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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

73 hedge funds and large institutions have $262M invested in Pacer Trendpilot US Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
27
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$39.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.6M
4
LFAS
4
Level Four Advisory Services
Texas
$6.01M
5
WI
5
WBI Investments
New Jersey
$8.8M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$360K
3
RJA
3
Raymond James & Associates
Florida
$4.27M
4
ARC
4
Advisor Resource Council
Texas
$471K
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$39.6M 1,147,669 +1,890 +0.2%
Bank of America
2
Bank of America
North Carolina
$39.2M 1,137,585 +257,676 +29%
Morgan Stanley
3
Morgan Stanley
New York
$35.6M 1,031,383 +72,931 +8%
Wells Fargo
4
Wells Fargo
California
$22.6M 654,399 -5,681 -0.9%
LPL Financial
5
LPL Financial
California
$19.4M 561,690 +4,603 +0.8%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$13.6M 394,421 +9,574 +2%
WI
7
WBI Investments
New Jersey
$8.8M 258,472 +33,816 +15%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.53M 224,569 +16,400 +8%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$6.8M 196,778 +196,778 New
UBS Group
10
UBS Group
Switzerland
$6.79M 196,909 +2,316 +1%
LFAS
11
Level Four Advisory Services
Texas
$6.01M 174,280 +71,574 +70%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.45M 158,020 -139 -0.1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.12M 148,360 +3,194 +2%
MW
14
MBL Wealth
North Carolina
$4.7M 136,233 +136,233 New
RJA
15
Raymond James & Associates
Florida
$4.27M 123,796 -40,707 -25%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.41M 98,825 +4,406 +5%
NA
17
NewEdge Advisors
Louisiana
$3.18M 92,250 +1,244 +1%
JCM
18
J2 Capital Management
Michigan
$2.83M 82,145 +24,092 +42%
FAIM
19
Financial Advocates Investment Management
Washington
$2.41M 69,778 +1,074 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.33M 67,448 +378 +0.6%
CA
21
Cetera Advisors
Colorado
$2.08M 60,404 +4,012 +7%
EP
22
Eudaimonia Partners
Tennessee
$1.98M 57,495 +57,495 New
Stifel Financial
23
Stifel Financial
Missouri
$1.54M 44,530 +11,893 +36%
MWA
24
Meridian Wealth Advisors
Texas
$1.07M 31,037 – –
PCA
25
Providence Capital Advisors
North Carolina
$862K 25 +25 New
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