$4.13K +150 +43%
WS
22
Wedbush Securities
California
-$219K -8,237 Closed
WB
23
Webster Bank
Connecticut
-$13K -482 Closed
BFEC
24
Benjamin F. Edwards & Company
Missouri
-$7K -280 Closed

PTMC Hedge Fund Activity: Q1 2017 in Review

21 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2017, worth a combined $141M — up 33% from $106M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PTMC and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 16 added.

The largest buyer was Morgan Stanley, adding an estimated $8.11M. The largest seller was Wedbush Securities, exiting entirely with an estimated $219K sold.

  • 21 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2017, down from 22 in Q4 2016.
  • Funds reported $141M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2017, up 33% quarter-over-quarter.
  • 2 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2017 and 3 closed out, a net change of -1 holder.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2017 was Morgan Stanley, an estimated $8.11M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2017 was Wedbush Securities, an estimated $219K sold.

Based on aggregated 13F filings for Q1 2017.