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Pacer Trendpilot US Mid Cap ETF (PTMC) Institutional Ownership

-0.43 (-1.18%)
(As of 07/18/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
7/16/2024Wealth Enhancement Advisory Services LLC12,960$451K0.0%+23.9%0.114%
5/24/2024Cetera Advisors LLC86,055$3.10M0.0%-4.4%0.758%
5/24/2024Cetera Investment Advisers379,263$13.67M0.0%+4,181.1%3.342%
5/10/2024Osaic Holdings Inc.213,235$7.68M0.0%-7.6%1.879%
5/4/2024Geneos Wealth Management Inc.31,063$1.12M0.1%+10.6%0.274%
5/4/2024WBI Investments LLC264,043$9.51M2.0%-13.3%2.326%
5/1/2024Janney Montgomery Scott LLC6,372$230K0.0%N/A0.056%
4/30/2024Private Advisor Group LLC15,448$557K0.0%-6.6%0.136%
4/29/2024Commonwealth Equity Services LLC74,677$2.69M0.0%+1.0%0.658%
4/26/2024MONECO Advisors LLC17,459$629K0.1%+2.5%0.154%
4/25/2024Cambridge Investment Research Advisors Inc.112,168$4.04M0.0%+1.6%0.988%
4/23/2024Tyche Wealth Partners LLC22,012$793K0.2%-4.7%0.194%
4/23/2024Clarus Group Inc.67,465$2.43M1.7%+0.9%0.594%
4/23/2024Raymond James Financial Services Advisors Inc.241,605$8.71M0.0%-10.2%2.129%
4/22/2024MBL Wealth LLC181,773$6.55M0.7%+1.9%1.602%
4/19/2024Advisor Resource Council13,666$492K0.2%+68.9%0.120%
4/16/2024Register Financial Advisors LLC860$31K0.0%N/A0.008%
4/12/2024Whitaker 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%
2/9/2024Cambridge 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%
2/2/2024ODonnell 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%
1/30/2024Tyche 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%
1/29/2024Clarus 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%
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1/25/2024International Assets Investment Management LLC56,684$1.73M0.0%N/A0.467%
1/24/2024Stratos Wealth Partners LTD.6,096$200K0.0%-6.6%0.050%
1/24/2024Legacy Trust13,660$449K0.1%+42.9%0.112%
1/24/2024International Assets Investment Management LLC56,684$1.73M0.0%N/A0.467%
1/23/2024WealthShield Partners LLC1,222$41K0.0%-92.1%0.010%
1/18/2024MBL Wealth LLC178,408$5.86M0.7%-0.8%1.468%
1/16/2024Pacer Advisors Inc.313,494$10.30M0.0%-2.1%2.580%
1/16/2024Raymond James Financial Services Advisors Inc.268,945$8.84M0.0%-69.0%2.214%
1/16/2024Raymond James & Associates51,947$1.71M0.0%-1.8%0.428%
1/12/2024Whitaker Myers Wealth Managers LTD.37,290$1.23M0.6%-2.3%0.307%
1/12/2024Advisor 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%
10/25/2023Advisor Resource Council14,886$470K0.2%+10.7%0.123%
10/24/2023Eudaimonia Partners LLC18,161$573K0.1%-27.0%0.149%
10/24/2023Stratos Wealth Partners LTD.6,526$206K0.0%N/A0.054%
10/24/2023Raymond James Financial Services Advisors Inc.868,587$27.40M0.0%-6.3%7.149%
10/24/2023Cambridge 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%
10/16/2023Clarus 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%
10/11/2023MBL Wealth LLC179,905$5.68M0.8%+4.8%1.481%
10/5/2023Whitaker 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%
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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%
7/25/2023Raymond James Financial Services Advisors Inc.926,923$30.53M0.1%-3.8%7.692%
7/25/2023Raymond James & Associates53,081$1.75M0.0%-3.8%0.441%
7/20/2023ADE 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%
7/17/2023MBL Wealth LLC171,734$5.66M0.8%+7.1%1.425%
7/14/2023Advisor Resource Council13,446$443K0.2%+3.9%0.112%
(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, 68 institutional investors and hedge funds held shares of Pacer Trendpilot US Mid Cap ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($20.89M), LPL Financial LLC ($17.17M), Cetera Investment Advisers ($13.67M), ODonnell Financial Services LLC ($12.42M), Pacer Advisors Inc. ($10.30M), WBI Investments Inc. ($10.07M), and Cetera Advisor Networks LLC ($9.87M).Learn more on PTMC's institutional investors.

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

Of the 48 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: ODonnell Financial Services LLC ($377.88K), Cetera Investment Advisers ($376.40K), Cetera Advisor Networks LLC ($255.93K), UBS Group AG ($221.61K), Bank of Montreal Can ($205.17K), Avantax Advisory Services Inc. ($201.54K), and Level Four Advisory Services LLC ($133.08K).

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

Institutional investors have bought a total of 2,666,096 shares in the last 24 months. This purchase volume represents approximately $89.22M in transactions.

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

Of the 47 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), WBI Investments LLC ($55.24K), and Raymond James & Associates ($50.54K).

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

Institutional investors have sold a total of 1,821,440 shares in the last 24 months. This volume of shares sold represents approximately $59.13M in transactions.

This page (BATS:PTMC) was last updated on 7/18/2024 by Staff

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