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Pacer Trendpilot US Mid Cap ETF

71 hedge funds and large institutions have $270M invested in Pacer Trendpilot US Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

4% more funds holding

Funds holding: 6871 (+3)

0.78% more ownership

Funds ownership: 66.01%66.78% (+0.78%)

5% less capital invested

Capital invested by funds: $285M → $270M (-$14.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
30
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$214K +$3.3K +90 +1%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$212K -$37.3K -1,016 -14%
IFG
53
Independent Financial Group
California
$204K +$217K +5,904 New
HI
54
Harbour Investments
Wisconsin
$148K -$14.7K -400 -9%
SPIA
55
Steward Partners Investment Advisory
New York
$106K
AG
56
AmeriFlex Group
Nevada
$73K -$16.3K -443 -17%
PTC
57
Private Trust Company
Ohio
$65.2K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$49.3K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$48K +$50.9K +1,386 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$47.3K
EWA
61
EverSource Wealth Advisors
Alabama
$35.6K +$330 +9 +0.9%
AssetMark Inc
62
AssetMark Inc
California
$32.1K +$34.1K +928 New
Comerica Bank
63
Comerica Bank
Texas
$31.1K
RFA
64
Register Financial Advisors
Georgia
$30K +$31.9K +868 New
WP
65
WealthShield Partners
North Carolina
$25.9K -$17.4K -474 -39%
IA
66
IFP Advisors
Florida
$13.4K
MCM
67
MV Capital Management
Maryland
$7.89K +$8.37K +228 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.04K +192 New
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$6.68K -$3.82K -104 -35%
CIAS
70
Capital Investment Advisory Services
North Carolina
$415 +$440 +12 New
OP
71
ORG Partners
Indiana
$295
Russell Investments Group
72
Russell Investments Group
United Kingdom
$17 +$37 +1 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
-$757K -20,528 Closed
SPC
74
Sigma Planning Corp
Michigan
-$225K -6,093 Closed
OMC
75
Old Mission Capital
Illinois
-$213K -5,774 Closed

PTMC Hedge Fund Activity: Q1 2025 in Review

71 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2025, worth a combined $270M — down 5.1% from $285M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PTMC positions and 7 closed out — a net gain of 3 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.91M. The largest seller was WBI Investments, cutting an estimated $3.85M.

  • 71 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2025, up from 68 in Q4 2024.
  • Funds reported $270M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2025, down 5.1% quarter-over-quarter.
  • 10 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2025 and 7 closed out, a net change of +3 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2025 was Morgan Stanley, an estimated $2.91M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2025 was WBI Investments, an estimated $3.85M sold.

Based on aggregated 13F filings for Q1 2025.