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Pacer Trendpilot US Mid Cap ETF

46 hedge funds and large institutions have $329M invested in Pacer Trendpilot US Mid Cap ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 5

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $275M → $329M (+$53.9M)

10% more funds holding

Funds holding: 4246 (+4)

8.79% more ownership

Funds ownership: 57.28%66.07% (+8.8%)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
26
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$81.6M +$6.43M +193,731 +9%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$68.3M +$6.26M +188,557 +10%
Bank of America
3
Bank of America
North Carolina
$33.1M +$3.85M +116,096 +13%
Wells Fargo
4
Wells Fargo
California
$32.5M +$3.87M +116,582 +14%
LPL Financial
5
LPL Financial
California
$24.8M +$1.68M +50,656 +7%
UBS Group
6
UBS Group
Switzerland
$20.9M -$896K -26,979 -4%
AG
7
Advisor Group
Arizona
$12.2M +$2.58M +77,861 +27%
SPIA
8
Steward Partners Investment Advisory
New York
$9.81M +$4.58M +138,000 +88%
RJA
9
Raymond James & Associates
Florida
$9.47M +$202K +6,084 +2%
PAG
10
Private Advisor Group
New Jersey
$5.89M +$4M +120,585 +215%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.41M +$2.03M +61,117 +60%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$3.66M +$1.15M +34,529 +46%
SI
13
Stephens Inc
Arkansas
$3.13M +$3.11M +93,799 New
MIAN
14
Mariner Independent Advisor Network
Kansas
$2.85M +$2.84M +85,583 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.85M +$44.9K +1,352 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.69M +$671K +20,202 +67%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.67M +$104K +3,126 +7%
FAIM
18
Financial Advocates Investment Management
Washington
$1.2M +$808K +24,340 +210%
WP
19
WealthShield Partners
North Carolina
$1.02M +$704K +21,215 +229%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$985K +$981K +29,550 New
Jane Street
21
Jane Street
New York
$841K -$374K -11,270 -31%
GLA
22
Good Life Advisors
Pennsylvania
$674K +$167K +5,035 +33%
SPC
23
Sigma Planning Corp
Michigan
$673K +$42.6K +1,284 +7%
FF
24
Fluent Financial
Texas
$540K -$55.2K -1,662 -9%
OC
25
Oppenheimer & Co
New York
$474K +$18.9K +570 +4%

PTMC Hedge Fund Activity: Q3 2018 in Review

46 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q3 2018, worth a combined $329M — up 20% from $275M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PTMC positions and 5 closed out — a net gain of 4 holders — while 26 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.43M. The largest seller was Hilltop Holdings, exiting entirely with an estimated $1.02M sold.

  • 46 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q3 2018, up from 42 in Q2 2018.
  • Funds reported $329M of Pacer Trendpilot US Mid Cap ETF stock for Q3 2018, up 20% quarter-over-quarter.
  • 9 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q3 2018 and 5 closed out, a net change of +4 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q3 2018 was Morgan Stanley, an estimated $6.43M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q3 2018 was Hilltop Holdings, an estimated $1.02M sold.

Based on aggregated 13F filings for Q3 2018.