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Pacer Trendpilot US Mid Cap ETF

66 hedge funds and large institutions have $241M invested in Pacer Trendpilot US Mid Cap ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

6% more funds holding

Funds holding: 6266 (+4)

3.77% more ownership

Funds ownership: 52.81%56.58% (+3.8%)

4% more capital invested

Capital invested by funds: $233M → $241M (+$8.41M)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$40.4M -$291K -8,197 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$32.9M -$259K -7,291 -0.8%
Bank of America
3
Bank of America
North Carolina
$31.5M -$792K -22,322 -2%
Wells Fargo
4
Wells Fargo
California
$24.8M -$1.25M -35,306 -5%
LPL Financial
5
LPL Financial
California
$19.7M +$3.04M +85,743 +18%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$12M +$12.1M +342,087 New
UBS Group
7
UBS Group
Switzerland
$7.44M -$9.19K -259 -0.1%
WI
8
WBI Investments
New Jersey
$6.99M +$708K +19,967 +11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.69M -$5.28M -148,891 -44%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.68M -$916K -25,812 -12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.12M -$150K -4,235 -3%
RJA
12
Raymond James & Associates
Florida
$4.53M -$277K -7,801 -6%
MW
13
MBL Wealth
North Carolina
$4.03M +$4.07M +114,624 New
LFAS
14
Level Four Advisory Services
Texas
$3.56M +$50.1K +1,412 +1%
IAIM
15
International Assets Investment Management
Florida
$3.52M -$366K -10,328 -9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.41M -$56.3K -1,587 -2%
CA
17
Cetera Advisors
Colorado
$2.42M +$711K +20,047 +41%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.4M -$333K -9,385 -12%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.31M -$664K -18,725 -22%
FAIM
20
Financial Advocates Investment Management
Washington
$2.22M +$163K +4,598 +8%
EP
21
Eudaimonia Partners
Tennessee
$1.93M +$20.9K +589 +1%
NA
22
NewEdge Advisors
Louisiana
$1.77M +$1.2M +33,784 +202%
Citadel Advisors
23
Citadel Advisors
Florida
$1.54M +$180K +5,074 +13%
HI
24
Harbour Investments
Wisconsin
$1.21M +$37.6K +1,060 +3%
MWA
25
Meridian Wealth Advisors
Texas
$1.09M -$577K -16,275 -34%

PTMC Hedge Fund Activity: Q3 2021 in Review

66 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q3 2021, worth a combined $241M — up 3.6% from $233M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PTMC positions and 4 closed out — a net gain of 5 holders — while 16 added to existing stakes and 24 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $12.1M. The largest seller was Royal Bank of Canada, cutting an estimated $5.28M.

  • 66 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q3 2021, up from 62 in Q2 2021.
  • Funds reported $241M of Pacer Trendpilot US Mid Cap ETF stock for Q3 2021, up 3.6% quarter-over-quarter.
  • 9 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q3 2021 and 4 closed out, a net change of +5 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q3 2021 was Pacer Advisors, an estimated $12.1M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $5.28M sold.

Based on aggregated 13F filings for Q3 2021.