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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

75 hedge funds and large institutions have $244M invested in Pacer Trendpilot US Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
22
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.21M
3
KAS
3
Kestra Advisory Services
Texas
$1.61M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.19M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.91M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$34.4M
2
UBS Group
2
UBS Group
Switzerland
$6.24M
3
LFAS
3
Level Four Advisory Services
Texas
$2.13M
4
Morgan Stanley
4
Morgan Stanley
New York
$29M
5
LPL Financial
5
LPL Financial
California
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
51
Brown Brothers Harriman & Co
New York
$289K – – –
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$275K -$22.3K -716 -8%
SPIA
53
Steward Partners Investment Advisory
New York
$236K +$31 +1 +0%
RJT
54
Raymond James Trust
Florida
$232K – – –
FIM
55
Freedom Investment Management
Connecticut
$227K -$127K -4,077 -36%
WP
56
WealthShield Partners
North Carolina
$203K +$203K +6,490 New
GWM
57
Geneos Wealth Management
Colorado
$165K +$21.5K +688 +15%
PTC
58
Private Trust Company
Ohio
$100K – – –
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$38.8K – – –
HWMA
60
Heritage Wealth Management (Arizona)
Arizona
$38.1K +$19.1K +611 +100%
BAM
61
Belpointe Asset Management
Nevada
$30.4K +$30.4K +975 New
AWM
62
Aspire Wealth Management
Massachusetts
$29.9K – – –
IA
63
IFP Advisors
Florida
$22K – – –
PA
64
PSI Advisors
Florida
$20.8K – – –
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$18K – – –
ADL
66
Asset Dedication LLC
California
$17K +$17K +536 New
FFA
67
Founders Financial Alliance
North Carolina
$11.2K +$94 +3 +0.8%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$10K -$3.85K -125 -28%
HIA
69
Harbor Investment Advisory
Maryland
$9.11K +$9.11K +292 New
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$8.49K -$36.1K -1,157 -81%
FGAM
71
Financial Gravity Asset Management
Texas
$5.48K +$5.48K +31 New
Fidelity Investments
72
Fidelity Investments
Massachusetts
$4.62K +$2.15K +69 +87%
AWM
73
Accurate Wealth Management
Florida
$1.71K +$1.71K +53 New
CA
74
CoreCap Advisors
Michigan
$1.08K +$1.08K +34 New
PAG
75
Private Advisor Group
New Jersey
$575 -$20 -642 -3%
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