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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

70 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 9 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% 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
9
Increased
30
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$35.5M
2
GWM
Geneos Wealth Management
Colorado
$4.14M
3
Wells Fargo
Wells Fargo
California
$34.5M
4
JCM
J2 Capital Management
Michigan
$3.55M
5
DC
Davenport & Co
Virginia
$1.1M

Top Sellers

1
WI
WBI Investments
New Jersey
$3.27M
2
ODFS
O'Donnell Financial Services
California
$15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.76M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
MWM
Maridea Wealth Management
New York
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$214K +$3.11K +90 +1%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$212K -$35.1K -1,016 -14%
HI
53
Harbour Investments
Wisconsin
$148K -$13.8K -400 -9%
SPIA
54
Steward Partners Investment Advisory
New York
$106K – – –
AG
55
AmeriFlex Group
Nevada
$73K -$15.3K -443 -17%
PTC
56
Private Trust Company
Ohio
$65.2K – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$49.3K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$48K +$48K +1,386 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$47.3K – – –
EWA
60
EverSource Wealth Advisors
Alabama
$35.6K +$311 +9 +0.9%
AssetMark Inc
61
AssetMark Inc
California
$32.1K +$32.1K +928 New
Comerica Bank
62
Comerica Bank
Texas
$31.1K – – –
RFA
63
Register Financial Advisors
Georgia
$30K +$30K +868 New
WP
64
WealthShield Partners
North Carolina
$25.9K -$16.4K -474 -39%
IA
65
IFP Advisors
Florida
$13.4K – – –
MCM
66
MV Capital Management
Maryland
$7.89K +$7.89K +228 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +192 New
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$6.68K -$3.6K -104 -35%
CIAS
69
Capital Investment Advisory Services
North Carolina
$415 +$415 +12 New
OP
70
ORG Partners
Indiana
$295 -$321 – –
Russell Investments Group
71
Russell Investments Group
United Kingdom
$17 +$17 +1 New
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$757K -20,528 Closed
SPC
73
Sigma Planning Corp
Michigan
– -$225K -6,093 Closed
OMC
74
Old Mission Capital
Illinois
– -$213K -5,774 Closed
BCI
75
Brinker Capital Investments
Pennsylvania
– -$209K -5,655 Closed
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