We are live on ! Find out more
PTMC icon

Pacer Trendpilot US Mid Cap ETF

53 hedge funds and large institutions have $372M invested in Pacer Trendpilot US Mid Cap ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

15% more funds holding

Funds holding: 4653 (+7)

13% more capital invested

Capital invested by funds: $329M → $372M (+$42.4M)

7.93% less ownership

Funds ownership: 66.07%58.14% (-7.9%)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
22
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$85.9M +$10.7M +340,795 +14%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$66.2M +$3.05M +97,586 +5%
Bank of America
3
Bank of America
North Carolina
$41.6M +$11.1M +356,633 +36%
Wells Fargo
4
Wells Fargo
California
$41M +$11M +353,234 +36%
UBS Group
5
UBS Group
Switzerland
$26.3M +$7.02M +224,516 +36%
LPL Financial
6
LPL Financial
California
$22.8M -$163K -5,222 -0.7%
GWAG
7
Garrett Wealth Advisory Group
Texas
$15.3M +$15.5M +496,186 New
RJA
8
Raymond James & Associates
Florida
$12.8M +$4.12M +131,776 +46%
AG
9
Advisor Group
Arizona
$12.5M +$1.29M +41,114 +11%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$4.83M +$1.44M +46,217 +42%
SI
11
Stephens Inc
Arkansas
$4.62M +$1.75M +55,836 +60%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.44M -$574K -18,370 -11%
SIG
13
Sargent Investment Group
Maryland
$3.14M +$3.18M +101,837 New
FAIM
14
Financial Advocates Investment Management
Washington
$2.64M +$1.56M +49,817 +139%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.39M +$2.42M +77,528 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.37M +$667K +21,339 +39%
Ameriprise
17
Ameriprise
Minnesota
$2.34M +$2.37M +75,771 New
PAG
18
Private Advisor Group
New Jersey
$2.33M -$3.16M -101,061 -57%
MIAN
19
Mariner Independent Advisor Network
Kansas
$2.3M -$344K -11,013 -13%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.63M +$79.7K +2,551 +5%
WP
21
WealthShield Partners
North Carolina
$1.6M +$673K +21,539 +71%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.51M -$49.8K -1,594 -3%
HH
23
Hilltop Holdings
Texas
$1.39M +$1.41M +45,017 New
IA
24
IFP Advisors
Florida
$1.28M +$886K +28,347 +213%
ACM
25
Allred Capital Management
Texas
$1.05M +$1.07M +34,089 New

PTMC Hedge Fund Activity: Q4 2018 in Review

53 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2018, worth a combined $372M — up 13% from $329M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PTMC positions and 7 closed out — a net gain of 7 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $11.1M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $8.75M.

  • 53 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2018, up from 46 in Q3 2018.
  • Funds reported $372M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2018, up 13% quarter-over-quarter.
  • 14 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2018 and 7 closed out, a net change of +7 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2018 was Bank of America, an estimated $11.1M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2018 was Steward Partners Investment Advisory, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2018.