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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

72 hedge funds and large institutions have $242M invested in Pacer Trendpilot US Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
21
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.27M
2
ODFS
2
O'Donnell Financial Services
California
$16.5M
3
Wells Fargo
3
Wells Fargo
California
$26.8M
4
GS
4
GTS Securities
New York
$1.02M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$6.39M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.79M
2
CG
2
Clarus Group
Texas
$0
3
WI
3
WBI Investments
New Jersey
$6.93M
4
AAS
4
Avantax Advisory Services
Texas
$4.81M
5
MCA
5
Magnolia Capital Advisors
Mississippi
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WMWM
26
Whitaker-Myers Wealth Managers
Ohio
$1.28M -$3.34K -96 -0.3%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.2M +$251K +7,216 +26%
GWM
28
Geneos Wealth Management
Colorado
$1.14M +$58.1K +1,669 +5%
MWA
29
Meridian Wealth Advisors
Texas
$1.08M – – –
GS
30
GTS Securities
New York
$1.02M +$1.02M +29,378 New
RJA
31
Raymond James & Associates
Florida
$892K -$111K -3,203 -11%
TWP
32
Tyche Wealth Partners
Texas
$766K – – –
MA
33
MONECO Advisors
Connecticut
$632K +$29.2K +838 +5%
KAS
34
Kestra Advisory Services
Texas
$601K -$225K -6,472 -27%
AL
35
ADE LLC
Maryland
$588K -$36.9K -1,060 -6%
PAG
36
Private Advisor Group
New Jersey
$552K +$14.8K +425 +3%
MML Investors Services
37
MML Investors Services
Massachusetts
$512K -$94.2K -2,706 -16%
KPWS
38
Kestra Private Wealth Services
Texas
$500K – – –
LT
39
Legacy Trust
Michigan
$475K – – –
ARC
40
Advisor Resource Council
Texas
$474K -$1.39K -40 -0.3%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$451K +$87K +2,500 +24%
FIM
42
Freedom Investment Management
Connecticut
$430K +$210K +6,034 +95%
CIA
43
Concurrent Investment Advisors
Florida
$418K +$418K +12,026 New
WA
44
Waddell & Associates
Tennessee
$392K – – –
JWCA
45
J.W. Cole Advisors
Florida
$358K +$35 +1 +0%
SFP
46
Strategic Financial Partners
Oregon
$353K +$18.3K +525 +5%
CRWM
47
Castle Rock Wealth Management
California
$314K – – –
HI
48
Harbour Investments
Wisconsin
$288K – – –
AWS
49
Atria Wealth Solutions
New York
$249K -$238K -6,828 -49%
RJT
50
Raymond James Trust
Florida
$217K – – –
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