We are live on ! Find out more
PTMC icon

Pacer Trendpilot US Mid Cap ETF

84 hedge funds and large institutions have $250M invested in Pacer Trendpilot US Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

11% more funds holding

Funds holding: 7684 (+8)

5% less capital invested

Capital invested by funds: $263M → $250M (-$12.3M)

1.71% less ownership

Funds ownership: 68.15%66.44% (-1.7%)

31% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 35

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
24
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$36.7M -$151K -4,012 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$36.1M -$2.41M -64,334 -6%
Bank of America
3
Bank of America
North Carolina
$30.3M -$1M -26,701 -3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$15.3M -$917K -24,430 -6%
LPL Financial
5
LPL Financial
California
$14.2M -$1.77M -47,087 -11%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$10.9M -$41.7K -1,110 -0.4%
IWP
7
Invenio Wealth Partners
Florida
$9.87M -$470K -12,524 -4%
NA
8
NewEdge Advisors
Louisiana
$9.65M +$420K +11,203 +4%
Raymond James Financial
9
Raymond James Financial
Florida
$8.35M -$159K -4,245 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.3M -$93.5K -2,491 -1%
MW
11
MBL Wealth
North Carolina
$8.23M +$341K +9,093 +4%
LFAS
12
Level Four Advisory Services
Texas
$7.01M -$34.4K -917 -0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.13M +$563K +15,006 +10%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$5.66M -$677K -18,052 -10%
Stifel Financial
15
Stifel Financial
Missouri
$3.59M +$77.5K +2,066 +2%
ODFS
16
O'Donnell Financial Services
California
$3.1M -$101K -2,679 -3%
GWM
17
Geneos Wealth Management
Colorado
$2.57M +$33.8K +902 +1%
UBS Group
18
UBS Group
Switzerland
$2.55M -$1.16M -30,793 -31%
SA
19
Sanctuary Advisors
Indiana
$2.06M +$229K +6,114 +12%
WI
20
WBI Investments
New Jersey
$1.97M -$754K -20,094 -27%
EF
21
Empirical Finance
Pennsylvania
$1.77M -$9.02M -240,431 -83%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.76M +$1.81M +48,122 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.73M -$581K -15,495 -25%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.62M +$126K +3,355 +8%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.59M -$195K -5,196 -11%