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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

78 hedge funds and large institutions have $286M invested in Pacer Trendpilot US Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
21
Reduced
27
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$10.2M
2
IWP
Invenio Wealth Partners
Florida
+$9.74M
3
NA
NewEdge Advisors
Louisiana
+$4.32M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.91M
5
DC
Davenport & Co
Virginia
+$1.42M

Top Sellers

1
ODFS
O'Donnell Financial Services
California
-$5.29M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.57M
3
MML Investors Services
MML Investors Services
Massachusetts
-$2.52M
4
UBS Group
UBS Group
Switzerland
-$2.15M
5
Bank of America
Bank of America
North Carolina
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.91M +$1.91M +54,798 New
EF
27
Empirical Finance
Pennsylvania
$1.69M – – –
GF
28
Gimbal Financial
Indiana
$1.66M +$1M +28,698 +152%
MWM
29
Maridea Wealth Management
New York
$1.66M -$310K -8,889 -16%
WMWM
30
Whitaker-Myers Wealth Managers
Ohio
$1.26M +$19K +546 +2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.22M -$2.57M -73,653 -68%
MWA
32
Meridian Wealth Advisors
Texas
$1.08M – – –
TWP
33
Tyche Wealth Partners
Texas
$724K -$44.6K -1,280 -6%
FIM
34
Freedom Investment Management
Connecticut
$664K +$57.7K +1,654 +10%
BRWA
35
B. Riley Wealth Advisors
Florida
$653K +$653K +18,723 New
KAS
36
Kestra Advisory Services
Texas
$574K +$47.9K +1,373 +9%
PAG
37
Private Advisor Group
New Jersey
$570K -$4.47K -128 -0.8%
AL
38
ADE LLC
Maryland
$534K – – –
LT
39
Legacy Trust
Michigan
$476K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$461K -$2.52M -72,392 -85%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$438K +$438K +12,558 New
MA
42
MONECO Advisors
Connecticut
$436K -$85.5K -2,451 -16%
ARC
43
Advisor Resource Council
Texas
$423K -$228K -6,537 -35%
KPWS
44
Kestra Private Wealth Services
Texas
$423K -$36.5K -1,046 -8%
JWCA
45
J.W. Cole Advisors
Florida
$418K – – –
CIA
46
Concurrent Investment Advisors
Florida
$410K -$977 -28 -0.2%
WA
47
Waddell & Associates
Tennessee
$396K – – –
SFP
48
Strategic Financial Partners
Oregon
$364K +$12.2K +350 +3%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$330K – – –
MWM
50
Mascagni Wealth Management
Mississippi
$295K -$19K -544 -6%
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