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Pacer Trendpilot US Mid Cap ETF

66 hedge funds and large institutions have $271M invested in Pacer Trendpilot US Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $242M → $271M (+$28.9M)

3.44% more ownership

Funds ownership: 60.41%63.85% (+3.4%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less funds holding

Funds holding: 7266 (-6)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
24
Reduced
22
Closed
10
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
$38.3M +$532K +14,844 +1%
Wells Fargo
2
Wells Fargo
California
$34.8M +$6M +167,537 +22%
Morgan Stanley
3
Morgan Stanley
New York
$30.9M +$1.72M +47,915 +6%
ODFS
4
O'Donnell Financial Services
California
$19.1M +$1.49M +41,627 +9%
LPL Financial
5
LPL Financial
California
$18.5M -$528K -14,744 -3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.8M -$230K -6,430 -2%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$10.6M +$387K +10,800 +4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$10.1M +$5.77M +161,060 +145%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.28M -$304K -8,493 -4%
MW
10
MBL Wealth
North Carolina
$7.48M +$430K +12,013 +6%
WI
11
WBI Investments
New Jersey
$7.17M -$215K -5,994 -3%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$6.98M +$155K +4,322 +2%
LFAS
13
Level Four Advisory Services
Texas
$6.9M +$875K +24,414 +15%
UBS Group
14
UBS Group
Switzerland
$5.92M -$12K -336 -0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.1M -$4.62M -128,951 -48%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.05M +$2.3M +64,192 +89%
NA
17
NewEdge Advisors
Louisiana
$4.86M +$1.32M +36,768 +39%
AAS
18
Avantax Advisory Services
Texas
$4.5M -$607K -16,939 -12%
Ameriprise
19
Ameriprise
Minnesota
$3.75M -$356K -9,937 -9%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.92M +$2.29M +64,039 +436%
Stifel Financial
21
Stifel Financial
Missouri
$2.71M +$309K +8,611 +13%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.59M -$77.6K -2,165 -3%
EF
23
Empirical Finance
Pennsylvania
$2.17M
Osaic Holdings
24
Osaic Holdings
Arizona
$1.77M -$128K -3,576 -7%
WMWM
25
Whitaker-Myers Wealth Managers
Ohio
$1.38M +$17.1K +477 +1%

PTMC Hedge Fund Activity: Q3 2024 in Review

66 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q3 2024, worth a combined $271M — up 12% from $242M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PTMC and 4 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 24 added.

The largest buyer was Wells Fargo, adding an estimated $6M. The largest seller was Royal Bank of Canada, cutting an estimated $4.62M.

  • 66 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q3 2024, down from 72 in Q2 2024.
  • Funds reported $271M of Pacer Trendpilot US Mid Cap ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 4 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q3 2024 and 10 closed out, a net change of -6 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q3 2024 was Wells Fargo, an estimated $6M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $4.62M sold.

Based on aggregated 13F filings for Q3 2024.