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Pacer Trendpilot US Mid Cap ETF

73 hedge funds and large institutions have $262M invested in Pacer Trendpilot US Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

6% more funds holding

Funds holding: 6973 (+4)

5% more capital invested

Capital invested by funds: $248M → $262M (+$13.6M)

3.74% more ownership

Funds ownership: 55.38%59.12% (+3.7%)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
27
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$39.6M +$65.9K +1,890 +0.2%
Bank of America
2
Bank of America
North Carolina
$39.2M +$8.99M +257,676 +29%
Morgan Stanley
3
Morgan Stanley
New York
$35.6M +$2.54M +72,931 +8%
Wells Fargo
4
Wells Fargo
California
$22.6M -$198K -5,681 -0.9%
LPL Financial
5
LPL Financial
California
$19.4M +$161K +4,603 +0.8%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$13.6M +$334K +9,574 +2%
WI
7
WBI Investments
New Jersey
$8.8M +$1.18M +33,816 +15%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.53M +$572K +16,400 +8%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$6.8M +$6.87M +196,778 New
UBS Group
10
UBS Group
Switzerland
$6.79M +$80.8K +2,316 +1%
LFAS
11
Level Four Advisory Services
Texas
$6.01M +$2.5M +71,574 +70%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.45M -$4.85K -139 -0.1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.12M +$111K +3,194 +2%
MW
14
MBL Wealth
North Carolina
$4.7M +$4.75M +136,233 New
RJA
15
Raymond James & Associates
Florida
$4.27M -$1.42M -40,707 -25%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.41M +$154K +4,406 +5%
NA
17
NewEdge Advisors
Louisiana
$3.18M +$43.4K +1,244 +1%
JCM
18
J2 Capital Management
Michigan
$2.83M +$841K +24,092 +42%
FAIM
19
Financial Advocates Investment Management
Washington
$2.41M +$37.5K +1,074 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.33M +$13.2K +378 +0.6%
CA
21
Cetera Advisors
Colorado
$2.08M +$140K +4,012 +7%
EP
22
Eudaimonia Partners
Tennessee
$1.98M +$2.01M +57,495 New
Stifel Financial
23
Stifel Financial
Missouri
$1.54M +$415K +11,893 +36%
MWA
24
Meridian Wealth Advisors
Texas
$1.07M
PCA
25
Providence Capital Advisors
North Carolina
$862K +$872 +25 New

PTMC Hedge Fund Activity: Q1 2022 in Review

73 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2022, worth a combined $262M — up 5.5% from $248M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PTMC positions and 8 closed out — a net gain of 7 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $8.99M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $3.56M sold.

  • 73 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2022, up from 69 in Q4 2021.
  • Funds reported $262M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2022, up 5.5% quarter-over-quarter.
  • 15 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2022 and 8 closed out, a net change of +7 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2022 was Bank of America, an estimated $8.99M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2022 was International Assets Investment Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q1 2022.