We are live on ! Find out more
PTMC icon

Pacer Trendpilot US Mid Cap ETF

61 hedge funds and large institutions have $397M invested in Pacer Trendpilot US Mid Cap ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

15% more funds holding

Funds holding: 5361 (+8)

7% more capital invested

Capital invested by funds: $372M → $397M (+$25.5M)

4.88% more ownership

Funds ownership: 58.14%63.02% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
23
Reduced
17
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
$79.4M -$5.22M -170,299 -6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$65.8M +$636K +20,740 +1%
Bank of America
3
Bank of America
North Carolina
$50.7M +$9.85M +321,155 +24%
Wells Fargo
4
Wells Fargo
California
$46.6M +$6.34M +206,720 +16%
UBS Group
5
UBS Group
Switzerland
$34.6M +$8.82M +287,676 +34%
LPL Financial
6
LPL Financial
California
$29.9M +$7.6M +247,839 +34%
GWAG
7
Garrett Wealth Advisory Group
Texas
$14.8M -$273K -8,909 -2%
AG
8
Advisor Group
Arizona
$13.1M +$838K +27,322 +7%
RJA
9
Raymond James & Associates
Florida
$8.38M -$4.28M -139,539 -34%
SI
10
Stephens Inc
Arkansas
$6.66M +$2.14M +69,658 +47%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$5.33M +$585K +19,067 +12%
SIG
12
Sargent Investment Group
Maryland
$3.23M +$140K +4,560 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.12M -$1.26M -40,991 -29%
WP
14
WealthShield Partners
North Carolina
$3.07M +$1.51M +49,108 +94%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3M +$1.53M +49,891 +102%
FAIM
16
Financial Advocates Investment Management
Washington
$2.99M +$389K +12,680 +15%
PAG
17
Private Advisor Group
New Jersey
$2.7M +$407K +13,277 +18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.69M +$366K +11,921 +16%
MIAN
19
Mariner Independent Advisor Network
Kansas
$2.38M +$118K +3,850 +5%
SPC
20
Sigma Planning Corp
Michigan
$1.96M +$983K +32,057 +99%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.66M -$700K -22,808 -29%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.31M -$296K -9,657 -18%
MWA
23
Meridian Wealth Advisors
Texas
$1.03M +$1.04M +33,859 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.01M +$1.02M +33,141 New
BTS
25
BB&T Securities
Virginia
$897K +$907K +29,562 New

PTMC Hedge Fund Activity: Q1 2019 in Review

61 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2019, worth a combined $397M — up 6.9% from $372M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PTMC positions and 6 closed out — a net gain of 8 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $9.85M. The largest seller was Morgan Stanley, cutting an estimated $5.22M.

  • 61 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2019, up from 53 in Q4 2018.
  • Funds reported $397M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2019, up 6.9% quarter-over-quarter.
  • 14 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2019 and 6 closed out, a net change of +8 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2019 was Bank of America, an estimated $9.85M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2019 was Morgan Stanley, an estimated $5.22M sold.

Based on aggregated 13F filings for Q1 2019.