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Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF

70 hedge funds and large institutions have $230M invested in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 1

325% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 8

56% more capital invested

Capital invested by funds: $148M → $230M (+$82.6M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37% more funds holding

Funds holding: 5170 (+19)

2.8% more ownership

Funds ownership: 70.2%72.99% (+2.8%)

Holders
70
Holders Change
+19
Holders Change %
+37.25%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
34
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
1
Advisory Resource Group
Oklahoma
$42M -$476K -13,768 -1%
SWP
2
Stratos Wealth Partners
Ohio
$33.2M +$3.71M +107,476 +13%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$30.1M +$26.4M +764,428 +1,005%
LPL Financial
4
LPL Financial
California
$19M +$2.96M +85,750 +19%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.33M +$2.76M +79,955 +44%
RJA
6
Raymond James & Associates
Florida
$8.51M +$2.63M +76,193 +47%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.69M +$1.16M +33,642 +22%
Mariner
8
Mariner
Kansas
$5.51M +$1.57M +45,350 +42%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$5.5M +$5.3M +153,514 New
MWM
10
MY Wealth Management
Maryland
$4.6M +$377K +10,916 +9%
FWM
11
Fortress Wealth Management
California
$4.56M +$257K +7,451 +6%
Jane Street
12
Jane Street
New York
$3.49M +$2.73M +79,025 +429%
EFMC
13
Empire Financial Management Company
New York
$3.29M -$27.1K -785 -0.8%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.26M +$3.15M +91,080 New
Osaic Holdings
15
Osaic Holdings
Arizona
$3.02M -$8.88K -257 -0.3%
BWM
16
BlackDiamond Wealth Management
New York
$2.92M -$683K -19,778 -20%
GIA
17
Gladstone Institutional Advisory
Florida
$2.83M +$1.51M +43,840 +125%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.66M -$212K -6,150 -8%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.44M +$598K +17,301 +34%
WMA
20
West Michigan Advisors
Michigan
$2.38M -$199K -5,751 -8%
CPIG
21
Chicago Partners Investment Group
Illinois
$2.33M +$441K +12,768 +23%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.25M +$1.08M +31,299 +99%
PWP
23
Private Wealth Partners
California
$1.88M -$121K -3,500 -6%
PFS
24
Prospera Financial Services
Texas
$1.82M +$595K +17,214 +51%
Truist Financial
25
Truist Financial
North Carolina
$1.73M +$659K +19,079 +65%

QDPL Hedge Fund Activity: Q1 2024 in Review

70 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) for Q1 2024, worth a combined $230M — up 56% from $148M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QDPL positions and 1 closed out — a net gain of 19 holders — while 34 added to existing stakes and 8 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $26.4M. The largest seller was BlackDiamond Wealth Management, cutting an estimated $683K.

  • 70 institutional investors held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) as of Q1 2024, up from 51 in Q4 2023.
  • Funds reported $230M of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF stock for Q1 2024, up 56% quarter-over-quarter.
  • 20 funds opened new Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF positions in Q1 2024 and 1 closed out, a net change of +19 holders.
  • The largest Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $26.4M added.
  • The largest Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF seller in Q1 2024 was BlackDiamond Wealth Management, an estimated $683K sold.

Based on aggregated 13F filings for Q1 2024.