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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

72 hedge funds and large institutions have $242M invested in Pacer Trendpilot US Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
21
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.27M
2
ODFS
2
O'Donnell Financial Services
California
$16.5M
3
Wells Fargo
3
Wells Fargo
California
$26.8M
4
GS
4
GTS Securities
New York
$1.02M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$6.39M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.79M
2
CG
2
Clarus Group
Texas
$0
3
WI
3
WBI Investments
New Jersey
$6.93M
4
AAS
4
Avantax Advisory Services
Texas
$4.81M
5
MCA
5
Magnolia Capital Advisors
Mississippi
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
51
Orion Portfolio Solutions
Nebraska
$214K +$214K +6,149 New
BCI
52
Brinker Capital Investments
Pennsylvania
$214K +$214K +6,149 New
SWP
53
Stratos Wealth Partners
Ohio
$213K -$9.33K -268 -4%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$207K -$15.2K -437 -7%
SPIA
55
Steward Partners Investment Advisory
New York
$122K -$3.58K -103 -3%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$79.3K – – –
PTC
57
Private Trust Company
Ohio
$65.5K -$4.94K -142 -7%
IAIM
58
International Assets Investment Management
Florida
$60K +$60K +1,725 New
KWAG
59
Kiely Wealth Advisory Group
North Carolina
$51.4K – – –
WP
60
WealthShield Partners
North Carolina
$42.5K – – –
EWA
61
EverSource Wealth Advisors
Alabama
$37.5K – – –
AWM
62
Aspire Wealth Management
Massachusetts
$33.4K – – –
Comerica Bank
63
Comerica Bank
Texas
$31.3K -$33.1K -951 -51%
RFA
64
Register Financial Advisors
Georgia
$29.9K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$18.7K +$7.34K +211 +65%
IA
66
IFP Advisors
Florida
$13.4K – – –
FFA
67
Founders Financial Alliance
North Carolina
$12.8K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$8.04K +$8.04K +231 New
OP
69
ORG Partners
Indiana
$6.93K +$6.93K +191 New
BAM
70
Belpointe Asset Management
Nevada
$5.62K +$5.62K +162 New
WIA
71
Wetzel Investment Advisors
Indiana
$5.41K – – –
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$5.01K -$17.6K -506 -78%
CG
73
Clarus Group
Texas
– -$2.43M -67,465 Closed
MCA
74
Magnolia Capital Advisors
Mississippi
– -$1.47M -43,880 Closed
Jane Street
75
Jane Street
New York
– -$891K -24,729 Closed
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