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Pacer Trendpilot US Mid Cap ETF

42 hedge funds and large institutions have $275M invested in Pacer Trendpilot US Mid Cap ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $244M → $275M (+$31.9M)

4.47% more ownership

Funds ownership: 52.81%57.28% (+4.5%)

2% more funds holding

Funds holding: 4142 (+1)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$72.5M +$4.27M +134,347 +6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$59.9M +$3.65M +115,023 +7%
Bank of America
3
Bank of America
North Carolina
$28.2M +$3.97M +125,188 +17%
Wells Fargo
4
Wells Fargo
California
$27.7M +$1.12M +35,305 +4%
LPL Financial
5
LPL Financial
California
$22.3M +$2.64M +83,198 +14%
UBS Group
6
UBS Group
Switzerland
$21.1M -$1.02M -32,100 -5%
AG
7
Advisor Group
Arizona
$9.24M -$410K -12,901 -4%
RJA
8
Raymond James & Associates
Florida
$8.95M +$3.77M +118,631 +75%
SPIA
9
Steward Partners Investment Advisory
New York
$5.03M +$4.96M +156,217 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.26M +$1.34M +42,130 +71%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.28M
PAG
12
Private Advisor Group
New Jersey
$1.8M -$1.7M -53,641 -49%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.74M +$238K +7,485 +16%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.52M +$149K +4,682 +11%
Jane Street
15
Jane Street
New York
$1.18M -$1.21M -38,031 -51%
HH
16
Hilltop Holdings
Texas
$1.02M -$47.8K -1,504 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$978K +$220K +6,916 +30%
SPC
18
Sigma Planning Corp
Michigan
$609K +$122K +3,857 +26%
FF
19
Fluent Financial
Texas
$575K +$567K +17,859 New
GLA
20
Good Life Advisors
Pennsylvania
$489K +$481K +15,161 New
VF
21
Virtu Financial
New York
$470K +$463K +14,588 New
VWA
22
V Wealth Advisors
Kansas
$449K -$4.64K -146 -1%
OC
23
Oppenheimer & Co
New York
$440K -$1.87K -59 -0.4%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$434K +$8.41K +265 +2%
RJT
25
Raymond James Trust
Florida
$388K +$382K +12,038 New

PTMC Hedge Fund Activity: Q2 2018 in Review

42 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q2 2018, worth a combined $275M — up 13% from $244M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PTMC positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $4.96M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $2.53M sold.

  • 42 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q2 2018, up from 41 in Q1 2018.
  • Funds reported $275M of Pacer Trendpilot US Mid Cap ETF stock for Q2 2018, up 13% quarter-over-quarter.
  • 8 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q2 2018 and 6 closed out, a net change of +2 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q2 2018 was Steward Partners Investment Advisory, an estimated $4.96M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $2.53M sold.

Based on aggregated 13F filings for Q2 2018.