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Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF

31 hedge funds and large institutions have $70.8M invested in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

55% more funds holding

Funds holding: 2031 (+11)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more capital invested

Capital invested by funds: $53.2M → $70.8M (+$17.6M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

4.54% more ownership

Funds ownership: 77.2%81.74% (+4.5%)

Holders
31
Holders Change
+11
Holders Change %
+55%
% of All Funds
0.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
1
Advisory Resource Group
Oklahoma
$32.4M +$922K +31,754 +3%
WMA
2
West Michigan Advisors
Michigan
$6.75M -$1.57M -54,036 -19%
SWP
3
Stratos Wealth Partners
Ohio
$6.57M +$6.03M +207,751 +940%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.94M +$3.32M +114,369 +195%
LPL Financial
5
LPL Financial
California
$3.06M +$987K +34,006 +47%
MWM
6
MY Wealth Management
Maryland
$2.68M +$2.72M +93,699 New
Mariner
7
Mariner
Kansas
$2.37M +$2.41M +82,972 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.1M -$56.6K -1,950 -3%
BWM
9
BlackDiamond Wealth Management
New York
$1.73M -$17.4K -600 -1%
HI
10
Harbour Investments
Wisconsin
$1.46M +$101K +3,474 +7%
PWP
11
Private Wealth Partners
California
$1.2M +$421K +14,500 +53%
FTUS
12
Flow Traders U.S.
New York
$1.12M +$614K +21,139 +117%
LFAS
13
Level Four Advisory Services
Texas
$800K +$813K +28,010 New
Goldman Sachs
14
Goldman Sachs
New York
$662K +$673K +23,160 New
Truist Financial
15
Truist Financial
North Carolina
$476K -$13K -446 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$468K -$283K -9,760 -37%
NA
17
NewEdge Advisors
Louisiana
$439K +$470K +16,187 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$364K +$370K +12,756 New
Citadel Advisors
19
Citadel Advisors
Florida
$329K -$1.33M -45,715 -80%
SCP
20
Silverleafe Capital Partners
Tennessee
$235K
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$217K +$220K +7,584 New
CF
22
Centaurus Financial
California
$210K
UBS Group
23
UBS Group
Switzerland
$65.8K +$66.8K +2,302 New
ASN
24
Advisory Services Network
Georgia
$44.9K +$45.6K +1,570 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$28K

QDPL Hedge Fund Activity: Q4 2022 in Review

31 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) for Q4 2022, worth a combined $70.8M — up 33% from $53.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QDPL positions and 3 closed out — a net gain of 11 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $6.03M. The largest seller was West Michigan Advisors, cutting an estimated $1.57M.

  • 31 institutional investors held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) as of Q4 2022, up from 20 in Q3 2022.
  • Funds reported $70.8M of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF stock for Q4 2022, up 33% quarter-over-quarter.
  • 14 funds opened new Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF positions in Q4 2022 and 3 closed out, a net change of +11 holders.
  • The largest Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF buyer in Q4 2022 was Stratos Wealth Partners, an estimated $6.03M added.
  • The largest Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF seller in Q4 2022 was West Michigan Advisors, an estimated $1.57M sold.

Based on aggregated 13F filings for Q4 2022.