Pacer Trendpilot US Mid Cap ETF (PTMC) Institutional Ownership

$34.25
+0.04 (+0.12%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Pacer Trendpilot US Mid Cap ETF (BATS:PTMC)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$38.08M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$36.78M
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PTMC Institutional Buying and Selling by Quarter

Pacer Trendpilot US Mid Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024MONECO Advisors LLC17,459$629K0.1%+2.5%0.154%
4/25/2024 Cambridge Investment Research Advisors Inc.112,168$4.04M0.0%+1.6%0.988%
4/23/2024 Tyche Wealth Partners LLC22,012$793K0.2%-4.7%0.194%
4/23/2024 Clarus Group Inc.67,465$2.43M1.7%+0.9%0.594%
4/23/2024 Raymond James Financial Services Advisors Inc.241,605$8.71M0.0%-10.2%2.129%
4/22/2024 MBL Wealth LLC181,773$6.55M0.7%+1.9%1.602%
4/19/2024 Advisor Resource Council13,666$492K0.2%+68.9%0.120%
4/16/2024 Register Financial Advisors LLC860$31K0.0%N/A0.008%
4/12/2024 Whitaker Myers Wealth Managers LTD.36,818$1.33M0.6%-1.3%0.324%
2/14/2024Regal Investment Advisors LLC11,387$374K0.0%+16.3%0.094%
2/13/2024Cetera Advisor Networks LLC300,455$9.87M0.1%-1.6%2.473%
2/9/2024 Cambridge Investment Research Advisors Inc.110,365$3.63M0.0%-11.5%0.908%
2/9/2024WBI Investments LLC304,604$10.01M2.0%-4.6%2.507%
2/9/2024EverSource Wealth Advisors LLC1,000$33K0.0%N/A0.008%
2/9/2024Wells Fargo & Company MN635,656$20.89M0.0%-0.4%5.232%
2/9/2024UBS Group AG193,850$6.37M0.0%-24.7%1.595%
2/8/2024Level Four Advisory Services LLC156,518$5.14M0.3%-3.1%1.288%
2/8/2024Financial Advocates Investment Management54,778$1.80M0.1%-2.8%0.451%
2/7/2024Avantax Advisory Services Inc.181,823$5.98M0.1%+788.5%1.496%
2/7/2024Concourse Financial Group Securities Inc.8,960$300K0.0%-44.3%0.074%
2/5/2024Kestra Private Wealth Services LLC13,914$457K0.0%-7.7%0.115%
2/2/2024 ODonnell Financial Services LLC377,881$12.42M6.2%N/A3.110%
2/2/2024Atria Wealth Solutions Inc.18,612$612K0.0%-19.1%0.153%
2/2/2024Magnolia Capital Advisors LLC44,144$1.45M1.1%-3.7%0.363%
2/1/2024First Command Advisory Services Inc.1,244$41K0.0%N/A0.010%
1/31/2024J.W. Cole Advisors Inc.10,223$336K0.0%-37.0%0.084%
1/30/2024 Tyche Wealth Partners LLC23,099$759K0.2%N/A0.190%
1/30/2024Imprint Wealth LLC10,692$358K0.3%+3.6%0.088%
1/29/2024ORG Partners LLC2,771$91K0.0%+16.5%0.023%
1/29/2024 Clarus Group Inc.66,891$2.20M1.7%+124.5%0.551%
1/26/2024Geneos Wealth Management Inc.28,075$923K0.0%+7.1%0.231%
1/25/2024 International Assets Investment Management LLC56,684$1.73M0.0%N/A0.467%
1/24/2024 Stratos Wealth Partners LTD.6,096$200K0.0%-6.6%0.050%
1/24/2024 Legacy Trust13,660$449K0.1%+42.9%0.112%
1/24/2024 International Assets Investment Management LLC56,684$1.73M0.0%N/A0.467%
1/23/2024WealthShield Partners LLC1,222$41K0.0%-92.1%0.010%
1/18/2024 MBL Wealth LLC178,408$5.86M0.7%-0.8%1.468%
1/16/2024Pacer Advisors Inc.313,494$10.30M0.0%-2.1%2.580%
1/16/2024 Raymond James Financial Services Advisors Inc.268,945$8.84M0.0%-69.0%2.214%
1/16/2024 Raymond James & Associates51,947$1.71M0.0%-1.8%0.428%
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1/12/2024 Whitaker Myers Wealth Managers LTD.37,290$1.23M0.6%-2.3%0.307%
1/12/2024 Advisor Resource Council8,093$266K0.0%-45.6%0.067%
11/13/2023Stifel Financial Corp66,404$2.10M0.0%+8.2%0.547%
11/13/2023LPL Financial LLC544,269$17.17M0.0%+1.1%4.480%
11/13/2023Regal Investment Advisors LLC9,788$309K0.0%-14.2%0.081%
11/13/2023Kestra Advisory Services LLC42,432$1.34M0.0%-7.5%0.349%
11/9/2023WBI Investments Inc.319,279$10.07M2.0%-4.6%2.628%
11/9/2023UBS Group AG257,458$8.12M0.0%-6.0%2.119%
11/8/2023Atria Wealth Solutions Inc.23,000$726K0.0%-40.4%0.189%
11/8/2023Avantax Advisory Services Inc.20,464$646K0.0%+52.1%0.168%
11/6/2023MONECO Advisors LLC17,225$543K0.2%+7.8%0.142%
11/4/2023Magnolia Capital Advisors LLC45,837$1.40M1.3%+4.0%0.377%
11/3/2023ORG Partners LLC2,378$75K0.0%-89.7%0.020%
11/3/2023Private Advisor Group LLC16,233$512K0.0%-5.4%0.134%
10/27/2023Financial Advocates Investment Management56,342$1.78M0.1%-6.8%0.464%
10/26/2023DecisionPoint Financial LLC1,513$48K0.0%N/A0.012%
10/25/2023WealthShield Partners LLC15,513$489K0.1%-22.7%0.128%
10/25/2023 Advisor Resource Council14,886$470K0.2%+10.7%0.123%
10/24/2023Eudaimonia Partners LLC18,161$573K0.1%-27.0%0.149%
10/24/2023 Stratos Wealth Partners LTD.6,526$206K0.0%N/A0.054%
10/24/2023 Raymond James Financial Services Advisors Inc.868,587$27.40M0.0%-6.3%7.149%
10/24/2023 Cambridge Investment Research Advisors Inc.124,644$3.93M0.0%+4.8%1.026%
10/23/2023Commonwealth Equity Services LLC74,398$2.35M0.0%-13.3%0.612%
10/16/2023 Clarus Group Inc.29,802$940K0.7%N/A0.245%
10/11/2023J2 Capital Management Inc200,432$6.32M8.0%+25.9%1.650%
10/11/2023Geneos Wealth Management Inc.26,211$827K0.0%+2.4%0.216%
10/11/2023 MBL Wealth LLC179,905$5.68M0.8%+4.8%1.481%
10/5/2023 Whitaker Myers Wealth Managers LTD.38,154$1.20M0.7%-1.9%0.314%
8/11/2023Regal Investment Advisors LLC11,403$376K0.0%+16.6%0.094%
8/11/2023Kestra Advisory Services LLC45,858$1.51M0.0%-5.4%0.377%
8/10/2023Osaic Holdings Inc.248,260$8.18M0.0%-0.6%2.043%
8/10/2023Commonwealth Equity Services LLC85,857$2.83M0.0%-29.5%0.707%
8/10/2023Private Advisor Group LLC17,165$565K0.0%-6.0%0.141%
8/10/2023Cetera Advisors LLC114,458$3.77M0.1%+6.0%0.942%
8/10/2023Cetera Advisor Networks LLC302,172$9.95M0.1%+2.2%2.487%
8/10/2023Cetera Investment Advisers12,459$410K0.0%+32.6%0.103%
8/8/2023Geneos Wealth Management Inc.25,598$843K0.0%+16.7%0.211%
8/7/2023WBI Investments Inc.334,601$11.02M2.0%+21.6%2.754%
8/4/2023Envestnet Asset Management Inc.93,099$3.07M0.0%+2.0%0.766%
8/3/2023WealthShield Partners LLC20,068$661K0.1%-12.3%0.165%
8/3/2023MONECO Advisors LLC15,974$526K0.1%-2.3%0.131%
8/2/2023Bank of Montreal Can3,752$121K0.0%N/A0.031%
8/2/2023Sigma Planning Corp8,300$273K0.0%-26.7%0.068%
7/31/2023LPL Financial LLC538,354$17.73M0.0%-1.8%4.431%
7/25/2023 Raymond James Financial Services Advisors Inc.926,923$30.53M0.1%-3.8%7.692%
7/25/2023 Raymond James & Associates53,081$1.75M0.0%-3.8%0.441%
7/20/2023 ADE LLC17,906$590K0.4%+2.1%0.149%
7/19/2023Eudaimonia Partners LLC24,887$820K0.2%-5.5%0.207%
7/17/2023J2 Capital Management Inc159,259$5.25M6.2%+46.0%1.322%
7/17/2023 MBL Wealth LLC171,734$5.66M0.8%+7.1%1.425%
Protect Yourself While There’s Still Time … (Ad)

The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

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7/14/2023 Advisor Resource Council13,446$443K0.2%+3.9%0.112%
7/13/2023 Whitaker Myers Wealth Managers LTD.38,904$1.28M0.9%-1.1%0.323%
7/13/2023 Cambridge Investment Research Advisors Inc.118,960$3.92M0.0%+1.5%0.987%
7/12/2023Pacer Advisors Inc.298,495$9.83M0.0%-7.3%2.477%
7/10/2023Level Four Advisory Services LLC172,874$5.69M0.3%+143.9%1.435%
6/5/2023Level Four Advisory Services LLC70,890$2.25M0.1%+3.7%0.593%
6/1/2023ORG Partners LLC18,942$601K0.1%N/A0.159%
5/12/2023NewEdge Advisors LLC93,455$2.96M0.0%-6.3%0.782%
5/12/2023MONECO Advisors LLC16,354$519K0.2%+5.7%0.137%
5/11/2023 Cambridge Investment Research Advisors Inc.117,225$3.72M0.0%-0.9%0.981%
(Data available from 1/1/2016 forward)

PTMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTMC shares?

During the previous two years, 69 institutional investors and hedge funds held shares of Pacer Trendpilot US Mid Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($39.24M), Wells Fargo & Company MN ($20.89M), LPL Financial LLC ($17.17M), ODonnell Financial Services LLC ($12.42M), Pacer Advisors Inc. ($10.30M), WBI Investments Inc. ($10.07M), and WBI Investments LLC ($10.01M).Learn more on PTMC's institutional investors.

Which institutional investors have been buying Pacer Trendpilot US Mid Cap ETF stock?

Of the 56 institutional investors that purchased Pacer Trendpilot US Mid Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($401.95K), ODonnell Financial Services LLC ($377.88K), Bank of America Corp DE ($257.68K), Cetera Advisor Networks LLC ($255.93K), UBS Group AG ($221.61K), Level Four Advisory Services LLC ($204.65K), and Avantax Advisory Services Inc. ($201.54K).

How much institutional buying is happening at Pacer Trendpilot US Mid Cap ETF?

Institutional investors have bought a total of 3,055,213 shares in the last 24 months. This purchase volume represents approximately $102.06M in transactions.

Which Pacer Trendpilot US Mid Cap ETF major shareholders have been selling company stock?

Of the 46 institutional investors that sold Pacer Trendpilot US Mid Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($882.00K), UBS Group AG ($298.88K), Commonwealth Equity Services LLC ($82.45K), Pacer Advisors Inc. ($81.34K), LPL Financial LLC ($56.41K), Raymond James & Associates ($50.54K), and Eudaimonia Partners LLC ($28.88K).

How much institutional selling is happening at Pacer Trendpilot US Mid Cap ETF?

Institutional investors have sold a total of 1,766,229 shares in the last 24 months. This volume of shares sold represents approximately $57.13M in transactions.


This page (BATS:PTMC) was last updated on 4/26/2024 by MarketBeat.com Staff

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