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Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF

29 hedge funds and large institutions have $76.8M invested in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

9% more capital invested

Capital invested by funds: $70.8M → $76.8M (+$6.03M)

4.28% less ownership

Funds ownership: 81.74%77.46% (-4.3%)

6% less funds holding

Funds holding: 3129 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
15
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
1
Advisory Resource Group
Oklahoma
$34.8M +$880K +29,581 +3%
WMA
2
West Michigan Advisors
Michigan
$7.35M +$273K +9,178 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.44M +$246K +8,262 +5%
LPL Financial
4
LPL Financial
California
$4.68M +$1.47M +49,413 +46%
MWM
5
MY Wealth Management
Maryland
$3.1M +$292K +9,808 +10%
SWP
6
Stratos Wealth Partners
Ohio
$3.09M -$3.77M -126,683 -55%
EFMC
7
Empire Financial Management Company
New York
$2.98M +$2.96M +99,581 New
Mariner
8
Mariner
Kansas
$2.59M +$110K +3,691 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.36M +$153K +5,159 +7%
IAIM
10
International Assets Investment Management
Florida
$2.14M +$1.87M +62,732 New
HI
11
Harbour Investments
Wisconsin
$1.58M +$48.2K +1,622 +3%
PWP
12
Private Wealth Partners
California
$1.19M -$74.4K -2,501 -6%
BWM
13
BlackDiamond Wealth Management
New York
$1.09M -$682K -22,920 -39%
LFAS
14
Level Four Advisory Services
Texas
$851K +$12.3K +415 +1%
NA
15
NewEdge Advisors
Louisiana
$619K +$134K +4,503 +28%
Truist Financial
16
Truist Financial
North Carolina
$607K +$107K +3,592 +22%
CAN
17
Cetera Advisor Networks
California
$503K +$500K +16,814 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$479K +$96.4K +3,240 +25%
CPIG
19
Chicago Partners Investment Group
Illinois
$366K +$360K +12,104 New
Citadel Advisors
20
Citadel Advisors
Florida
$243K -$101K -3,385 -29%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$237K +$9.99K +336 +4%
CF
22
Centaurus Financial
California
$221K +$981 +33 +0.4%
FFA
23
Founders Financial Alliance
North Carolina
$175K +$174K +5,850 New
ASN
24
Advisory Services Network
Georgia
$54.3K +$7.23K +243 +15%
CWAF
25
Core Wealth Advisors (Florida)
Florida
$25.8K

QDPL Hedge Fund Activity: Q1 2023 in Review

29 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) for Q1 2023, worth a combined $76.8M — up 8.5% from $70.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of QDPL and 6 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 15 added.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $1.87M. The largest seller was Stratos Wealth Partners, cutting an estimated $3.77M.

  • 29 institutional investors held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) as of Q1 2023, down from 31 in Q4 2022.
  • Funds reported $76.8M of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF stock for Q1 2023, up 8.5% quarter-over-quarter.
  • 6 funds opened new Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF positions in Q1 2023 and 8 closed out, a net change of -2 holders.
  • The largest Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF buyer in Q1 2023 was International Assets Investment Management, an estimated $1.87M added.
  • The largest Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF seller in Q1 2023 was Stratos Wealth Partners, an estimated $3.77M sold.

Based on aggregated 13F filings for Q1 2023.