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Pacer Trendpilot US Mid Cap ETF

26 hedge funds and large institutions have $157M invested in Pacer Trendpilot US Mid Cap ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

24% more funds holding

Funds holding: 2126 (+5)

12% more capital invested

Capital invested by funds: $141M → $157M (+$16.9M)

7.43% more ownership

Funds ownership: 77.3%84.73% (+7.4%)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.5M +$5.58M +198,930 +14%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$37.7M +$1.97M +70,273 +6%
UBS Group
3
UBS Group
Switzerland
$15.8M +$754K +26,902 +5%
LPL Financial
4
LPL Financial
California
$12.6M +$4.67M +166,712 +60%
Wells Fargo
5
Wells Fargo
California
$12.6M -$614K -21,900 -5%
Bank of America
6
Bank of America
North Carolina
$9.44M +$391K +13,936 +4%
AG
7
Advisor Group
Arizona
$8M +$1.74M +62,189 +28%
PAG
8
Private Advisor Group
New Jersey
$4.76M +$341K +12,159 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.88M +$349K +12,440 +23%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.71M +$13.1K +467 +0.8%
Jane Street
11
Jane Street
New York
$1.28M -$546K -19,464 -30%
RJA
12
Raymond James & Associates
Florida
$1.18M +$216K +7,715 +23%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$704K -$474K -16,916 -41%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$643K +$220K +7,856 +53%
VWA
15
V Wealth Advisors
Kansas
$452K -$5.97K -213 -1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$337K -$437K -15,570 -57%
SPC
17
Sigma Planning Corp
Michigan
$303K +$299K +10,674 New
Ameriprise
18
Ameriprise
Minnesota
$288K -$11.9K -426 -4%
VKH
19
Virtu KCG Holdings
New York
$232K +$229K +8,179 New
BTS
20
BB&T Securities
Virginia
$219K -$353K -12,597 -62%
FHA
21
Flagship Harbor Advisors
Massachusetts
$210K -$5.78K -206 -3%
CA
22
Cetera Advisors
Colorado
$206K +$202K +7,220 New
WS
23
Wedbush Securities
California
$200K +$198K +7,048 New
NA
24
NewEdge Advisors
Louisiana
$124K +$123K +4,385 New
Creative Planning
25
Creative Planning
Kansas
$54K +$53.6K +1,910 New

PTMC Hedge Fund Activity: Q2 2017 in Review

26 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q2 2017, worth a combined $157M — up 12% from $141M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PTMC positions and 1 closed out — a net gain of 5 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.58M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $1.24M sold.

  • 26 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q2 2017, up from 21 in Q1 2017.
  • Funds reported $157M of Pacer Trendpilot US Mid Cap ETF stock for Q2 2017, up 12% quarter-over-quarter.
  • 6 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q2 2017 and 1 closed out, a net change of +5 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q2 2017 was Morgan Stanley, an estimated $5.58M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q2 2017 was Independent Advisor Alliance, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2017.