PTMC icon

Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

62 hedge funds and large institutions have $233M invested in Pacer Trendpilot US Mid Cap ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12M
2
WI
WBI Investments
New Jersey
$6.44M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$41.1M
5
LPL Financial
LPL Financial
California
$16.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$26.3M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$0
3
Bank of America
Bank of America
North Carolina
$32.7M
4
IAIM
International Assets Investment Management
Florida
$3.91M
5
UBS Group
UBS Group
Switzerland
$7.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$792K -$80.6K -2,270 -9%
AL
27
ADE LLC
Maryland
$629K +$65.1K +1,833 +12%
LWM
28
Laidlaw Wealth Management
New York
$609K -$70.9K -2,000 -10%
NA
29
NewEdge Advisors
Louisiana
$592K +$27.9K +786 +5%
KPWS
30
Kestra Private Wealth Services
Texas
$590K -$46.3K -1,304 -7%
JWCA
31
J.W. Cole Advisors
Florida
$587K – – –
Stifel Financial
32
Stifel Financial
Missouri
$468K -$4.4K -124 -0.9%
GLA
33
Good Life Advisors
Pennsylvania
$467K -$13.3K -374 -3%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$418K +$95.6K +2,695 +30%
SPIA
35
Steward Partners Investment Advisory
New York
$368K +$38.9K +1,095 +12%
SFP
36
Strategic Financial Partners
Oregon
$354K -$1.42K -40 -0.4%
CRWM
37
Castle Rock Wealth Management
California
$324K – – –
GWM
38
Geneos Wealth Management
Colorado
$297K -$454K -12,805 -60%
WAS
39
Wealth Advisory Solutions
Indiana
$294K +$294K +8,294 New
AAS
40
Avantax Advisory Services
Texas
$289K +$289K +8,150 New
FIM
41
Freedom Investment Management
Connecticut
$286K -$23.7K -669 -8%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$281K +$22.3K +630 +9%
RJT
43
Raymond James Trust
Florida
$265K – – –
TSS
44
Two Sigma Securities
New York
$259K +$259K +7,311 New
MML Investors Services
45
MML Investors Services
Massachusetts
$254K -$68.4K -1,931 -21%
APA
46
American Portfolios Advisors
New York
$144K +$66.8K +1,881 +86%
CFA
47
Carroll Financial Associates
North Carolina
$87K – – –
CAAS
48
Capital Asset Advisory Services
Michigan
$73K – – –
IA
49
IFP Advisors
Florida
$62K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$44K – – –
1
2
3