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Pacer Trendpilot US Mid Cap ETF

71 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 10 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

4% more funds holding

Funds holding: 6871 (+3)

0.78% more ownership

Funds ownership: 66.01%66.78% (+0.78%)

5% less capital invested

Capital invested by funds: $285M → $270M (-$14.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% 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
10
Increased
30
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$36.9M -$172K -4,692 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$35.5M +$2.91M +79,336 +8%
Wells Fargo
3
Wells Fargo
California
$34.5M +$1.74M +47,410 +5%
LPL Financial
4
LPL Financial
California
$19M +$168K +4,587 +0.8%
ODFS
5
O'Donnell Financial Services
California
$15M -$3.01M -81,912 -16%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.1M +$39K +1,062 +0.3%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$10.6M +$324K +8,840 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$9.31M +$582K +15,860 +6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$9.26M +$86.1K +2,346 +0.9%
MW
10
MBL Wealth
North Carolina
$8.27M +$268K +7,308 +3%
LFAS
11
Level Four Advisory Services
Texas
$6.67M +$224K +6,108 +3%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$6.51M -$9.39K -256 -0.1%
UBS Group
13
UBS Group
Switzerland
$5.87M +$200K +5,448 +3%
AAS
14
Avantax Advisory Services
Texas
$4.69M +$295K +8,052 +6%
NA
15
NewEdge Advisors
Louisiana
$4.58M -$111K -3,013 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.4M +$21.5K +586 +0.5%
GWM
17
Geneos Wealth Management
Colorado
$4.14M +$2.68M +73,128 +157%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.76M -$1.09M -29,573 -21%
JCM
19
J2 Capital Management
Michigan
$3.55M +$1.52M +41,333 +67%
WI
20
WBI Investments
New Jersey
$3.27M -$3.85M -104,870 -53%
Stifel Financial
21
Stifel Financial
Missouri
$3.15M +$283K +7,716 +9%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.96M +$168K +4,583 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.93M +$228K +6,201 +8%
Ameriprise
24
Ameriprise
Minnesota
$2.85M -$134K -3,649 -4%
MWM
25
Maridea Wealth Management
New York
$1.95M -$391K -10,664 -16%

PTMC Hedge Fund Activity: Q1 2025 in Review

71 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q1 2025, worth a combined $270M — down 5.1% from $285M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PTMC positions and 7 closed out — a net gain of 3 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.91M. The largest seller was WBI Investments, cutting an estimated $3.85M.

  • 71 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q1 2025, up from 68 in Q4 2024.
  • Funds reported $270M of Pacer Trendpilot US Mid Cap ETF stock for Q1 2025, down 5.1% quarter-over-quarter.
  • 10 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q1 2025 and 7 closed out, a net change of +3 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q1 2025 was Morgan Stanley, an estimated $2.91M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q1 2025 was WBI Investments, an estimated $3.85M sold.

Based on aggregated 13F filings for Q1 2025.