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Pacer Trendpilot US Mid Cap ETF
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Overview Fund Activity

73 hedge funds and large institutions have $345M invested in Pacer Trendpilot US Mid Cap ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
24
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$3.67M
2
Bank of America
Bank of America
North Carolina
+$2.69M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.32M
4
Truist Financial
Truist Financial
North Carolina
+$845K
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$691K

Top Sellers

1
GWAG
Garrett Wealth Advisory Group
Texas
-$14.6M
2
Morgan Stanley
Morgan Stanley
New York
-$5.97M
3
Wells Fargo
Wells Fargo
California
-$3.67M
4
UBS Group
UBS Group
Switzerland
-$3.48M
5
RJA
Raymond James & Associates
Florida
-$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$265K +$214K +6,983 +418%
EH
52
Equitable Holdings
New York
$261K +$261K +8,490 New
WS
53
Wedbush Securities
California
$252K – – –
TWM
54
Titus Wealth Management
California
$251K – – –
HighTower Advisors
55
HighTower Advisors
Illinois
$219K – – –
CFA
56
Carroll Financial Associates
North Carolina
$137K -$95.2K -3,100 -41%
FHA
57
Flagship Harbor Advisors
Massachusetts
$109K +$800 +26 +0.7%
CAAS
58
Capital Asset Advisory Services
Michigan
$95K +$95K +3,078 New
APA
59
American Portfolios Advisors
New York
$89.2K +$28.7K +935 +48%
NFG
60
Next Financial Group
Texas
$54K -$78.9K -2,570 -59%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$38K – – –
Citigroup
62
Citigroup
New York
$38K +$7.36K +240 +24%
SIS
63
Sound Income Strategies
Florida
$38K +$21K +680 +124%
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$63 +2 +0.3%
ACM
65
Allred Capital Management
Texas
$16.3K +$16.3K +532 New
PA
66
PSI Advisors
Florida
$16K +$16K +546 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
SCA
68
Stonebridge Capital Advisors
Minnesota
$10K – – –
LFA
69
Lighthouse Financial Advisors
Maryland
$8K +$8K +274 New
NSIM
70
North Star Investment Management
Illinois
$7K – – –
WEC
71
Winslow Evans & Crocker
Massachusetts
$4K – – –
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$2K +$2K +66 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$1K -$16.8K -737 -94%
GWAG
74
Garrett Wealth Advisory Group
Texas
– -$14.6M -499,494 Closed
BAM
75
Belpointe Asset Management
Nevada
– -$1.5M -51,358 Closed
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