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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

77 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 9 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 2 closing their positions.

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
21
Reduced
27
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$45M
2
IWP
2
Invenio Wealth Partners
Florida
$9.74M
3
NA
3
NewEdge Advisors
Louisiana
$8.93M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.91M
5
DC
5
Davenport & Co
Virginia
$2.52M

Top Sellers

1
ODFS
1
O'Donnell Financial Services
California
$9.79M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.22M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$461K
4
UBS Group
4
UBS Group
Switzerland
$3.77M
5
Bank of America
5
Bank of America
North Carolina
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
P
51
&Partners
Tennessee
$293K 8,399 -750 -8%
CIAS
52
Capital Investment Advisory Services
North Carolina
$293K 8,398 +8,386 +69,883%
FPAS
53
Focus Partners Advisor Solutions
Missouri
$265K 7,604 -2,629 -26%
OMC
54
Old Mission Capital
Illinois
$255K 7,321 +7,321 New
SWP
55
Stratos Wealth Partners
Ohio
$223K 6,401 – –
FAIM
56
Financial Advocates Investment Management
Washington
$215K 6,175 – –
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$214K 6,134 – –
SPC
58
Sigma Planning Corp
Michigan
$206K 5,897 +5,897 New
CWP
59
Cyndeo Wealth Partners
Florida
$204K 5,856 +5,856 New
HI
60
Harbour Investments
Wisconsin
$128K 3,680 -592 -14%
SPIA
61
Steward Partners Investment Advisory
New York
$106K 3,049 – –
TPCW
62
TD Private Client Wealth
New York
$105K 3,000 +3,000 New
PTC
63
Private Trust Company
Ohio
$65.7K 1,883 – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$65.1K 1,865 +479 +35%
AssetMark Inc
65
AssetMark Inc
California
$63K 1,806 +878 +95%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$50.4K 1,445 +21 +1%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$47.6K 1,366 – –
AG
68
AmeriFlex Group
Nevada
$38.7K 1,111 -1,000 -47%
EWA
69
EverSource Wealth Advisors
Alabama
$35.9K 1,028 – –
Comerica Bank
70
Comerica Bank
Texas
$31.4K 900 – –
RFA
71
Register Financial Advisors
Georgia
$30.3K 868 – –
WP
72
WealthShield Partners
North Carolina
$26.1K 748 – –
IA
73
IFP Advisors
Florida
$13.5K 386 – –
AAS
74
Ameritas Advisory Services
Nebraska
$11.7K 336 +336 New
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$10.2K 293 +100 +52%
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