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Pacer Trendpilot US Mid Cap ETF

69 hedge funds and large institutions have $248M invested in Pacer Trendpilot US Mid Cap ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

5% more funds holding

Funds holding: 6669 (+3)

3% more capital invested

Capital invested by funds: $241M → $248M (+$6.83M)

1.2% less ownership

Funds ownership: 56.58%55.38% (-1.2%)

31% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 26

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
26
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$41.9M -$186K -5,150 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$35.1M +$729K +20,127 +2%
Bank of America
3
Bank of America
North Carolina
$32.2M -$667K -18,417 -2%
Wells Fargo
4
Wells Fargo
California
$24.1M -$1.66M -45,981 -7%
LPL Financial
5
LPL Financial
California
$20.4M -$115K -3,178 -0.6%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$14.1M +$1.55M +42,760 +12%
WI
7
WBI Investments
New Jersey
$8.11M +$838K +23,153 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.62M +$654K +18,069 +10%
UBS Group
9
UBS Group
Switzerland
$7.12M -$624K -17,236 -8%
RJA
10
Raymond James & Associates
Florida
$6.02M +$1.28M +35,460 +27%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.79M -$1.17M -32,407 -17%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.31M -$19.9K -549 -0.4%
LFAS
13
Level Four Advisory Services
Texas
$3.76M +$52K +1,436 +1%
IAIM
14
International Assets Investment Management
Florida
$3.56M -$239K -6,596 -6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.45M -$99.8K -2,758 -3%
NA
16
NewEdge Advisors
Louisiana
$3.33M +$1.47M +40,536 +80%
Citadel Advisors
17
Citadel Advisors
Florida
$3.26M +$1.64M +45,278 +103%
FAIM
18
Financial Advocates Investment Management
Washington
$2.51M +$199K +5,497 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.45M -$50.7K -1,400 -2%
JCM
20
J2 Capital Management
Michigan
$2.12M +$2.1M +58,053 New
CA
21
Cetera Advisors
Colorado
$2.06M -$449K -12,399 -18%
Stifel Financial
22
Stifel Financial
Missouri
$1.19M +$711K +19,640 +151%
MWA
23
Meridian Wealth Advisors
Texas
$1.14M
SPC
24
Sigma Planning Corp
Michigan
$942K -$14.3K -396 -2%
ARC
25
Advisor Resource Council
Texas
$886K -$200K -5,519 -19%

PTMC Hedge Fund Activity: Q4 2021 in Review

69 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2021, worth a combined $248M — up 2.8% from $241M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PTMC positions and 2 closed out — a net gain of 7 holders — while 18 added to existing stakes and 26 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.64M. The largest seller was Susquehanna International Group, cutting an estimated $2.11M.

  • 69 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2021, up from 66 in Q3 2021.
  • Funds reported $248M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 9 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2021 and 2 closed out, a net change of +7 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2021 was Citadel Advisors, an estimated $1.64M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2021 was Susquehanna International Group, an estimated $2.11M sold.

Based on aggregated 13F filings for Q4 2021.