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Pacer Trendpilot US Mid Cap ETF
PTMC

Overview Fund Activity

78 hedge funds and large institutions have $286M invested in Pacer Trendpilot US Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
21
Reduced
27
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$45M
2
IWP
Invenio Wealth Partners
Florida
$9.74M
3
NA
NewEdge Advisors
Louisiana
$8.93M
4
HighTower Advisors
HighTower Advisors
Illinois
$1.91M
5
DC
Davenport & Co
Virginia
$2.52M

Top Sellers

1
ODFS
O'Donnell Financial Services
California
$9.79M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.22M
3
MML Investors Services
MML Investors Services
Massachusetts
$461K
4
UBS Group
UBS Group
Switzerland
$3.77M
5
Bank of America
Bank of America
North Carolina
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$45M +$10.2M +292,316 +29%
Morgan Stanley
2
Morgan Stanley
New York
$35.8M +$27.2K +779 +0.1%
Bank of America
3
Bank of America
North Carolina
$35.4M -$1.82M -52,199 -5%
LPL Financial
4
LPL Financial
California
$18.9M -$339K -9,705 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$13.6M +$385K +11,026 +3%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$11.4M +$680K +19,500 +6%
ODFS
7
O'Donnell Financial Services
California
$9.79M -$5.29M -151,573 -35%
IWP
8
Invenio Wealth Partners
Florida
$9.74M +$9.74M +279,114 New
Raymond James Financial
9
Raymond James Financial
Florida
$9.57M +$187K +5,349 +2%
NA
10
NewEdge Advisors
Louisiana
$8.93M +$4.32M +123,836 +94%
MW
11
MBL Wealth
North Carolina
$8.09M -$245K -7,012 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$7.57M -$1.76M -50,541 -19%
LFAS
13
Level Four Advisory Services
Texas
$6.79M +$59.4K +1,704 +0.9%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$6.5M -$64.1K -1,837 -1%
AAS
15
Avantax Advisory Services
Texas
$6.04M +$1.32M +37,741 +28%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.19M +$749K +21,460 +17%
UBS Group
17
UBS Group
Switzerland
$3.77M -$2.15M -61,518 -36%
JCM
18
J2 Capital Management
Michigan
$3.71M +$131K +3,757 +4%
Stifel Financial
19
Stifel Financial
Missouri
$3.16M -$17.8K -509 -0.6%
WI
20
WBI Investments
New Jersey
$3.05M -$248K -7,104 -8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.78M -$176K -5,036 -6%
Ameriprise
22
Ameriprise
Minnesota
$2.56M -$313K -8,961 -11%
DC
23
Davenport & Co
Virginia
$2.52M +$1.42M +40,673 +128%
GWM
24
Geneos Wealth Management
Colorado
$2.36M -$1.81M -51,992 -43%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.97M -$99.4K -2,704 -5%
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