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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

68 hedge funds and large institutions have $235M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
21
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.18M
2
Bank of America
2
Bank of America
North Carolina
$37.1M
3
EF
3
Empirical Finance
Pennsylvania
$1.86M
4
UBS Group
4
UBS Group
Switzerland
$7.74M
5
JCM
5
J2 Capital Management
Michigan
$3.46M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$30.2K
2
Wells Fargo
2
Wells Fargo
California
$20.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$26M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$30.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMWM
26
Whitaker-Myers Wealth Managers
Ohio
$1.25M +$9.27K +292 +0.7%
MWA
27
Meridian Wealth Advisors
Texas
$985K – – –
AWS
28
Atria Wealth Solutions
New York
$843K -$4.13K -130 -0.5%
EP
29
Eudaimonia Partners
Tennessee
$836K -$31K -977 -4%
WP
30
WealthShield Partners
North Carolina
$726K +$520K +16,389 +253%
GWM
31
Geneos Wealth Management
Colorado
$697K +$529K +16,654 +315%
OP
32
ORG Partners
Indiana
$601K +$601K +18,942 New
PAG
33
Private Advisor Group
New Jersey
$580K -$5.14K -162 -0.9%
AL
34
ADE LLC
Maryland
$557K +$47.2K +1,488 +9%
MA
35
MONECO Advisors
Connecticut
$519K +$27.9K +880 +6%
MML Investors Services
36
MML Investors Services
Massachusetts
$518K +$13.6K +429 +3%
JWCA
37
J.W. Cole Advisors
Florida
$515K – – –
KPWS
38
Kestra Private Wealth Services
Texas
$494K +$25.9K +815 +6%
IW
39
Imprint Wealth
South Carolina
$472K +$472K +14,880 New
ARC
40
Advisor Resource Council
Texas
$411K +$3.18K +100 +0.8%
AAS
41
Avantax Advisory Services
Texas
$406K -$459K -14,469 -53%
GLA
42
Good Life Advisors
Pennsylvania
$377K -$8.99K -283 -2%
SPC
43
Sigma Planning Corp
Michigan
$359K -$86.2K -2,716 -19%
WA
44
Waddell & Associates
Tennessee
$351K – – –
RIA
45
Regal Investment Advisors
Michigan
$310K +$310K +9,777 New
SFP
46
Strategic Financial Partners
Oregon
$309K – – –
LWM
47
Laidlaw Wealth Management
New York
$305K – – –
LT
48
Legacy Trust
Michigan
$304K – – –
HI
49
Harbour Investments
Wisconsin
$299K -$73.9K -2,327 -20%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$298K +$19.1K +601 +7%
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