PTMC icon

Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

72 hedge funds and large institutions have $242M invested in Pacer Trendpilot US Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
21
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.27M
2
ODFS
2
O'Donnell Financial Services
California
$16.5M
3
Wells Fargo
3
Wells Fargo
California
$26.8M
4
GS
4
GTS Securities
New York
$1.02M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$6.39M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.79M
2
CG
2
Clarus Group
Texas
$0
3
WI
3
WBI Investments
New Jersey
$6.93M
4
AAS
4
Avantax Advisory Services
Texas
$4.81M
5
MCA
5
Magnolia Capital Advisors
Mississippi
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$35.4M 1,017,391 -18,033 -2%
Morgan Stanley
2
Morgan Stanley
New York
$27.3M 785,279 -715 -0.1%
Wells Fargo
3
Wells Fargo
California
$26.8M 769,429 +41,686 +6%
LPL Financial
4
LPL Financial
California
$17.9M 514,464 +4,300 +0.8%
ODFS
5
O'Donnell Financial Services
California
$16.5M 473,852 +74,332 +19%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.2M 378,586 -677 -0.2%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$9.55M 274,360 -20,719 -7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.27M 266,426 +75,682 +40%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.06M 231,616 -9,989 -4%
WI
10
WBI Investments
New Jersey
$6.93M 199,275 -64,768 -25%
MW
11
MBL Wealth
North Carolina
$6.59M 189,513 +7,740 +4%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$6.39M 183,790 +29,319 +19%
LFAS
13
Level Four Advisory Services
Texas
$5.66M 162,774 +303 +0.2%
UBS Group
14
UBS Group
Switzerland
$5.56M 159,914 +897 +0.6%
AAS
15
Avantax Advisory Services
Texas
$4.81M 138,262 -43,834 -24%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.88M 111,369 -799 -0.7%
Ameriprise
17
Ameriprise
Minnesota
$3.86M 110,838 +2,048 +2%
NA
18
NewEdge Advisors
Louisiana
$3.28M 94,247 +9,498 +11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.51M 72,034 -2,643 -4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.5M 71,887 +26,970 +60%
Stifel Financial
21
Stifel Financial
Missouri
$2.24M 64,456 -1,002 -2%
EF
22
Empirical Finance
Pennsylvania
$2.03M 58,484 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$1.79M 51,354 -161,881 -76%
FAIM
24
Financial Advocates Investment Management
Washington
$1.69M 48,544 -1,222 -2%
Citadel Advisors
25
Citadel Advisors
Florida
$1.38M 39,681 +22,162 +127%
1
2 3 4