PTMC icon

Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

67 hedge funds and large institutions have $238M invested in Pacer Trendpilot US Mid Cap ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
13
Reduced
28
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$3.23M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.98M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$1.2M
4
RIA
Regal Investment Advisors
Michigan
+$917K
5
JWCA
J.W. Cole Advisors
Florida
+$538K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.06M
2
Morgan Stanley
Morgan Stanley
New York
-$3.14M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.78M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.32M
5
AAS
Avantax Advisory Services
Texas
-$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
26
Regal Investment Advisors
Michigan
$917K +$917K +28,143 New
SPC
27
Sigma Planning Corp
Michigan
$872K -$85.3K -2,618 -9%
Truist Financial
28
Truist Financial
North Carolina
$741K -$148K -4,557 -17%
MHS
29
M Holdings Securities
Oregon
$725K -$12K -367 -2%
KPWS
30
Kestra Private Wealth Services
Texas
$595K +$165K +5,049 +38%
Northern Trust
31
Northern Trust
Illinois
$554K – – –
JWCA
32
J.W. Cole Advisors
Florida
$538K +$538K +16,528 New
NA
33
NewEdge Advisors
Louisiana
$480K -$468K -14,364 -49%
MML Investors Services
34
MML Investors Services
Massachusetts
$460K -$202K -6,201 -31%
GLA
35
Good Life Advisors
Pennsylvania
$452K -$14.1K -432 -3%
Jane Street
36
Jane Street
New York
$387K +$36.7K +1,124 +10%
WA
37
Waddell & Associates
Tennessee
$357K +$1.47K +45 +0.4%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$356K -$188K -5,753 -35%
WAS
39
Wealth Advisory Solutions
Indiana
$344K – – –
SFP
40
Strategic Financial Partners
Oregon
$327K -$11.4K -350 -3%
CG
41
Clarus Group
Texas
$327K +$327K +9,514 New
CRWM
42
Castle Rock Wealth Management
California
$307K +$307K +9,097 New
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$298K +$9.26K +284 +3%
GWM
44
Geneos Wealth Management
Colorado
$298K +$127K +9,022 +74%
AAS
45
Avantax Advisory Services
Texas
$257K -$1.35M -41,567 -84%
RJT
46
Raymond James Trust
Florida
$243K – – –
KAS
47
Kestra Advisory Services
Texas
$238K +$238K +7,300 New
SPIA
48
Steward Partners Investment Advisory
New York
$222K – – –
CFG
49
Cooper Financial Group
California
$213K +$213K +6,530 New
LFF
50
Level Four Financial
Texas
$200K +$200K +6,146 New
1
2
3