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Pacer Trendpilot US Mid Cap ETF

71 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 10 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

4% more funds holding

Funds holding: 6871 (+3)

0.78% more ownership

Funds ownership: 66.01%66.78% (+0.78%)

5% less capital invested

Capital invested by funds: $285M → $270M (-$14.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% 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
10
Increased
30
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.95M +$48.5K +1,321 +2%
EF
27
Empirical Finance
Pennsylvania
$1.68M -$117K -3,199 -6%
WMWM
28
Whitaker-Myers Wealth Managers
Ohio
$1.24M -$23.6K -644 -2%
DC
29
Davenport & Co
Virginia
$1.1M +$1.16M +31,670 New
MWA
30
Meridian Wealth Advisors
Texas
$1.07M
TWP
31
Tyche Wealth Partners
Texas
$762K +$440 +12 +0.1%
GF
32
Gimbal Financial
Indiana
$652K +$489K +13,327 +242%
ARC
33
Advisor Resource Council
Texas
$646K -$246K -6,704 -26%
FIM
34
Freedom Investment Management
Connecticut
$601K +$94.9K +2,586 +17%
PAG
35
Private Advisor Group
New Jersey
$570K +$16.6K +453 +3%
AL
36
ADE LLC
Maryland
$530K +$1.32K +36 +0.2%
KAS
37
Kestra Advisory Services
Texas
$522K +$35.3K +962 +7%
MA
38
MONECO Advisors
Connecticut
$517K +$5.14K +140 +0.9%
LT
39
Legacy Trust
Michigan
$473K
KPWS
40
Kestra Private Wealth Services
Texas
$456K +$3.45K +94 +0.7%
JWCA
41
J.W. Cole Advisors
Florida
$415K +$61.8K +1,685 +16%
FWP
42
Forefront Wealth Partners
Texas
$414K +$439K +11,962 New
CIA
43
Concurrent Investment Advisors
Florida
$408K -$8.55K -233 -2%
WA
44
Waddell & Associates
Tennessee
$393K +$3.52K +96 +0.9%
FPAS
45
Focus Partners Advisor Solutions
Missouri
$354K -$54.6K -1,487 -13%
SFP
46
Strategic Financial Partners
Oregon
$349K -$1.83K -50 -0.5%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$327K -$36.7K -1,000 -10%
P
48
&Partners
Tennessee
$316K -$136K -3,693 -29%
MWM
49
Mascagni Wealth Management
Mississippi
$311K
SWP
50
Stratos Wealth Partners
Ohio
$221K -$9.87K -269 -4%

PTMC Hedge Fund Activity: Q1 2025 in Review

71 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2025, worth a combined $270M — down 5.1% from $285M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PTMC positions and 7 closed out — a net gain of 3 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.91M. The largest seller was WBI Investments, cutting an estimated $3.85M.

  • 71 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2025, up from 68 in Q4 2024.
  • Funds reported $270M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2025, down 5.1% quarter-over-quarter.
  • 10 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2025 and 7 closed out, a net change of +3 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2025 was Morgan Stanley, an estimated $2.91M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2025 was WBI Investments, an estimated $3.85M sold.

Based on aggregated 13F filings for Q1 2025.