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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

75 hedge funds and large institutions have $268M invested in Pacer Trendpilot US Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
27
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13.7M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$5.57M
3
Wells Fargo
Wells Fargo
California
$26.2M
4
Ameriprise
Ameriprise
Minnesota
$3.92M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.87M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$28.3M
2
WI
WBI Investments
New Jersey
$9.51M
3
UBS Group
UBS Group
Switzerland
$5.73M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$8.71M
5
RJA
Raymond James & Associates
Florida
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$37.3M +$471K +13,063 +1%
Morgan Stanley
2
Morgan Stanley
New York
$28.3M -$35.6M -988,324 -56%
Wells Fargo
3
Wells Fargo
California
$26.2M +$3.32M +92,087 +14%
LPL Financial
4
LPL Financial
California
$18.4M -$294K -8,149 -2%
ODFS
5
O'Donnell Financial Services
California
$14.4M +$780K +21,639 +6%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.7M +$13.3M +370,404 +4,181%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$10.6M -$663K -18,415 -6%
CAN
8
Cetera Advisor Networks
California
$10.3M -$529K -14,694 -5%
WI
9
WBI Investments
New Jersey
$9.51M -$1.46M -40,561 -13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.71M -$985K -27,340 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.68M -$630K -17,488 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.87M +$993K +27,553 +17%
AAS
13
Avantax Advisory Services
Texas
$6.56M +$9.84K +273 +0.2%
MW
14
MBL Wealth
North Carolina
$6.55M +$121K +3,365 +2%
UBS Group
15
UBS Group
Switzerland
$5.73M -$1.26M -34,833 -18%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$5.57M +$5.57M +154,471 New
LFAS
17
Level Four Advisory Services
Texas
$5.34M +$196K +5,953 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.04M +$65K +1,803 +2%
Ameriprise
19
Ameriprise
Minnesota
$3.92M +$2.76M +76,640 +238%
CA
20
Cetera Advisors
Colorado
$3.1M -$144K -3,983 -4%
NA
21
NewEdge Advisors
Louisiana
$3.05M -$38.1K -1,058 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.69M +$25.7K +714 +1%
CG
23
Clarus Group
Texas
$2.43M +$20.7K +574 +0.9%
Stifel Financial
24
Stifel Financial
Missouri
$2.36M +$64K +1,776 +3%
EF
25
Empirical Finance
Pennsylvania
$2.11M – – –
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