Pacer Trendpilot US Mid Cap
PTMC • BATS
Pacer Trendpilot US Mid Cap is an exchange-traded fund on BATS. As of Q3 2025, 75 institutional investors hold shares in this ETF, with total holdings valued at $266.5M. MORGAN STANLEY is the largest holder with a position valued at $38.3M.
Overview
Overview of institutional ownership in PTMC as of Q3 2025
All Institutions
- Institutions
- 75
- Value Held
- $266.5M
- Shares Held
- 7.4M
- Avg Position
- $3.6M
- Median Position
- $489.2K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $303.2K
- Shares Held
- 8.5K
- Avg Position
- $303.2K
- Median Position
- $303.2K
Biggest Investors
Institutions with the largest positions in PTMC as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $38.3M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $38.2M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $32.0M 0.00% of portfolio |
L LPL Financial LLC Institution | $19.2M 0.01% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $15.5M 0.02% of portfolio |
P Pacer Advisors, Inc. Institution | $11.7M 0.03% of portfolio |
I INVENIO WEALTH PARTNERS LLC RIA/Wealth | $10.5M 3.85% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $9.1M 0.00% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $9.0M 0.04% of portfolio |
$8.6M 0.03% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PTMC in Q3 2025
- Traded
- −$21.0M
- Buyers
- 26
- Sellers
- 45
- Total Bought
- +$8.6M
- Total Sold
- −$29.5M
- Avg Position
- $3.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Cetera Investment Advisers RIA/Wealth | +$1.5M +42.8K shares |
MORGAN STANLEY RIA/Wealth | +$1.5M +42.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$1.2M +32.7K shares |
+$816.6K +22.8K shares | |
T TCFG WEALTH MANAGEMENT, LLC Institution | +$515.3K +14.4K shares |
I INVENIO WEALTH PARTNERS LLC RIA/Wealth | +$472.8K +13.2K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$420.7K +11.7K shares |
J JANE STREET GROUP, LLC Institution | +$344.2K +9.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$303.2K +8.5K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$214.7K +6.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
WELLS FARGO & COMPANY/MN Institution | −$8.0M −223.9K shares |
 ODonnell Financial Services, LLC RIA/Wealth | −$6.5M −182.7K shares |
BANK OF AMERICA CORP /DE/ Institution | −$4.3M −121.1K shares |
 DAVENPORT & Co LLC RIA/Wealth | −$2.5M −72.3K shares |
 Gimbal Financial RIA/Wealth | −$1.7M −47.5K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.3M −36.4K shares |
 MBL Wealth, LLC RIA/Wealth | −$694.5K −19.4K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$688.9K −19.2K shares |
 Eqis Capital Management, Inc. RIA/Wealth | −$663.8K −19.0K shares |
 AMERIPRISE FINANCIAL INC Institution | −$592.0K −16.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PTMC in Q3 2025
- New Positions
- 6
- New Value
- $819.1K
- Exited Positions
- 12
- Exited Value
- $6.1M
New Positions
| Institution | Position Value |
|---|---|
T TCFG WEALTH MANAGEMENT, LLC Institution | $515.3K 14.4K shares |
 WSFS CAPITAL MANAGEMENT, LLC RIA/Wealth | $213.0K 5.9K shares |
 Ancora Advisors, LLC RIA/Wealth | $38.2K 1.1K shares |
 ORG Wealth Partners, LLC RIA/Wealth | $26.7K 747.0 shares |
 MAI Wealth Advisors RIA/Wealth | $16.9K 472.0 shares |
H HAZLETT, BURT & WATSON, INC. Institution | $9.0K 250.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
DAVENPORT & Co LLC RIA/Wealth | $2.5M 72.3K shares |
Gimbal Financial RIA/Wealth | $1.7M 47.5K shares |
Eqis Capital Management, Inc. RIA/Wealth | $663.8K 19.0K shares |
 Advisor Resource Council RIA/Wealth | $423.5K 12.1K shares |
O OLD MISSION CAPITAL LLC Institution | $255.4K 7.3K shares |
$215.4K 6.2K shares | |
 Sigma Planning Corp RIA/Wealth | $205.7K 5.9K shares |
 TD PRIVATE CLIENT WEALTH LLC RIA/Wealth | $104.6K 3.0K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $65.1K 1.9K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $11.7K 336.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PTMC as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PTMC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
I INVENIO WEALTH PARTNERS LLC RIA/Wealth | 3.85% $10.5M |
 J2 Capital Management Inc RIA/Wealth | 2.93% $3.9M |
ODonnell Financial Services, LLC RIA/Wealth | 1.27% $3.5M |
 WBI INVESTMENTS ETF Provider | 0.76% $3.0M |
MBL Wealth, LLC RIA/Wealth | 0.67% $7.6M |
 Whitaker-Myers Wealth Managers, LTD. RIA/Wealth | 0.31% $1.4M |
A ADE, LLC Institution | 0.28% $548.2K |
 Maridea Wealth Management LLC RIA/Wealth | 0.26% $1.7M |
 LEVEL FOUR ADVISORY SERVICES, LLC RIA/Wealth | 0.24% $7.1M |
 Mascagni Wealth Management, Inc. RIA/Wealth | 0.23% $302.7K |
Hedge Fund Spotlight
Discover hedge funds investing in PTMC
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Pacer Trendpilot US Mid Cap
- Market Value
- $303.2K
- Shares Held
- 8.5K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
