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Pacer Trendpilot US Mid Cap ETF

76 hedge funds and large institutions have $263M invested in Pacer Trendpilot US Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.15% more ownership

Funds ownership: 65.01%68.15% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less capital invested

Capital invested by funds: $269M → $263M (-$6.28M)

1% less funds holding

Funds holding: 7776 (-1)

44% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 34

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.5M -$597K -16,624 -2%
Wells Fargo
2
Wells Fargo
California
$35.9M -$2.08M -57,918 -5%
Bank of America
3
Bank of America
North Carolina
$30.5M -$1.34M -37,357 -4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$15.8M +$418K +11,655 +3%
LPL Financial
5
LPL Financial
California
$15.5M -$3.65M -101,731 -19%
EF
6
Empirical Finance
Pennsylvania
$11.5M +$8.63M +240,431 +497%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$10.7M -$950K -26,456 -8%
IWP
8
Invenio Wealth Partners
Florida
$10.1M -$360K -10,036 -3%
NA
9
NewEdge Advisors
Louisiana
$9.01M +$92.7K +2,581 +1%
Raymond James Financial
10
Raymond James Financial
Florida
$8.3M -$811K -22,596 -9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.19M -$370K -10,294 -4%
MW
12
MBL Wealth
North Carolina
$7.7M +$114K +3,178 +1%
LFAS
13
Level Four Advisory Services
Texas
$6.87M -$168K -4,671 -2%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$6.17M -$576K -16,053 -8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.44M +$304K +8,459 +6%
JCM
16
J2 Capital Management
Michigan
$3.97M +$96.8K +2,696 +2%
UBS Group
17
UBS Group
Switzerland
$3.58M -$34.4K -959 -0.9%
Stifel Financial
18
Stifel Financial
Missouri
$3.43M +$23.6K +658 +0.7%
ODFS
19
O'Donnell Financial Services
California
$3.12M -$373K -10,377 -11%
WI
20
WBI Investments
New Jersey
$2.63M -$324K -9,013 -11%
GWM
21
Geneos Wealth Management
Colorado
$2.47M +$84.9K +2,365 +4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.24M +$574K +15,984 +34%
SA
23
Sanctuary Advisors
Indiana
$1.79M +$53.6K +1,492 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.73M -$501K -13,950 -22%
MWM
25
Maridea Wealth Management
New York
$1.67M -$5.82K -162 -0.3%

PTMC Hedge Fund Activity: Q4 2025 in Review

76 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Mid Cap ETF (PTMC) for Q4 2025, worth a combined $263M — down 2.3% from $269M a quarter earlier.

Fund positioning in PTMC was balanced in Q4 2025: 8 funds opened new positions, 8 closed out, 19 added to existing stakes and 34 trimmed.

The largest buyer was Empirical Finance, adding an estimated $8.63M. The largest seller was LPL Financial, cutting an estimated $3.65M.

  • 76 institutional investors held Pacer Trendpilot US Mid Cap ETF (PTMC) as of Q4 2025, down from 77 in Q3 2025.
  • Funds reported $263M of Pacer Trendpilot US Mid Cap ETF stock for Q4 2025, down 2.3% quarter-over-quarter.
  • 8 funds opened new Pacer Trendpilot US Mid Cap ETF positions in Q4 2025 and 8 closed out, a net change of 0 holders.
  • The largest Pacer Trendpilot US Mid Cap ETF buyer in Q4 2025 was Empirical Finance, an estimated $8.63M added.
  • The largest Pacer Trendpilot US Mid Cap ETF seller in Q4 2025 was LPL Financial, an estimated $3.65M sold.

Based on aggregated 13F filings for Q4 2025.