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Pacer Trendpilot US Mid Cap ETF

72 hedge funds and large institutions have $242M invested in Pacer Trendpilot US Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

4% less funds holding

Funds holding: 7572 (-3)

5.05% less ownership

Funds ownership: 65.46%60.41% (-5%)

10% less capital invested

Capital invested by funds: $268M → $242M (-$26.5M)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
21
Reduced
25
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
$35.4M -$629K -18,033 -2%
Morgan Stanley
2
Morgan Stanley
New York
$27.3M -$24.9K -715 -0.1%
Wells Fargo
3
Wells Fargo
California
$26.8M +$1.45M +41,686 +6%
LPL Financial
4
LPL Financial
California
$17.9M +$150K +4,300 +0.8%
ODFS
5
O'Donnell Financial Services
California
$16.5M +$2.59M +74,332 +19%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.2M -$23.6K -677 -0.2%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$9.55M -$722K -20,719 -7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.27M +$2.64M +75,682 +40%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.06M -$348K -9,989 -4%
WI
10
WBI Investments
New Jersey
$6.93M -$2.26M -64,768 -25%
MW
11
MBL Wealth
North Carolina
$6.59M +$270K +7,740 +4%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$6.39M +$1.02M +29,319 +19%
LFAS
13
Level Four Advisory Services
Texas
$5.66M +$10.6K +303 +0.2%
UBS Group
14
UBS Group
Switzerland
$5.56M +$31.3K +897 +0.6%
AAS
15
Avantax Advisory Services
Texas
$4.81M -$1.53M -43,834 -24%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.88M -$27.9K -799 -0.7%
Ameriprise
17
Ameriprise
Minnesota
$3.86M +$71.4K +2,048 +2%
NA
18
NewEdge Advisors
Louisiana
$3.28M +$331K +9,498 +11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.51M -$92.1K -2,643 -4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.5M +$940K +26,970 +60%
Stifel Financial
21
Stifel Financial
Missouri
$2.24M -$34.9K -1,002 -2%
EF
22
Empirical Finance
Pennsylvania
$2.03M
Osaic Holdings
23
Osaic Holdings
Arizona
$1.79M -$5.64M -161,881 -76%
FAIM
24
Financial Advocates Investment Management
Washington
$1.69M -$42.6K -1,222 -2%
Citadel Advisors
25
Citadel Advisors
Florida
$1.38M +$773K +22,162 +127%

PTMC Hedge Fund Activity: Q2 2024 in Review

72 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q2 2024, worth a combined $242M — down 9.9% from $268M a quarter earlier.

Fund positioning in PTMC was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 21 added to existing stakes and 25 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.64M. The largest seller was Osaic Holdings, cutting an estimated $5.64M.

  • 72 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q2 2024, down from 75 in Q1 2024.
  • Funds reported $242M of Pacer Trendpilot US Mid Cap ETF stock for Q2 2024, down 9.9% quarter-over-quarter.
  • 8 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q2 2024 and 8 closed out, a net change of 0 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q2 2024 was Royal Bank of Canada, an estimated $2.64M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q2 2024 was Osaic Holdings, an estimated $5.64M sold.

Based on aggregated 13F filings for Q2 2024.