We are live on ! Find out more
PTMC icon

Pacer Trendpilot US Mid Cap ETF

71 hedge funds and large institutions have $311M invested in Pacer Trendpilot US Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.29% more ownership

Funds ownership: 55.41%57.7% (+2.3%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

3% less funds holding

Funds holding: 7371 (-2)

10% less capital invested

Capital invested by funds: $345M → $311M (-$33.9M)

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
24
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$66.6M +$17.1M +573,954 +32%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$49.3M -$6.65M -223,924 -11%
Morgan Stanley
3
Morgan Stanley
New York
$44.3M -$16.2M -546,336 -26%
Wells Fargo
4
Wells Fargo
California
$27.9M -$6.67M -224,565 -19%
LPL Financial
5
LPL Financial
California
$19.3M +$1.42M +47,919 +8%
UBS Group
6
UBS Group
Switzerland
$17.7M -$5.42M -182,530 -23%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$10.8M +$6.96M +234,313 +161%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.15M +$1.18M +39,814 +19%
Stifel Financial
9
Stifel Financial
Missouri
$6.48M +$272K +9,143 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.94M +$17.1M +574,397 New
RJA
11
Raymond James & Associates
Florida
$5.41M +$798K +26,862 +16%
Pacer Advisors
12
Pacer Advisors
Pennsylvania
$5.13M +$2.56M +86,123 +91%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5M +$2.59M +87,275 +98%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.94M -$2.13M -71,602 -29%
MHS
15
M Holdings Securities
Oregon
$3.98M +$3.24M +109,129 +349%
FAIM
16
Financial Advocates Investment Management
Washington
$2.82M +$807K +27,140 +37%
MWA
17
Meridian Wealth Advisors
Texas
$2.42M -$140K -4,707 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.98M -$176K -5,915 -8%
PAG
19
Private Advisor Group
New Jersey
$1.85M -$95K -3,198 -5%
SI
20
Stephens Inc
Arkansas
$1.51M -$465K -15,637 -23%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$1.51M +$1.58M +53,209 New
FI
22
FormulaFolio Investments
Michigan
$1.46M +$500K +16,839 +48%
Citadel Advisors
23
Citadel Advisors
Florida
$1.41M +$596K +20,055 +67%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.37M +$60.8K +2,047 +4%
LFAS
25
Level Four Advisory Services
Texas
$1.29M +$554K +18,655 +69%

PTMC Hedge Fund Activity: Q1 2020 in Review

71 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2020, worth a combined $311M — down 9.8% from $345M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PTMC positions and 12 closed out — a net gain of 1 holder — while 24 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $17.1M. The largest seller was Morgan Stanley, cutting an estimated $16.2M.

  • 71 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2020, down from 73 in Q4 2019.
  • Funds reported $311M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2020, down 9.8% quarter-over-quarter.
  • 13 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2020 and 12 closed out, a net change of +1 holder.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2020 was Bank of America, an estimated $17.1M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2020 was Morgan Stanley, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2020.