We are live on ! Find out more
PTMC icon

Pacer Trendpilot US Mid Cap ETF

68 hedge funds and large institutions have $235M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $244M → $235M (-$9.06M)

1.71% less ownership

Funds ownership: 62.34%60.62% (-1.7%)

9% less funds holding

Funds holding: 7568 (-7)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
21
Reduced
30
Closed
10
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
$37.1M +$2.25M +68,650 +6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.6M -$3.46M -105,263 -10%
Morgan Stanley
3
Morgan Stanley
New York
$26M -$3.63M -110,535 -12%
Wells Fargo
4
Wells Fargo
California
$20.9M -$4.26M -129,747 -16%
LPL Financial
5
LPL Financial
California
$17.4M -$320K -9,750 -2%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$10.2M -$582K -17,706 -5%
CAN
7
Cetera Advisor Networks
California
$9.38M -$116K -3,529 -1%
WI
8
WBI Investments
New Jersey
$8.74M -$859K -26,160 -9%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.94M -$227K -6,916 -3%
UBS Group
10
UBS Group
Switzerland
$7.74M +$1.44M +43,957 +22%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.18M +$3.34M +101,815 +166%
MW
12
MBL Wealth
North Carolina
$5.09M +$667K +20,299 +14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.62M -$2.8M -85,401 -37%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.72M -$33.7K -1,027 -0.9%
JCM
15
J2 Capital Management
Michigan
$3.46M +$789K +24,011 +28%
CA
16
Cetera Advisors
Colorado
$3.43M +$23.4K +713 +0.7%
NA
17
NewEdge Advisors
Louisiana
$2.96M -$205K -6,244 -6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.9M +$25.5K +776 +0.9%
LFAS
19
Level Four Advisory Services
Texas
$2.25M +$82.7K +2,517 +4%
FAIM
20
Financial Advocates Investment Management
Washington
$2.04M -$139K -4,238 -6%
EF
21
Empirical Finance
Pennsylvania
$1.86M +$1.92M +58,484 New
RJA
22
Raymond James & Associates
Florida
$1.75M +$44.9K +1,367 +3%
Stifel Financial
23
Stifel Financial
Missouri
$1.59M -$62K -1,887 -4%
KAS
24
Kestra Advisory Services
Texas
$1.54M -$104K -3,153 -6%
Citadel Advisors
25
Citadel Advisors
Florida
$1.37M +$165K +5,036 +13%

PTMC Hedge Fund Activity: Q1 2023 in Review

68 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2023, worth a combined $235M — down 3.7% from $244M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PTMC and 5 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 21 added.

The largest buyer was Susquehanna International Group, adding an estimated $3.34M. The largest seller was Bank of Montreal, cutting an estimated $6.58M.

  • 68 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2023, down from 75 in Q4 2022.
  • Funds reported $235M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 5 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2023 and 10 closed out, a net change of -5 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $3.34M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2023 was Bank of Montreal, an estimated $6.58M sold.

Based on aggregated 13F filings for Q1 2023.