PTMC icon

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.

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

Top Sellers

1
WI
1
WBI Investments
New Jersey
$3.27M
2
ODFS
2
O'Donnell Financial Services
California
$15M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.76M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
MWM
5
Maridea Wealth Management
New York
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$36.9M 1,066,844 -4,692 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$35.5M 1,025,588 +79,336 +8%
Wells Fargo
3
Wells Fargo
California
$34.5M 997,046 +47,410 +5%
LPL Financial
4
LPL Financial
California
$19M 550,422 +4,587 +0.8%
ODFS
5
O'Donnell Financial Services
California
$15M 432,246 -81,912 -16%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.1M 378,574 +1,062 +0.3%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$10.6M 306,954 +8,840 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$9.31M 269,133 +15,860 +6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$9.26M 267,608 +2,346 +0.9%
MW
10
MBL Wealth
North Carolina
$8.27M 239,070 +7,308 +3%
LFAS
11
Level Four Advisory Services
Texas
$6.67M 192,900 +6,108 +3%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$6.51M 188,126 -256 -0.1%
UBS Group
13
UBS Group
Switzerland
$5.87M 169,536 +5,448 +3%
AAS
14
Avantax Advisory Services
Texas
$4.69M 135,471 +8,052 +6%
NA
15
NewEdge Advisors
Louisiana
$4.58M 132,268 -3,013 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.4M 127,218 +586 +0.5%
GWM
17
Geneos Wealth Management
Colorado
$4.14M 119,586 +73,128 +157%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.76M 108,706 -29,573 -21%
JCM
19
J2 Capital Management
Michigan
$3.55M 102,673 +41,333 +67%
WI
20
WBI Investments
New Jersey
$3.27M 94,424 -104,870 -53%
Stifel Financial
21
Stifel Financial
Missouri
$3.15M 91,111 +7,716 +9%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.96M 85,611 +4,583 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.93M 84,676 +6,201 +8%
Ameriprise
24
Ameriprise
Minnesota
$2.85M 82,259 -3,649 -4%
MWM
25
Maridea Wealth Management
New York
$1.95M 56,352 -10,664 -16%
1
2 3 4