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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 %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.91M 54,798 +54,798 New
EF
27
Empirical Finance
Pennsylvania
$1.69M 48,411 – –
GF
28
Gimbal Financial
Indiana
$1.66M 47,543 +28,698 +152%
MWM
29
Maridea Wealth Management
New York
$1.66M 47,463 -8,889 -16%
WMWM
30
Whitaker-Myers Wealth Managers
Ohio
$1.26M 36,251 +546 +2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.22M 35,053 -73,653 -68%
MWA
32
Meridian Wealth Advisors
Texas
$1.08M 31,037 – –
TWP
33
Tyche Wealth Partners
Texas
$724K 20,744 -1,280 -6%
FIM
34
Freedom Investment Management
Connecticut
$664K 19,030 +1,654 +10%
BRWA
35
B. Riley Wealth Advisors
Florida
$653K 18,723 +18,723 New
KAS
36
Kestra Advisory Services
Texas
$574K 16,458 +1,373 +9%
PAG
37
Private Advisor Group
New Jersey
$570K 16,335 -128 -0.8%
AL
38
ADE LLC
Maryland
$534K 15,308 – –
LT
39
Legacy Trust
Michigan
$476K 13,660 – –
MML Investors Services
40
MML Investors Services
Massachusetts
$461K 13,219 -72,392 -85%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$438K 12,558 +12,558 New
MA
42
MONECO Advisors
Connecticut
$436K 12,487 -2,451 -16%
ARC
43
Advisor Resource Council
Texas
$423K 12,141 -6,537 -35%
KPWS
44
Kestra Private Wealth Services
Texas
$423K 12,132 -1,046 -8%
JWCA
45
J.W. Cole Advisors
Florida
$418K 11,982 – –
CIA
46
Concurrent Investment Advisors
Florida
$410K 11,765 -28 -0.2%
WA
47
Waddell & Associates
Tennessee
$396K 11,366 – –
SFP
48
Strategic Financial Partners
Oregon
$364K 10,441 +350 +3%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$330K 9,460 – –
MWM
50
Mascagni Wealth Management
Mississippi
$295K 8,454 -544 -6%
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