We are live on ! Find out more
PTMC icon

Pacer Trendpilot US Mid Cap ETF

72 hedge funds and large institutions have $250M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

6% more capital invested

Capital invested by funds: $235M → $250M (+$14.8M)

6% more funds holding

Funds holding: 6872 (+4)

1.47% more ownership

Funds ownership: 60.62%62.09% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
24
Reduced
26
Closed
1
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
$35.6M -$2.83M -88,613 -8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.5M -$1.17M -36,693 -4%
Morgan Stanley
3
Morgan Stanley
New York
$28.1M +$1.13M +35,323 +4%
Wells Fargo
4
Wells Fargo
California
$21M -$704K -22,017 -3%
LPL Financial
5
LPL Financial
California
$17.7M -$313K -9,784 -2%
WI
6
WBI Investments
New Jersey
$11M +$1.9M +59,412 +22%
CAN
7
Cetera Advisor Networks
California
$9.95M +$211K +6,589 +2%
Pacer Advisors
8
Pacer Advisors
Pennsylvania
$9.83M -$751K -23,484 -7%
UBS Group
9
UBS Group
Switzerland
$9.03M +$967K +30,249 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.18M -$50.1K -1,568 -0.6%
LFAS
11
Level Four Advisory Services
Texas
$5.69M +$3.26M +101,984 +144%
MW
12
MBL Wealth
North Carolina
$5.66M +$365K +11,418 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.65M +$828K +25,910 +18%
JCM
14
J2 Capital Management
Michigan
$5.25M +$1.6M +50,202 +46%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.92M +$55.5K +1,735 +1%
CA
16
Cetera Advisors
Colorado
$3.77M +$207K +6,470 +6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.07M +$58.5K +1,830 +2%
NA
18
NewEdge Advisors
Louisiana
$3.06M -$16.6K -520 -0.6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.83M -$1.15M -35,845 -29%
Stifel Financial
20
Stifel Financial
Missouri
$2.02M +$365K +11,430 +23%
FAIM
21
Financial Advocates Investment Management
Washington
$1.99M -$120K -3,738 -6%
EF
22
Empirical Finance
Pennsylvania
$1.93M
RJA
23
Raymond James & Associates
Florida
$1.75M -$67.5K -2,112 -4%
KAS
24
Kestra Advisory Services
Texas
$1.51M -$84.4K -2,639 -5%
MCA
25
Magnolia Capital Advisors
Mississippi
$1.45M +$1.41M +44,077 New

PTMC Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q2 2023, worth a combined $250M — up 6.3% from $235M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PTMC positions and 1 closed out — a net gain of 4 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Level Four Advisory Services, adding an estimated $3.26M. The largest seller was Susquehanna International Group, cutting an estimated $4M.

  • 72 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q2 2023, up from 68 in Q1 2023.
  • Funds reported $250M of Pacer Trendpilot US Mid Cap ETF stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 5 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q2 2023 and 1 closed out, a net change of +4 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q2 2023 was Level Four Advisory Services, an estimated $3.26M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q2 2023 was Susquehanna International Group, an estimated $4M sold.

Based on aggregated 13F filings for Q2 2023.