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Pacer Trendpilot US Mid Cap ETF

75 hedge funds and large institutions have $244M invested in Pacer Trendpilot US Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

7% more funds holding

Funds holding: 7075 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.37% less ownership

Funds ownership: 63.71%62.34% (-1.4%)

9% less capital invested

Capital invested by funds: $268M → $244M (-$23.9M)

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
22
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$34.4M -$14.5M -450,816 -29%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$33.4M -$983K -30,606 -3%
Morgan Stanley
3
Morgan Stanley
New York
$29M -$4.2M -130,688 -12%
Wells Fargo
4
Wells Fargo
California
$24.6M +$5.5M +171,069 +28%
LPL Financial
5
LPL Financial
California
$17.4M -$1.18M -36,874 -6%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$10.6M -$287K -8,925 -3%
WI
7
WBI Investments
New Jersey
$9.4M -$207K -6,452 -2%
CAN
8
Cetera Advisor Networks
California
$9.34M +$631K +19,632 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$8.01M -$42K -1,308 -0.5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.21M +$2.21M +68,678 +42%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$6.29M +$856K +26,646 +15%
UBS Group
12
UBS Group
Switzerland
$6.24M -$5.72M -178,098 -47%
MW
13
MBL Wealth
North Carolina
$4.37M +$189K +5,873 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.73M -$410K -12,750 -10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.69M +$6.42K +200 +0.2%
CA
16
Cetera Advisors
Colorado
$3.35M -$187K -5,820 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.82M -$221K -6,868 -7%
JCM
18
J2 Capital Management
Michigan
$2.65M -$68.7K -2,140 -2%
FAIM
19
Financial Advocates Investment Management
Washington
$2.14M +$18.6K +578 +0.9%
LFAS
20
Level Four Advisory Services
Texas
$2.13M -$4.32M -134,483 -66%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.91M +$1.02M +31,654 +107%
RJA
22
Raymond James & Associates
Florida
$1.68M -$603K -18,784 -26%
Stifel Financial
23
Stifel Financial
Missouri
$1.62M -$43.1K -1,342 -3%
KAS
24
Kestra Advisory Services
Texas
$1.61M +$1.45M +45,130 +692%
WMWM
25
Whitaker-Myers Wealth Managers
Ohio
$1.22M +$1.25M +39,055 New

PTMC Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2022, worth a combined $244M — down 8.9% from $268M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PTMC positions and 5 closed out — a net gain of 7 holders — while 22 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.5M. The largest seller was Bank of America, cutting an estimated $14.5M.

  • 75 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $244M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2022, down 8.9% quarter-over-quarter.
  • 12 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2022 and 5 closed out, a net change of +7 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2022 was Wells Fargo, an estimated $5.5M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2022 was Bank of America, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2022.