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Pacer Trendpilot US Mid Cap ETF
PTMC

68 hedge funds and large institutions have $285M invested in Pacer Trendpilot US Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

5% more capital invested

Capital invested by funds: $271M → $285M (+$14.3M)

3% more funds holding

Funds holding: 66 → 68 (+2)

2.16% more ownership

Funds ownership: 63.85% → 66.01% (+2.2%)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
25
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.32M
2
LPL Financial
LPL Financial
California
+$1.76M
3
Bank of America
Bank of America
North Carolina
+$1.5M
4
MW
MBL Wealth
North Carolina
+$1.16M
5
ARC
Advisor Resource Council
Texas
+$970K

Top Sellers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
-$1.18M
2
Ameriprise
Ameriprise
Minnesota
-$573K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$414K
4
Jane Street
Jane Street
New York
-$295K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
26
Empirical Finance
Pennsylvania
$1.9M -$263K -6,874 -12%
GWM
27
Geneos Wealth Management
Colorado
$1.71M +$431K +11,278 +32%
WMWM
28
Whitaker-Myers Wealth Managers
Ohio
$1.34M -$32.5K -850 -2%
MWA
29
Meridian Wealth Advisors
Texas
$1.14M – – –
ARC
30
Advisor Resource Council
Texas
$936K +$970K +25,382 New
TWP
31
Tyche Wealth Partners
Texas
$812K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$757K +$235K +6,146 +43%
PAG
33
Private Advisor Group
New Jersey
$591K -$39K -1,020 -6%
AL
34
ADE LLC
Maryland
$563K -$62K -1,622 -10%
MA
35
MONECO Advisors
Connecticut
$546K +$17.6K +460 +3%
FIM
36
Freedom Investment Management
Connecticut
$546K -$47.7K -1,249 -8%
KAS
37
Kestra Advisory Services
Texas
$521K +$41.3K +1,081 +8%
LT
38
Legacy Trust
Michigan
$504K – – –
KPWS
39
Kestra Private Wealth Services
Texas
$483K +$6.26K +164 +1%
P
40
&Partners
Tennessee
$479K +$491K +12,842 New
CIA
41
Concurrent Investment Advisors
Florida
$444K – – –
FPAS
42
Focus Partners Advisor Solutions
Missouri
$432K +$448K +11,720 New
WA
43
Waddell & Associates
Tennessee
$416K – – –
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$386K -$57.3K -1,500 -13%
JWCA
45
J.W. Cole Advisors
Florida
$380K – – –
SFP
46
Strategic Financial Partners
Oregon
$374K -$1.91K -50 -0.5%
MWM
47
Mascagni Wealth Management
Mississippi
$311K +$344K +8,998 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$264K +$43.1K +1,129 +19%
SWP
49
Stratos Wealth Partners
Ohio
$246K +$10.5K +274 +4%
SPC
50
Sigma Planning Corp
Michigan
$225K -$4.74K -124 -2%
1
2
3

PTMC Hedge Fund Activity: Q4 2024 in Review

68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2024, worth a combined $285M — up 5.3% from $271M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PTMC positions and 6 closed out — a net gain of 5 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.32M. The largest seller was Financial Advocates Investment Management, cutting an estimated $1.18M.

  • 68 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $285M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2024, up 5.3% quarter-over-quarter.
  • 11 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2024 and 6 closed out, a net change of +5 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2024 was Morgan Stanley, an estimated $4.32M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2024 was Financial Advocates Investment Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2024.