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Pacer Trendpilot US Mid Cap ETF

77 hedge funds and large institutions have $269M invested in Pacer Trendpilot US Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% less ownership

Funds ownership: 65.1%65.01% (-0.09%)

4% less funds holding

Funds holding: 8077 (-3)

6% less capital invested

Capital invested by funds: $287M → $269M (-$18.4M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

50% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 34

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.01%
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
17
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$38.3M +$1.48M +42,145 +4%
Wells Fargo
2
Wells Fargo
California
$38.2M -$7.87M -223,851 -17%
Bank of America
3
Bank of America
North Carolina
$32M -$4.26M -121,134 -12%
LPL Financial
4
LPL Financial
California
$19.2M -$116K -3,292 -0.6%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$15.5M +$1.51M +42,847 +11%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$11.7M -$19.2K -546 -0.2%
IWP
7
Invenio Wealth Partners
Florida
$10.5M +$464K +13,204 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$9.14M -$677K -19,239 -7%
NA
9
NewEdge Advisors
Louisiana
$8.95M -$213K -6,060 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.59M +$802K +22,805 +11%
MW
11
MBL Wealth
North Carolina
$7.62M -$682K -19,394 -8%
LFAS
12
Level Four Advisory Services
Texas
$7.07M +$94.8K +2,697 +1%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$6.77M +$94.5K +2,686 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.16M -$161K -4,573 -3%
JCM
15
J2 Capital Management
Michigan
$3.89M +$78.3K +2,226 +2%
UBS Group
16
UBS Group
Switzerland
$3.63M -$234K -6,642 -6%
ODFS
17
O'Donnell Financial Services
California
$3.51M -$6.43M -182,727 -65%
Stifel Financial
18
Stifel Financial
Missouri
$3.42M +$173K +4,921 +5%
WI
19
WBI Investments
New Jersey
$2.97M -$157K -4,465 -5%
GWM
20
Geneos Wealth Management
Colorado
$2.4M -$22.7K -646 -1%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.23M +$112K +3,177 +5%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.18M +$209K +5,940 +11%
Ameriprise
23
Ameriprise
Minnesota
$2.03M -$581K -16,530 -23%
SA
24
Sanctuary Advisors
Indiana
$1.74M +$1.05M +29,998 +161%
EF
25
Empirical Finance
Pennsylvania
$1.73M

PTMC Hedge Fund Activity: Q3 2025 in Review

77 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q3 2025, worth a combined $269M — down 6.4% from $287M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PTMC and 10 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 17 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.51M. The largest seller was Wells Fargo, cutting an estimated $7.87M.

  • 77 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q3 2025, down from 80 in Q2 2025.
  • Funds reported $269M of Pacer Trendpilot US Mid Cap ETF stock for Q3 2025, down 6.4% quarter-over-quarter.
  • 10 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q3 2025 and 12 closed out, a net change of -2 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $1.51M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q3 2025 was Wells Fargo, an estimated $7.87M sold.

Based on aggregated 13F filings for Q3 2025.