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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

75 hedge funds and large institutions have $259M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
12
Reduced
37
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$58.3M
2
ODFS
O'Donnell Financial Services
California
$12.4M
3
AAS
Avantax Advisory Services
Texas
$5.97M
4
CG
Clarus Group
Texas
$2.2M
5
Ameriprise
Ameriprise
Minnesota
$1.06M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$8.84M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.36M
3
UBS Group
UBS Group
Switzerland
$6.37M
4
NA
NewEdge Advisors
Louisiana
$2.82M
5
Bank of America
Bank of America
North Carolina
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
26
Magnolia Capital Advisors
Mississippi
$1.45M -$55.7K -1,693 -4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.27M -$293K -8,907 -19%
WMWM
28
Whitaker-Myers Wealth Managers
Ohio
$1.23M -$28.4K -864 -2%
Ameriprise
29
Ameriprise
Minnesota
$1.06M +$1.06M +32,150 New
MWA
30
Meridian Wealth Advisors
Texas
$1.02M – – –
GWM
31
Geneos Wealth Management
Colorado
$923K +$61.3K +1,864 +7%
TWP
32
Tyche Wealth Partners
Texas
$759K +$759K +23,099 New
MML Investors Services
33
MML Investors Services
Massachusetts
$735K +$2.3K +70 +0.3%
Citadel Advisors
34
Citadel Advisors
Florida
$620K +$620K +18,865 New
AWS
35
Atria Wealth Solutions
New York
$612K -$144K -4,388 -19%
KAS
36
Kestra Advisory Services
Texas
$594K -$800K -24,349 -57%
AL
37
ADE LLC
Maryland
$587K +$2.3K +70 +0.4%
MA
38
MONECO Advisors
Connecticut
$560K -$6.47K -197 -1%
PAG
39
Private Advisor Group
New Jersey
$543K +$9.89K +301 +2%
KPWS
40
Kestra Private Wealth Services
Texas
$457K -$38.2K -1,161 -8%
LT
41
Legacy Trust
Michigan
$449K +$135K +4,100 +43%
RIA
42
Regal Investment Advisors
Michigan
$374K +$52.5K +1,599 +16%
FFS
43
Founders Financial Securities
Maryland
$364K +$364K +11,073 New
WA
44
Waddell & Associates
Tennessee
$363K – – –
IW
45
Imprint Wealth
South Carolina
$358K +$12.6K +375 +4%
JWCA
46
J.W. Cole Advisors
Florida
$336K -$197K -6,000 -37%
SFP
47
Strategic Financial Partners
Oregon
$312K -$986 -30 -0.3%
CFGS
48
Concourse Financial Group Securities
Alabama
$300K -$239K -7,130 -44%
HI
49
Harbour Investments
Wisconsin
$293K – – –
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$291K +$17.7K +540 +6%
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2
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