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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

77 hedge funds and large institutions have $286M invested in Pacer Trendpilot US Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 2 closing their positions.

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
21
Reduced
27
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$45M
2
IWP
2
Invenio Wealth Partners
Florida
$9.74M
3
NA
3
NewEdge Advisors
Louisiana
$8.93M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.91M
5
DC
5
Davenport & Co
Virginia
$2.52M

Top Sellers

1
ODFS
1
O'Donnell Financial Services
California
$9.79M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.22M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$461K
4
UBS Group
4
UBS Group
Switzerland
$3.77M
5
Bank of America
5
Bank of America
North Carolina
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$45M 1,289,362 +292,316 +29%
Morgan Stanley
2
Morgan Stanley
New York
$35.8M 1,026,367 +779 +0.1%
Bank of America
3
Bank of America
North Carolina
$35.4M 1,014,645 -52,199 -5%
LPL Financial
4
LPL Financial
California
$18.9M 540,717 -9,705 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$13.6M 389,600 +11,026 +3%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$11.4M 326,454 +19,500 +6%
ODFS
7
O'Donnell Financial Services
California
$9.79M 280,673 -151,573 -35%
IWP
8
Invenio Wealth Partners
Florida
$9.74M 279,114 +279,114 New
Raymond James Financial
9
Raymond James Financial
Florida
$9.57M 274,482 +5,349 +2%
NA
10
NewEdge Advisors
Louisiana
$8.93M 256,104 +123,836 +94%
MW
11
MBL Wealth
North Carolina
$8.09M 232,058 -7,012 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$7.57M 217,067 -50,541 -19%
LFAS
13
Level Four Advisory Services
Texas
$6.79M 194,604 +1,704 +0.9%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$6.5M 186,289 -1,837 -1%
AAS
15
Avantax Advisory Services
Texas
$6.04M 173,212 +37,741 +28%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.19M 148,678 +21,460 +17%
UBS Group
17
UBS Group
Switzerland
$3.77M 108,018 -61,518 -36%
JCM
18
J2 Capital Management
Michigan
$3.71M 106,430 +3,757 +4%
Stifel Financial
19
Stifel Financial
Missouri
$3.16M 90,602 -509 -0.6%
WI
20
WBI Investments
New Jersey
$3.05M 87,320 -7,104 -8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.78M 79,640 -5,036 -6%
Ameriprise
22
Ameriprise
Minnesota
$2.56M 73,298 -8,961 -11%
DC
23
Davenport & Co
Virginia
$2.52M 72,343 +40,673 +128%
GWM
24
Geneos Wealth Management
Colorado
$2.36M 67,594 -51,992 -43%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.97M 53,584 -2,704 -5%
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