We are live on ! Find out more
PTMC icon

Pacer Trendpilot US Mid Cap ETF

66 hedge funds and large institutions have $348M invested in Pacer Trendpilot US Mid Cap ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 6266 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.83% less ownership

Funds ownership: 54.86%54.03% (-0.83%)

7% less capital invested

Capital invested by funds: $376M → $348M (-$27.4M)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
19
Reduced
29
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
$67.2M -$332K -11,489 -0.5%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$59.5M -$6.86M -237,204 -10%
Bank of America
3
Bank of America
North Carolina
$49.3M +$1.99M +68,749 +4%
Wells Fargo
4
Wells Fargo
California
$38.8M -$7.62M -263,198 -17%
UBS Group
5
UBS Group
Switzerland
$26.9M -$5.18M -179,188 -16%
LPL Financial
6
LPL Financial
California
$19.4M -$6.6M -228,004 -26%
GWAG
7
Garrett Wealth Advisory Group
Texas
$14.6M +$246K +8,514 +2%
RJA
8
Raymond James & Associates
Florida
$7.3M -$1.6M -55,459 -18%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$6.76M +$566K +19,571 +9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.66M -$415K -14,359 -6%
Stifel Financial
11
Stifel Financial
Missouri
$6.06M +$117K +4,052 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.94M +$1.75M +60,615 +56%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.97M -$192K -6,640 -5%
AG
14
Advisor Group
Arizona
$3.96M -$864K -29,861 -18%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.48M +$3.07M +106,025 +793%
MWA
16
Meridian Wealth Advisors
Texas
$2.73M +$1.64M +56,674 +153%
FAIM
17
Financial Advocates Investment Management
Washington
$2.35M -$292K -10,090 -11%
Pacer Advisors
18
Pacer Advisors
Pennsylvania
$2.1M +$1.16M +40,050 +125%
PAG
19
Private Advisor Group
New Jersey
$2.1M -$97.2K -3,359 -4%
SI
20
Stephens Inc
Arkansas
$2.08M -$4.2M -145,045 -67%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.88M -$138K -4,786 -7%
BAM
22
Belpointe Asset Management
Nevada
$1.5M -$52.4K -1,810 -3%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.3M +$80.5K +2,781 +7%
SPC
24
Sigma Planning Corp
Michigan
$1.1M -$579K -20,025 -35%
CA
25
Cetera Advisors
Colorado
$970K +$54.5K +1,883 +6%

PTMC Hedge Fund Activity: Q3 2019 in Review

66 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q3 2019, worth a combined $348M — down 7.3% from $376M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PTMC positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 29 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $3.07M. The largest seller was Wells Fargo, cutting an estimated $7.62M.

  • 66 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q3 2019, up from 62 in Q2 2019.
  • Funds reported $348M of Pacer Trendpilot US Mid Cap ETF stock for Q3 2019, down 7.3% quarter-over-quarter.
  • 9 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q3 2019 and 5 closed out, a net change of +4 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $3.07M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q3 2019 was Wells Fargo, an estimated $7.62M sold.

Based on aggregated 13F filings for Q3 2019.