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Pacer Trendpilot US Mid Cap ETF

75 hedge funds and large institutions have $268M invested in Pacer Trendpilot US Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $259M → $268M (+$9.37M)

0% more funds holding

Funds holding: 7575 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

5.51% less ownership

Funds ownership: 70.96%65.46% (-5.5%)

Holders
75
Holders Change
Holders Change %
0%
% 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
6
Increased
27
Reduced
29
Closed
6
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
$37.3M +$438K +13,063 +1%
Morgan Stanley
2
Morgan Stanley
New York
$28.3M -$33.1M -988,324 -56%
Wells Fargo
3
Wells Fargo
California
$26.2M +$3.09M +92,087 +14%
LPL Financial
4
LPL Financial
California
$18.4M -$273K -8,149 -2%
ODFS
5
O'Donnell Financial Services
California
$14.4M +$726K +21,639 +6%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.7M +$12.4M +370,404 +4,181%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$10.6M -$618K -18,415 -6%
CAN
8
Cetera Advisor Networks
California
$10.3M -$493K -14,694 -5%
WI
9
WBI Investments
New Jersey
$9.51M -$1.36M -40,561 -13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.71M -$917K -27,340 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.68M -$586K -17,488 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.87M +$924K +27,553 +17%
AAS
13
Avantax Advisory Services
Texas
$6.56M +$9.15K +273 +0.2%
MW
14
MBL Wealth
North Carolina
$6.55M +$113K +3,365 +2%
UBS Group
15
UBS Group
Switzerland
$5.73M -$1.17M -34,833 -18%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$5.57M +$5.18M +154,471 New
LFAS
17
Level Four Advisory Services
Texas
$5.34M +$200K +5,953 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.04M +$60.5K +1,803 +2%
Ameriprise
19
Ameriprise
Minnesota
$3.92M +$2.57M +76,640 +238%
CA
20
Cetera Advisors
Colorado
$3.1M -$134K -3,983 -4%
NA
21
NewEdge Advisors
Louisiana
$3.05M -$35.5K -1,058 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.69M +$23.9K +714 +1%
CG
23
Clarus Group
Texas
$2.43M +$19.2K +574 +0.9%
Stifel Financial
24
Stifel Financial
Missouri
$2.36M +$59.6K +1,776 +3%
EF
25
Empirical Finance
Pennsylvania
$2.11M

PTMC Hedge Fund Activity: Q1 2024 in Review

75 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2024, worth a combined $268M — up 3.6% from $259M a quarter earlier.

Fund positioning in PTMC was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 27 added to existing stakes and 29 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $12.4M. The largest seller was Morgan Stanley, cutting an estimated $33.1M.

  • 75 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $268M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2024, up 3.6% quarter-over-quarter.
  • 6 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $12.4M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2024.