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Pacer Trendpilot US Mid Cap ETF

62 hedge funds and large institutions have $233M invested in Pacer Trendpilot US Mid Cap ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

3% less funds holding

Funds holding: 6462 (-2)

4.34% less ownership

Funds ownership: 57.14%52.81% (-4.3%)

7% less capital invested

Capital invested by funds: $250M → $233M (-$16.9M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$41.1M +$1.12M +31,578 +3%
Morgan Stanley
2
Morgan Stanley
New York
$33.6M -$1.65M -46,348 -5%
Bank of America
3
Bank of America
North Carolina
$32.7M -$7.32M -206,234 -18%
Wells Fargo
4
Wells Fargo
California
$26.3M -$9.87M -277,949 -27%
LPL Financial
5
LPL Financial
California
$16.8M +$1.03M +28,951 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12M +$6.28M +176,927 +109%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.66M +$557K +15,684 +8%
UBS Group
8
UBS Group
Switzerland
$7.53M -$3.44M -96,919 -31%
WI
9
WBI Investments
New Jersey
$6.44M +$5.72M +161,036 +786%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.32M +$853K +24,013 +19%
RJA
11
Raymond James & Associates
Florida
$4.86M -$609K -17,163 -11%
IAIM
12
International Assets Investment Management
Florida
$3.91M -$3.75M -105,555 -48%
LFAS
13
Level Four Advisory Services
Texas
$3.54M +$643K +18,112 +22%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.5M -$83.8K -2,359 -2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3M +$1.66M +46,647 +124%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.76M -$103K -2,907 -4%
FAIM
17
Financial Advocates Investment Management
Washington
$2.08M +$136K +3,830 +7%
EP
18
Eudaimonia Partners
Tennessee
$1.93M +$255K +7,188 +15%
CA
19
Cetera Advisors
Colorado
$1.73M +$121K +3,418 +8%
MWA
20
Meridian Wealth Advisors
Texas
$1.68M -$353K -9,950 -17%
Citadel Advisors
21
Citadel Advisors
Florida
$1.38M -$1.11M -31,402 -45%
HI
22
Harbour Investments
Wisconsin
$1.18M +$13.7K +386 +1%
SPC
23
Sigma Planning Corp
Michigan
$917K -$9.91K -279 -1%
PAG
24
Private Advisor Group
New Jersey
$867K -$35.5K -1,000 -4%
ARC
25
Advisor Resource Council
Texas
$857K +$858K +24,156 New

PTMC Hedge Fund Activity: Q2 2021 in Review

62 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q2 2021, worth a combined $233M — down 6.8% from $250M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PTMC and 4 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 21 added.

The largest buyer was Royal Bank of Canada, adding an estimated $6.28M. The largest seller was Wells Fargo, cutting an estimated $9.87M.

  • 62 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q2 2021, down from 64 in Q1 2021.
  • Funds reported $233M of Pacer Trendpilot US Mid Cap ETF stock for Q2 2021, down 6.8% quarter-over-quarter.
  • 4 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q2 2021 and 5 closed out, a net change of -1 holder.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q2 2021 was Royal Bank of Canada, an estimated $6.28M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q2 2021 was Wells Fargo, an estimated $9.87M sold.

Based on aggregated 13F filings for Q2 2021.