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Pacer Trendpilot US Mid Cap ETF

68 hedge funds and large institutions have $285M invested in Pacer Trendpilot US Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

5% more capital invested

Capital invested by funds: $271M → $285M (+$14.3M)

3% more funds holding

Funds holding: 6668 (+2)

2.16% more ownership

Funds ownership: 63.85%66.01% (+2.2%)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
25
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$224K -$1.18M -30,886 -84%
OMC
52
Old Mission Capital
Illinois
$213K -$4.85K -127 -2%
BCI
53
Brinker Capital Investments
Pennsylvania
$209K -$17.2K -451 -7%
OPS
54
Orion Portfolio Solutions
Nebraska
$209K -$17.2K -451 -7%
GF
55
Gimbal Financial
Indiana
$204K +$211K +5,518 New
HI
56
Harbour Investments
Wisconsin
$172K -$27.5K -720 -13%
SPIA
57
Steward Partners Investment Advisory
New York
$112K -$18K -471 -13%
AG
58
AmeriFlex Group
Nevada
$97.9K +$97.6K +2,554 New
PTC
59
Private Trust Company
Ohio
$69.5K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$52.5K +$35.8K +938 +193%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$50.4K -$34.1K -892 -40%
WP
62
WealthShield Partners
North Carolina
$45.2K -$28.5K -747 -38%
EWA
63
EverSource Wealth Advisors
Alabama
$37.6K
Comerica Bank
64
Comerica Bank
Texas
$33.2K
ACA
65
Aptus Capital Advisors
Alabama
$26.8K +$27.5K +721 New
IA
66
IFP Advisors
Florida
$14.2K
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$11K -$5.62K -147 -33%
FIA
68
FNY Investment Advisers
New York
$7K +$7.64K +200 New
OP
69
ORG Partners
Indiana
$321 -$649 -17 Closed
IIC
70
Integrated Investment Consultants
Michigan
-$19.4K -19,415 Closed
Jane Street
71
Jane Street
New York
-$295K -7,938 Closed
AWS
72
Atria Wealth Solutions
New York
-$246K -6,624 Closed
KWAG
73
Kiely Wealth Advisory Group
North Carolina
-$58K -1,476 Closed
BAM
74
Belpointe Asset Management
Nevada
-$8.4K -226 Closed

PTMC Hedge Fund Activity: Q4 2024 in Review

68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2024, worth a combined $285M — up 5.3% from $271M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PTMC positions and 6 closed out — a net gain of 5 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.32M. The largest seller was Financial Advocates Investment Management, cutting an estimated $1.18M.

  • 68 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $285M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2024, up 5.3% quarter-over-quarter.
  • 11 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2024 and 6 closed out, a net change of +5 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2024 was Morgan Stanley, an estimated $4.32M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2024 was Financial Advocates Investment Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2024.