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Pacer Trendpilot US Mid Cap ETF

69 hedge funds and large institutions have $239M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 62.09%63% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $250M → $239M (-$10.1M)

4% less funds holding

Funds holding: 7269 (-3)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
20
Reduced
29
Closed
8
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
$33.3M -$844K -25,636 -2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.4M -$1.92M -58,336 -6%
Morgan Stanley
3
Morgan Stanley
New York
$27M +$43.2K +1,313 +0.2%
Wells Fargo
4
Wells Fargo
California
$20.1M +$28.9K +878 +0.1%
LPL Financial
5
LPL Financial
California
$17.2M +$195K +5,915 +1%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$10.1M +$718K +21,797 +7%
WI
7
WBI Investments
New Jersey
$10.1M -$505K -15,322 -5%
CAN
8
Cetera Advisor Networks
California
$9.63M +$103K +3,125 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.2M +$3.95M +119,953 +70%
UBS Group
10
UBS Group
Switzerland
$8.12M -$545K -16,546 -6%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.12M +$298K +9,056 +4%
JCM
12
J2 Capital Management
Michigan
$6.32M +$1.36M +41,173 +26%
MW
13
MBL Wealth
North Carolina
$5.68M +$269K +8,171 +5%
LFAS
14
Level Four Advisory Services
Texas
$5.09M -$375K -11,385 -7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.93M +$187K +5,684 +5%
NA
16
NewEdge Advisors
Louisiana
$3.79M +$891K +27,074 +29%
CA
17
Cetera Advisors
Colorado
$2.9M -$744K -22,606 -20%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.5M -$454K -13,786 -15%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.35M -$377K -11,459 -13%
Stifel Financial
20
Stifel Financial
Missouri
$2.1M +$166K +5,037 +8%
EF
21
Empirical Finance
Pennsylvania
$1.85M
FAIM
22
Financial Advocates Investment Management
Washington
$1.78M -$135K -4,102 -7%
RJA
23
Raymond James & Associates
Florida
$1.67M -$5.53K -168 -0.3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.5M +$327K +9,925 +26%
MCA
25
Magnolia Capital Advisors
Mississippi
$1.4M +$58K +1,760 +4%

PTMC Hedge Fund Activity: Q3 2023 in Review

69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q3 2023, worth a combined $239M — down 4% from $250M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PTMC and 5 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 20 added.

The largest buyer was Royal Bank of Canada, adding an estimated $3.95M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.92M.

  • 69 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q3 2023, down from 72 in Q2 2023.
  • Funds reported $239M of Pacer Trendpilot US Mid Cap ETF stock for Q3 2023, down 4% quarter-over-quarter.
  • 5 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q3 2023 was Royal Bank of Canada, an estimated $3.95M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2023.