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Pacer Trendpilot US Mid Cap ETF

64 hedge funds and large institutions have $250M invested in Pacer Trendpilot US Mid Cap ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.99% more ownership

Funds ownership: 55.15%57.14% (+2%)

5% more capital invested

Capital invested by funds: $238M → $250M (+$11.3M)

4% less funds holding

Funds holding: 6764 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

54% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 28

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$39.2M -$59.8K -1,757 -0.2%
Bank of America
2
Bank of America
North Carolina
$39.2M -$2.56M -75,260 -6%
Wells Fargo
3
Wells Fargo
California
$35.5M +$1.5M +44,064 +5%
Morgan Stanley
4
Morgan Stanley
New York
$34.5M -$1.21M -35,586 -3%
LPL Financial
5
LPL Financial
California
$15.5M -$423K -12,434 -3%
UBS Group
6
UBS Group
Switzerland
$10.8M +$538K +15,799 +5%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$8.38M -$510K -14,995 -6%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.97M +$33.7K +989 +0.5%
IAIM
9
International Assets Investment Management
Florida
$6.74M +$3.81M +112,038 +103%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.66M -$3.09M -90,741 -36%
RJA
11
Raymond James & Associates
Florida
$5.36M -$838K -24,628 -14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.38M +$402K +11,813 +10%
MW
13
MBL Wealth
North Carolina
$3.69M +$43.7K +1,283 +1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.52M -$77.5K -2,278 -2%
LFAS
15
Level Four Advisory Services
Texas
$2.85M +$548K +16,103 +25%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.81M +$42.6K +1,251 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$2.44M +$1.15M +33,838 +93%
MWA
18
Meridian Wealth Advisors
Texas
$1.99M -$318K -9,334 -14%
FAIM
19
Financial Advocates Investment Management
Washington
$1.91M -$1.67K -49 -0.1%
EP
20
Eudaimonia Partners
Tennessee
$1.64M -$123K -3,605 -7%
CA
21
Cetera Advisors
Colorado
$1.58M +$26.2K +769 +2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.31M -$1.35M -39,798 -51%
HI
23
Harbour Investments
Wisconsin
$1.14M +$1.12M +32,876 New
SPC
24
Sigma Planning Corp
Michigan
$909K -$22.5K -660 -2%
PAG
25
Private Advisor Group
New Jersey
$885K -$152K -4,481 -15%

PTMC Hedge Fund Activity: Q1 2021 in Review

64 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2021, worth a combined $250M — up 4.8% from $238M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PTMC and 8 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 13 added.

The largest buyer was International Assets Investment Management, adding an estimated $3.81M. The largest seller was Royal Bank of Canada, cutting an estimated $3.09M.

  • 64 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2021, down from 67 in Q4 2020.
  • Funds reported $250M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 8 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2021 and 10 closed out, a net change of -2 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2021 was International Assets Investment Management, an estimated $3.81M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $3.09M sold.

Based on aggregated 13F filings for Q1 2021.