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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

68 hedge funds and large institutions have $285M invested in Pacer Trendpilot US Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
25
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$34.9M
2
LPL Financial
LPL Financial
California
$20.1M
3
Bank of America
Bank of America
North Carolina
$39.5M
4
MW
MBL Wealth
North Carolina
$8.55M
5
ARC
Advisor Resource Council
Texas
$936K

Top Sellers

1
FAIM
Financial Advocates Investment Management
Washington
$224K
2
Ameriprise
Ameriprise
Minnesota
$3.17M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.67M
4
Jane Street
Jane Street
New York
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$39.5M +$1.45M +39,301 +4%
Wells Fargo
2
Wells Fargo
California
$35M +$467K +12,670 +1%
Morgan Stanley
3
Morgan Stanley
New York
$34.9M +$4.17M +113,058 +14%
LPL Financial
4
LPL Financial
California
$20.1M +$1.7M +46,115 +9%
ODFS
5
O'Donnell Financial Services
California
$19M -$48.7K -1,321 -0.3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.9M +$198K +5,356 +1%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$11M +$478K +12,954 +5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$9.79M -$264K -7,167 -3%
Raymond James Financial
9
Raymond James Financial
Florida
$9.34M +$9.34M +253,273 New
MW
10
MBL Wealth
North Carolina
$8.55M +$1.12M +30,236 +15%
WI
11
WBI Investments
New Jersey
$7.35M +$222K +6,013 +3%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$6.95M +$9.96K +270 +0.1%
LFAS
13
Level Four Advisory Services
Texas
$6.89M -$14.6K -396 -0.2%
UBS Group
14
UBS Group
Switzerland
$6.05M +$166K +4,510 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.1M +$81.2K +2,200 +2%
NA
16
NewEdge Advisors
Louisiana
$4.99M +$157K +4,266 +3%
AAS
17
Avantax Advisory Services
Texas
$4.7M +$225K +6,096 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.67M -$400K -10,843 -8%
Ameriprise
19
Ameriprise
Minnesota
$3.17M -$553K -14,993 -15%
Stifel Financial
20
Stifel Financial
Missouri
$3.08M +$381K +10,328 +14%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.99M +$84.3K +2,286 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.9M +$317K +8,606 +12%
MWM
23
Maridea Wealth Management
New York
$2.47M +$2.47M +67,016 New
JCM
24
J2 Capital Management
Michigan
$2.26M +$2.26M +61,340 New
Osaic Holdings
25
Osaic Holdings
Arizona
$2.03M +$265K +7,189 +15%
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