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Pacer Trendpilot US Mid Cap ETF

67 hedge funds and large institutions have $238M invested in Pacer Trendpilot US Mid Cap ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

18% more funds holding

Funds holding: 5767 (+10)

16% more capital invested

Capital invested by funds: $206M → $238M (+$32.2M)

2.73% more ownership

Funds ownership: 52.42%55.15% (+2.7%)

54% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 28

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
13
Reduced
28
Closed
3
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
$39.2M -$3.83M -124,724 -9%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$36.8M -$2.62M -85,230 -7%
Morgan Stanley
3
Morgan Stanley
New York
$33.5M -$2.96M -96,370 -9%
Wells Fargo
4
Wells Fargo
California
$31.8M -$1.2M -39,038 -4%
LPL Financial
5
LPL Financial
California
$14.9M -$1.13M -36,763 -7%
UBS Group
6
UBS Group
Switzerland
$9.55M -$636K -20,715 -7%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$8.33M +$1.13M +36,745 +17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.25M -$594K -19,346 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.49M -$764K -24,877 -11%
RJA
10
Raymond James & Associates
Florida
$5.82M -$161K -5,225 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.72M -$2.19M -71,193 -38%
MW
12
MBL Wealth
North Carolina
$3.41M +$3.22M +104,716 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.37M -$312K -10,167 -9%
IAIM
14
International Assets Investment Management
Florida
$3.23M +$3.34M +108,574 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.59M -$116K -3,782 -5%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.53M +$1.87M +60,764 +362%
MWA
17
Meridian Wealth Advisors
Texas
$2.17M +$1.5K +49 +0.1%
LFAS
18
Level Four Advisory Services
Texas
$2.14M +$107K +3,487 +6%
FAIM
19
Financial Advocates Investment Management
Washington
$1.79M -$449K -14,606 -21%
EP
20
Eudaimonia Partners
Tennessee
$1.66M +$119K +3,868 +8%
CA
21
Cetera Advisors
Colorado
$1.45M +$14.4K +469 +1%
Citadel Advisors
22
Citadel Advisors
Florida
$1.19M -$41K -1,336 -4%
AL
23
ADE LLC
Maryland
$1.18M +$1.11M +36,286 New
PAG
24
Private Advisor Group
New Jersey
$975K -$353K -11,482 -28%
Stifel Financial
25
Stifel Financial
Missouri
$940K -$535K -17,425 -38%

PTMC Hedge Fund Activity: Q4 2020 in Review

67 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2020, worth a combined $238M — up 16% from $206M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PTMC positions and 3 closed out — a net gain of 10 holders — while 13 added to existing stakes and 28 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $3.34M. The largest seller was Bank of America, cutting an estimated $3.83M.

  • 67 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2020, up from 57 in Q3 2020.
  • Funds reported $238M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 13 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2020 and 3 closed out, a net change of +10 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2020 was International Assets Investment Management, an estimated $3.34M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2020 was Bank of America, an estimated $3.83M sold.

Based on aggregated 13F filings for Q4 2020.