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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

70 hedge funds and large institutions have $270M invested in Pacer Trendpilot US Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
30
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$35.5M
2
GWM
Geneos Wealth Management
Colorado
$4.14M
3
Wells Fargo
Wells Fargo
California
$34.5M
4
JCM
J2 Capital Management
Michigan
$3.55M
5
DC
Davenport & Co
Virginia
$1.1M

Top Sellers

1
WI
WBI Investments
New Jersey
$3.27M
2
ODFS
O'Donnell Financial Services
California
$15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.76M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
MWM
Maridea Wealth Management
New York
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.95M +$45.7K +1,321 +2%
EF
27
Empirical Finance
Pennsylvania
$1.68M -$111K -3,199 -6%
WMWM
28
Whitaker-Myers Wealth Managers
Ohio
$1.24M -$22.3K -644 -2%
DC
29
Davenport & Co
Virginia
$1.1M +$1.1M +31,670 New
MWA
30
Meridian Wealth Advisors
Texas
$1.07M – – –
TWP
31
Tyche Wealth Partners
Texas
$762K +$415 +12 +0.1%
GF
32
Gimbal Financial
Indiana
$652K +$461K +13,327 +242%
ARC
33
Advisor Resource Council
Texas
$646K -$232K -6,704 -26%
FIM
34
Freedom Investment Management
Connecticut
$601K +$89.5K +2,586 +17%
PAG
35
Private Advisor Group
New Jersey
$570K +$15.7K +453 +3%
AL
36
ADE LLC
Maryland
$530K +$1.25K +36 +0.2%
KAS
37
Kestra Advisory Services
Texas
$522K +$33.3K +962 +7%
MA
38
MONECO Advisors
Connecticut
$517K +$4.84K +140 +0.9%
LT
39
Legacy Trust
Michigan
$473K – – –
KPWS
40
Kestra Private Wealth Services
Texas
$456K +$3.25K +94 +0.7%
JWCA
41
J.W. Cole Advisors
Florida
$415K +$58.3K +1,685 +16%
FWP
42
Forefront Wealth Partners
Texas
$414K +$414K +11,962 New
CIA
43
Concurrent Investment Advisors
Florida
$408K -$8.06K -233 -2%
WA
44
Waddell & Associates
Tennessee
$393K +$3.32K +96 +0.9%
FPAS
45
Focus Partners Advisor Solutions
Missouri
$354K -$51.5K -1,487 -13%
SFP
46
Strategic Financial Partners
Oregon
$349K -$1.73K -50 -0.5%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$327K -$34.6K -1,000 -10%
P
48
&Partners
Tennessee
$316K -$128K -3,693 -29%
MWM
49
Mascagni Wealth Management
Mississippi
$311K – – –
SWP
50
Stratos Wealth Partners
Ohio
$221K -$9.31K -269 -4%
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