Pacer Trendpilot US Mid Cap ETF
PTMC
75 hedge funds and large institutions have $259M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 37 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
9% more funds holding
Funds holding: 69 → 75 (+6)
8% more capital invested
Capital invested by funds: $239M → $259M (+$19.3M)
7.96% more ownership
Funds ownership: 63% → 70.96% (+8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
68% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$28.8M |
| 2 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$11.9M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$5.07M |
| 4 |
CG
Clarus Group
Houston,
Texas
|
+$1.16M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$18.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.03M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.07M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.05M |
PTMC Hedge Fund Activity: Q4 2023 in Review
75 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2023, worth a combined $259M — up 8.1% from $239M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PTMC positions and 4 closed out — a net gain of 7 holders — while 12 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $28.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $18.8M.
- 75 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2023, up from 69 in Q3 2023.
- Funds reported $259M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2023, up 8.1% quarter-over-quarter.
- 11 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2023 and 4 closed out, a net change of +7 holders.
- The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $28.8M added.
- The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $18.8M sold.
Based on aggregated 13F filings for Q4 2023.