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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

75 hedge funds and large institutions have $259M invested in Pacer Trendpilot US Mid Cap ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
12
Reduced
37
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$30.2M
2
ODFS
O'Donnell Financial Services
California
+$12.4M
3
AAS
Avantax Advisory Services
Texas
+$5.3M
4
CG
Clarus Group
Texas
+$1.22M
5
Ameriprise
Ameriprise
Minnesota
+$1.06M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$19.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.21M
3
UBS Group
UBS Group
Switzerland
-$2.09M
4
NA
NewEdge Advisors
Louisiana
-$1.12M
5
Bank of America
Bank of America
North Carolina
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
51
Castle Rock Wealth Management
California
$291K – – –
ARC
52
Advisor Resource Council
Texas
$266K -$223K -6,793 -46%
RJT
53
Raymond James Trust
Florida
$235K – – –
FIM
54
Freedom Investment Management
Connecticut
$205K +$205K +6,241 New
SWP
55
Stratos Wealth Partners
Ohio
$200K -$14.1K -430 -7%
BBHC
56
Brown Brothers Harriman & Co
New York
$139K – – –
SPIA
57
Steward Partners Investment Advisory
New York
$134K -$690K -20,991 -84%
PTC
58
Private Trust Company
Ohio
$92.3K -$3.16K -96 -3%
OP
59
ORG Partners
Indiana
$91K +$12.9K +393 +17%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$69.3K -$35.3K -1,150 -34%
Comerica Bank
61
Comerica Bank
Texas
$60.8K -$32.9K -1,002 -35%
KWAG
62
Kiely Wealth Advisory Group
North Carolina
$48.4K +$48.4K +1,476 New
WP
63
WealthShield Partners
North Carolina
$40.9K -$479K -14,291 -92%
FCAS
64
First Command Advisory Services
Texas
$40.9K +$40.9K +1,244 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$40.8K – – –
EWA
66
EverSource Wealth Advisors
Alabama
$32.9K +$32.9K +1,000 New
AWM
67
Aspire Wealth Management
Massachusetts
$31.5K – – –
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$24.6K – – –
ADL
69
Asset Dedication LLC
California
$18K – – –
IA
70
IFP Advisors
Florida
$12.7K – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$12.1K – – –
FFA
72
Founders Financial Alliance
North Carolina
$11.8K – – –
WIA
73
Wetzel Investment Advisors
Indiana
$5K +$5K +150 New
BFEC
74
Benjamin F. Edwards & Company
Missouri
$4K – – –
TRCT
75
Tower Research Capital (TRC)
New York
$657 +$657 +20 New
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