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Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF

32 hedge funds and large institutions have $103M invested in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

34% more capital invested

Capital invested by funds: $76.8M → $103M (+$26.4M)

10% more funds holding

Funds holding: 2932 (+3)

0.25% more ownership

Funds ownership: 77.46%77.7% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
19
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
1
Advisory Resource Group
Oklahoma
$38.2M +$1.06M +34,629 +3%
SWP
2
Stratos Wealth Partners
Ohio
$14.8M +$11.1M +362,965 +352%
LPL Financial
3
LPL Financial
California
$7.86M +$2.77M +90,239 +58%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.6M -$125K -4,075 -2%
WMA
5
West Michigan Advisors
Michigan
$4.69M -$3.01M -98,124 -40%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.02M +$3.87M +126,097 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.98M +$1.41M +46,111 +59%
MWM
8
MY Wealth Management
Maryland
$3.61M +$301K +9,803 +9%
Mariner
9
Mariner
Kansas
$3.35M +$571K +18,630 +21%
EFMC
10
Empire Financial Management Company
New York
$3.16M -$12.1K -394 -0.4%
BWM
11
BlackDiamond Wealth Management
New York
$1.89M +$660K +21,525 +59%
PWP
12
Private Wealth Partners
California
$1.5M +$232K +7,550 +19%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.14M +$710K +23,139 +191%
FWM
14
Fortress Wealth Management
California
$1.11M +$1.07M +34,755 New
OMC
15
Old Mission Capital
Illinois
$1.09M +$1.05M +34,280 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$935K +$410K +13,356 +83%
LFAS
17
Level Four Advisory Services
Texas
$918K +$12.6K +410 +1%
NA
18
NewEdge Advisors
Louisiana
$907K +$239K +7,795 +38%
Truist Financial
19
Truist Financial
North Carolina
$682K +$34.9K +1,138 +6%
FFA
20
Founders Financial Alliance
North Carolina
$678K +$473K +15,425 +264%
CAN
21
Cetera Advisor Networks
California
$587K +$49.3K +1,609 +10%
FAIM
22
Financial Advocates Investment Management
Washington
$444K +$427K +13,931 New
Citadel Advisors
23
Citadel Advisors
Florida
$396K +$132K +4,302 +53%
CA
24
CoreCap Advisors
Michigan
$342K +$329K +10,735 New
HI
25
Harbour Investments
Wisconsin
$340K -$1.29M -41,960 -80%

QDPL Hedge Fund Activity: Q2 2023 in Review

32 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) for Q2 2023, worth a combined $103M — up 34% from $76.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new QDPL positions and 5 closed out — a net gain of 3 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $11.1M. The largest seller was West Michigan Advisors, cutting an estimated $3.01M.

  • 32 institutional investors held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) as of Q2 2023, up from 29 in Q1 2023.
  • Funds reported $103M of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF stock for Q2 2023, up 34% quarter-over-quarter.
  • 8 funds opened new Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF positions in Q2 2023 and 5 closed out, a net change of +3 holders.
  • The largest Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF buyer in Q2 2023 was Stratos Wealth Partners, an estimated $11.1M added.
  • The largest Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF seller in Q2 2023 was West Michigan Advisors, an estimated $3.01M sold.

Based on aggregated 13F filings for Q2 2023.