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Pacer Trendpilot US Mid Cap ETF
PTMC

80 hedge funds and large institutions have $287M invested in Pacer Trendpilot US Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

13% more funds holding

Funds holding: 71 → 80 (+9)

6% more capital invested

Capital invested by funds: $270M → $287M (+$16.9M)

1.68% less ownership

Funds ownership: 66.78% → 65.1% (-1.7%)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% 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
11
Increased
23
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$10.2M
2
IWP
Invenio Wealth Partners
Florida
+$9.7M
3
NA
NewEdge Advisors
Louisiana
+$4.3M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.9M
5
DC
Davenport & Co
Virginia
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
ODFS
O'Donnell Financial Services
California
-$5.27M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.56M
3
MML Investors Services
MML Investors Services
Massachusetts
-$2.52M
4
UBS Group
UBS Group
Switzerland
-$2.14M
5
Bank of America
Bank of America
North Carolina
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.91M +$1.9M +54,798 New
EF
27
Empirical Finance
Pennsylvania
$1.69M – – –
GF
28
Gimbal Financial
Indiana
$1.66M +$997K +28,698 +152%
MWM
29
Maridea Wealth Management
New York
$1.66M -$309K -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 -$2.56M -73,653 -68%
MWA
32
Meridian Wealth Advisors
Texas
$1.08M – – –
TWP
33
Tyche Wealth Partners
Texas
$724K -$44.5K -1,280 -6%
FIM
34
Freedom Investment Management
Connecticut
$664K +$57.5K +1,654 +10%
BRWA
35
B. Riley Wealth Advisors
Florida
$653K +$651K +18,723 New
SA
36
Sanctuary Advisors
Indiana
$651K +$649K +18,676 New
KAS
37
Kestra Advisory Services
Texas
$574K +$47.7K +1,373 +9%
PAG
38
Private Advisor Group
New Jersey
$570K -$4.45K -128 -0.8%
AL
39
ADE LLC
Maryland
$534K – – –
LT
40
Legacy Trust
Michigan
$476K – – –
MML Investors Services
41
MML Investors Services
Massachusetts
$461K -$2.52M -72,392 -85%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$438K +$436K +12,558 New
MA
43
MONECO Advisors
Connecticut
$436K -$85.2K -2,451 -16%
ARC
44
Advisor Resource Council
Texas
$423K -$227K -6,537 -35%
KPWS
45
Kestra Private Wealth Services
Texas
$423K -$36.3K -1,046 -8%
JWCA
46
J.W. Cole Advisors
Florida
$418K – – –
CIA
47
Concurrent Investment Advisors
Florida
$410K -$973 -28 -0.2%
WA
48
Waddell & Associates
Tennessee
$396K – – –
SFP
49
Strategic Financial Partners
Oregon
$364K +$12.2K +350 +3%
IFG
50
Independent Financial Group
California
$333K +$126K +3,634 +62%
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PTMC Hedge Fund Activity: Q2 2025 in Review

80 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q2 2025, worth a combined $287M — up 6.2% from $270M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PTMC positions and 2 closed out — a net gain of 9 holders — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.2M. The largest seller was O'Donnell Financial Services, cutting an estimated $5.27M.

  • 80 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q2 2025, up from 71 in Q1 2025.
  • Funds reported $287M of Pacer Trendpilot US Mid Cap ETF stock for Q2 2025, up 6.2% quarter-over-quarter.
  • 11 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q2 2025 and 2 closed out, a net change of +9 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q2 2025 was Wells Fargo, an estimated $10.2M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q2 2025 was O'Donnell Financial Services, an estimated $5.27M sold.

Based on aggregated 13F filings for Q2 2025.