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Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF

44 hedge funds and large institutions have $114M invested in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more funds holding

Funds holding: 3244 (+12)

11% more capital invested

Capital invested by funds: $103M → $114M (+$11M)

4.46% less ownership

Funds ownership: 77.7%73.25% (-4.5%)

Holders
44
Holders Change
+12
Holders Change %
+37.5%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
21
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
1
Advisory Resource Group
Oklahoma
$36M -$502K -15,740 -1%
SWP
2
Stratos Wealth Partners
Ohio
$19.5M +$5.56M +174,461 +37%
LPL Financial
3
LPL Financial
California
$12.5M +$5.27M +165,091 +67%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.71M +$954K +29,926 +24%
WMA
5
West Michigan Advisors
Michigan
$4.49M +$2.74K +86 +0.1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.25M +$435K +13,635 +11%
MWM
7
MY Wealth Management
Maryland
$3.31M -$149K -4,674 -4%
Mariner
8
Mariner
Kansas
$3.21M +$4.53K +142 +0.1%
BWM
9
BlackDiamond Wealth Management
New York
$2.98M +$1.37M +43,057 +74%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.85M -$2.66M -83,520 -47%
EFMC
11
Empire Financial Management Company
New York
$2.76M -$273K -8,558 -9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.22M +$1.39M +43,735 +149%
PWP
13
Private Wealth Partners
California
$1.65M +$223K +7,000 +15%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.47M +$447K +14,024 +40%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.21M +$1.27M +39,719 New
FWM
16
Fortress Wealth Management
California
$1.18M +$133K +4,159 +12%
NA
17
NewEdge Advisors
Louisiana
$1.17M +$322K +10,109 +35%
LFAS
18
Level Four Advisory Services
Texas
$1M +$134K +4,188 +15%
RJA
19
Raymond James & Associates
Florida
$970K +$1.02M +31,880 New
FFA
20
Founders Financial Alliance
North Carolina
$802K +$162K +5,075 +24%
Truist Financial
21
Truist Financial
North Carolina
$631K -$21.7K -679 -3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$583K +$332K +10,412 +119%
CAN
23
Cetera Advisor Networks
California
$580K +$20.2K +632 +3%
PAG
24
Private Advisor Group
New Jersey
$507K +$531K +16,649 New
FAIM
25
Financial Advocates Investment Management
Washington
$481K +$59.6K +1,869 +13%

QDPL Hedge Fund Activity: Q3 2023 in Review

44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) for Q3 2023, worth a combined $114M — up 11% from $103M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QDPL positions and 1 closed out — a net gain of 12 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $5.56M. The largest seller was Osaic Holdings, cutting an estimated $2.66M.

  • 44 institutional investors held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) as of Q3 2023, up from 32 in Q2 2023.
  • Funds reported $114M of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 13 funds opened new Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF positions in Q3 2023 and 1 closed out, a net change of +12 holders.
  • The largest Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF buyer in Q3 2023 was Stratos Wealth Partners, an estimated $5.56M added.
  • The largest Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF seller in Q3 2023 was Osaic Holdings, an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2023.