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Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF

51 hedge funds and large institutions have $148M invested in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

29% more capital invested

Capital invested by funds: $114M → $148M (+$33.5M)

16% more funds holding

Funds holding: 4451 (+7)

3.05% less ownership

Funds ownership: 73.25%70.2% (-3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
27
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
1
Advisory Resource Group
Oklahoma
$39.2M +$142K +4,486 +0.4%
SWP
2
Stratos Wealth Partners
Ohio
$27.1M +$5.67M +179,720 +28%
LPL Financial
3
LPL Financial
California
$14.7M +$1.04M +32,860 +8%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.97M +$820K +25,958 +17%
RJA
5
Raymond James & Associates
Florida
$5.33M +$4.09M +129,514 +406%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.06M +$423K +13,401 +10%
FWM
7
Fortress Wealth Management
California
$3.96M +$2.56M +81,002 +208%
MWM
8
MY Wealth Management
Maryland
$3.88M +$279K +8,847 +8%
Mariner
9
Mariner
Kansas
$3.59M +$96.1K +3,043 +3%
BWM
10
BlackDiamond Wealth Management
New York
$3.47M +$11K +347 +0.3%
EFMC
11
Empire Financial Management Company
New York
$3.06M +$63.6K +2,016 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.8M -$283K -8,965 -10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.66M +$231K +7,322 +10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.51M +$2.14M +67,749 +817%
WMA
15
West Michigan Advisors
Michigan
$2.39M -$2.37M -75,221 -51%
PWP
16
Private Wealth Partners
California
$1.85M +$56.8K +1,800 +3%
CPIG
17
Chicago Partners Investment Group
Illinois
$1.84M +$169K +5,351 +11%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.68M +$348K +11,015 +28%
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.44M +$960K +30,412 +230%
AWS
20
Atria Wealth Solutions
New York
$1.29M +$1.22M +38,593 New
GIA
21
Gladstone Institutional Advisory
Florida
$1.16M +$1.11M +35,164 New
LFAS
22
Level Four Advisory Services
Texas
$1.12M +$25.1K +795 +2%
PFS
23
Prospera Financial Services
Texas
$1.11M +$1.06M +33,725 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.04M +$393K +12,440 +65%
Truist Financial
25
Truist Financial
North Carolina
$970K +$272K +8,626 +42%

QDPL Hedge Fund Activity: Q4 2023 in Review

51 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) for Q4 2023, worth a combined $148M — up 29% from $114M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QDPL positions and 2 closed out — a net gain of 7 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $5.67M. The largest seller was West Michigan Advisors, cutting an estimated $2.37M.

  • 51 institutional investors held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) as of Q4 2023, up from 44 in Q3 2023.
  • Funds reported $148M of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 9 funds opened new Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF positions in Q4 2023 and 2 closed out, a net change of +7 holders.
  • The largest Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF buyer in Q4 2023 was Stratos Wealth Partners, an estimated $5.67M added.
  • The largest Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF seller in Q4 2023 was West Michigan Advisors, an estimated $2.37M sold.

Based on aggregated 13F filings for Q4 2023.