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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

68 hedge funds and large institutions have $235M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
21
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.18M
2
Bank of America
2
Bank of America
North Carolina
$37.1M
3
EF
3
Empirical Finance
Pennsylvania
$1.86M
4
UBS Group
4
UBS Group
Switzerland
$7.74M
5
JCM
5
J2 Capital Management
Michigan
$3.46M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$30.2K
2
Wells Fargo
2
Wells Fargo
California
$20.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$26M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$30.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
51
Brown Brothers Harriman & Co
New York
$294K – – –
CRWM
52
Castle Rock Wealth Management
California
$288K – – –
FIM
53
Freedom Investment Management
Connecticut
$228K -$3.05K -96 -1%
RJT
54
Raymond James Trust
Florida
$227K -$9.73K -306 -4%
SPIA
55
Steward Partners Investment Advisory
New York
$205K -$34.9K -1,100 -15%
GWSG
56
GPS Wealth Strategies Group
Colorado
$93.8K +$93.8K +2,954 New
PTC
57
Private Trust Company
Ohio
$92.2K -$9.53K -300 -9%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$39.5K – – –
BAM
59
Belpointe Asset Management
Nevada
$33.3K +$2.38K +75 +8%
AWM
60
Aspire Wealth Management
Massachusetts
$30.5K – – –
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$30.2K -$6.36M -200,465 -100%
ADL
62
Asset Dedication LLC
California
$17K – – –
CFGS
63
Concourse Financial Group Securities
Alabama
$15.9K -$371K -11,700 -96%
IA
64
IFP Advisors
Florida
$12.4K -$676 -21 -5%
FFA
65
Founders Financial Alliance
North Carolina
$11.4K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$4.6K -$95 -3 -2%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$4K -$6.4K -200 -62%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$3.86K +$70 +2,217 +2%
Jane Street
69
Jane Street
New York
– -$682K -21,845 Closed
MCC
70
Money Concepts Capital
Florida
– -$489K -15,654 Closed
Truist Financial
71
Truist Financial
North Carolina
– -$418K -13,405 Closed
GSIAS
72
Garden State Investment Advisory Services
New Jersey
– -$387K -12,381 Closed
PA
73
PSI Advisors
Florida
– -$20.8K -665 Closed
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
– -$18K -588 Closed
HIA
75
Harbor Investment Advisory
Maryland
– -$9.11K -292 Closed
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