PTMC icon

Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

72 hedge funds and large institutions have $250M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
24
Reduced
26
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFAS
1
Level Four Advisory Services
Texas
$5.69M
2
WI
2
WBI Investments
New Jersey
$11M
3
JCM
3
J2 Capital Management
Michigan
$5.25M
4
MCA
4
Magnolia Capital Advisors
Mississippi
$1.45M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.24M
2
Bank of America
2
Bank of America
North Carolina
$35.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$30.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.83M
5
Citadel Advisors
5
Citadel Advisors
Florida
$601K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
51
Laidlaw Wealth Management
New York
$316K – – –
LT
52
Legacy Trust
Michigan
$315K – – –
BBHC
53
Brown Brothers Harriman & Co
New York
$305K – – –
HI
54
Harbour Investments
Wisconsin
$304K -$6.72K -204 -2%
CRWM
55
Castle Rock Wealth Management
California
$298K – – –
SPC
56
Sigma Planning Corp
Michigan
$273K -$99.4K -3,018 -27%
FIM
57
Freedom Investment Management
Connecticut
$236K -$955 -29 -0.4%
RJT
58
Raymond James Trust
Florida
$235K – – –
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$211K +$211K +4,407 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$121K +$90.6K +2,802 +295%
PTC
61
Private Trust Company
Ohio
$95.7K – – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$40.9K – – –
AWM
63
Aspire Wealth Management
Massachusetts
$31.6K – – –
SIC
64
Salem Investment Counselors
North Carolina
$20.3K +$20.3K +617 New
ADL
65
Asset Dedication LLC
California
$18K – – –
GWSG
66
GPS Wealth Strategies Group
Colorado
$13.3K -$83.9K -2,551 -86%
IA
67
IFP Advisors
Florida
$12.7K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$12.2K +$7.41K +225 +155%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +351 New
FFA
70
Founders Financial Alliance
North Carolina
$11.9K – – –
FGAM
71
Financial Gravity Asset Management
Texas
$6.64K +$6.64K +33 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$4K – – –
BAM
73
Belpointe Asset Management
Nevada
– -$33.3K -1,050 Closed
1 2
3